Up front budget: £600,000

Current turn over circa: £1,600,000

Cash offer: to 4.6x 50/25/25

Established since: 1977

Locations: Glasgow

Additional Notes: IFA Practice Generating Revenue of c.£1.5m with a Cash Rich Balance Sheet Offering up to 4.6x Recurring Revenue with 50% up Front.

This practice has been established over four decades without a single complaint upheld over the period. The track record stands testament to the strength of relationships with clients and will continue the same successful approach to all new clients taken on board.

The business has an in house, premium consulting unit and a 5:1 ratio of highly qualified and supportive Paraplanners to each adviser, enabling a pure advisory focused model. The team are ideally placed to aid the transitional period and ensure near 100% client retention post acquisition.

The legacy this IFA has built over decades of outstanding customer service, zero upheld complaints and exceptional performance guarantees a smooth and secure transaction process for anyone looking for the ideal home for their life’s work. With recent new hires, the business is in an optimal position to expand and continue forward with a flawless track record.  

For more information please call 01765 698 699 and quote the reference number 178095 ask for Byron Snaith