Deposits:
A deposit of 5% is required in order to be eligible for investment in the next business that becomes available. Deposits are fully refundable and you are not obliged to invest in any business that does not meet your requirements.
Allocations:
Since we are only looking to purchase 2-3 businesses every 18 months having a deposit ensures you get an allocation. We do not guarantee you will get the full allocation that you apply for. In the case of over-subscription the amount of your deposit will determine your allocation.
Deal Fees
- 10% of the purchase value (this will represent managements stake in the business). We are not in the business of earning commissions and transferring risk onto clients, hence investing in the business ensures we only profit when our clients profit.
- £750 Legal and admin fees per deal.
Management Fees
A management and administration fee of 10% of the profits of the business is charged annually. No management fee is payable should there be a loss. This ensures our interests are aligned with investors.