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Yorkshire acquirer able to offer fl
Up to 4 times trail / ongoing fee income
Devon and Cornwall based IFA acquir
3 to 3.5 times trail / ongoing fee income
Flexible retirement options for Fin
3 to 3.5 times recurring income paid over a 2 year period or longer if a higher multiple is sought. Both share purchase and asset purchase would be considered
Cornwall IFA Acquirer seeking clien
Negotiable - Generally 3 to 4 x trail / ongoing fee income
Jason Cane was brilliant
He was very easy to talk to and took the time to get to know a bit about me so that he could make sure I would be right for the role. He has kept in touch with me throughout the process and made me feel very comfortable to pick up the phone and call him with any question I might have.
I would definitely go to Jason if I ever need anything in the future!
First time I have ever been in contact...
Selling an IFA firm at retirement
I was selling a financial advice firm and was full of suspicion about the process.