Up front budget: £500,000

Current turn over circa: £2,000,000

Cash offer: up to 1.3x GRF

Established since: 1970

Additional Notes:
- Prepared to pay up to 1.3x gross recurring fees (GRF) for the right practice, reflecting a genuine commitment to fair value and quality businesses.

- Fully funded with finance secured, enabling a swift and certain transaction timetable while remaining flexible to suit the vendor’s preferred pace and exit structure.

- This firm has acquired on several occasions successfully demonstrating a strong proven track record ensuring high retention and every penny for your life's work.

- The firm offers Welsh-speaking capabilities, providing continuity and reassurance for Welsh-speaking clients and safeguarding long-standing relationships where language and culture are important.

- A family-owned firm with deep local roots and a strong reputation for professionalism and integrity. The buyer places significant emphasis on protecting goodwill, staff wellbeing, and client service quality.

- My client is a technologically savvy firm, able to hold clients' hands as we move towards MTD.

- Strong expertise in the agricultural sector, reflecting the regional client base, alongside the ability to offer financial planning services, enhancing client outcomes and long-term service continuity.

For more information please call 01765 698 699 and quote the reference number 181434 ask for Lauren Burnham