IFA Buyers Scotland

Up front budget: £500,000

Current turn over circa: £2,300,000

Cash offer: 4.5 x 60/20/20

Established since: 2010

Locations: Aberdeenshire

Additional Notes:
- Premium Multiple for Average Households over £350k
- Experienced Acquirer
- Multiple Office Locations
- Highest Quality Face to Face Service

For more information please call 01765 698 699 and quote the reference number 180739

Up front budget: £200,000

Current turn over circa: £400,000

Cash offer: 4x 60/20/20

Established since: 2010

Locations: Glasgow

Additional Notes:
Premium Multiple offered for businesses with:

- Clean History
- No DB or High Risk Advice
- Average Portfolios in excess of £150k
- Adviser & Staff willing to be retained for 2 years

For more information please call 01765 698 699 and quote the reference number 180544

Up front budget: £1,000,000

Current turn over circa: £1,400,000

Cash offer: 4x 60/20/20

Established since: 2006

Locations: Aberdeenshire

Locations: Aberdeen

Additional Notes: - 4 to 4.5 x Recurring Revenue
- Flexible Exit Options Client Liaison/ Advisor Roles
- Retention of Staff and Premises
- Asset and Share Purchase considered

For more information please call 01765 698 699 and quote the reference number 180539

Up front budget: £800,000

Current turn over circa: £1,000,000

Cash offer: 3.7

Established since: 2010

Locations: Falkirk

Locations: Falkirk

Additional Notes: - Unique opportunity for a retiring IFA to secure a market leading multiple with the option to stay on to ensure maximum client retention with minimal change to proposition.

- The seller's current investment proposition and client portfolio remain exactly the same to ensure all clients transition. All staff in both businesses were offered a position.

For more information please call 01765 698 699 and quote the reference number 180473

Up front budget: £1,500,000

Current turn over circa: £5,200,000

Cash offer: 50/25/25 4x

Established since: 2010

Locations: Edinburgh

Additional Notes:
- Established Scottish IFA seeking Edinburgh area HUB
- 3 existing offices in Scotland
- Track record of 4 successful acquisitions with retention
- rates of 97%
- Preference for Businesses with owners/directors willing
- to stay on for at least 4/5 years

For more information please call 01765 698 699 and quote the reference number 180456

Up front budget: £2,000,000

Current turn over circa: £10,000,000

Cash offer: 60/20/20

Established since: 2010

Locations: Edinburgh,Glasgow

Additional Notes:
Experienced Acquirer looking to expand existing presence in Scotland.

Minimum criteria:
- £50m FUM or £250k of Adviser fees
- Average Portfolios of £350k

For more information please call 01765 698 699 and quote the reference number 180253

Up front budget: £1,000,000

Current turn over circa: £2,000,000

Cash offer: 50/20/20 4x

Established since: 2020

Locations: Glasgow

Additional Notes: Premium Share Purchase Multiples for IFAs with the following:

- Direct Authorisation
- Employed Advisory Teams with Capacity
- Acquisition Experience

This is a sell and stay opportunity ideal for those with a desire to grow their existing business flexible share retention options available

For more information please call 01765 698 699 and quote the reference number 179998

Up front budget: £200,000

Current turn over circa: £800,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2009

Locations: Highlands

Locations: Aberaeron

Additional Notes: Experienced IFA who have never lost a client, will pay a premium for firms with under 100 clients and average ages under 60.

For more information please call 01765 698 699 and quote the reference number 179796

Up front budget: £200,000

Current turn over circa: £200,000

Cash offer: Up to 4x Recurring Income

Established since: 2017

Locations: Stirlingshire

Locations: Falkirk

Additional Notes: Will pay a premium for businesses below £25m FUM with an average portfolio size above £200k.

For more information please call 01765 698 699 and quote the reference number 179438

Up front budget: £1,000,000

Current turn over circa: £3,000,000

Cash offer: 60/20/20 4x

Established since: 2002

Locations: Glasgow

Additional Notes: With 6 acquisitions successfully integrated already this growing IFA business is seeking further local firms and can offer the following:

- 4x Recurring Revenue
- Flexible Exit Options Client Liaison/ Advisor Roles
- Retention of Staff and Premises

For more information please call 01765 698 699 and quote the reference number 179698

Up front budget: £20,000,000

Current turn over circa: £1,200,000

Cash offer: Up to 4.5x recurring revenue and up to 75% upfront over 12 months

Established since: 2012

Locations: Lanarkshire

Locations: Glasgow

Additional Notes: - Bespoke exit options available including retention of principal staff and premises to ensure maximum retention and continuity of existing investment proposition.

- Firms with average portfolio size of £200K plus and ongoing charges of 0.5% will be offered a premium

For more information please call 01765 698 699 and quote the reference number 179647

Up front budget: £500,000

Current turn over circa: £2,000,000

Cash offer: 4x 60/20/20

Established since: 1991

Locations: Edinburgh

Additional Notes: This practice forms part of a larger Professional Services organisation and is looking to add to its existing team and so presents a unique opportunity to be retained whilst achieving a capital event.

For more information please call 01765 698 699 and quote the reference number 179582

Up front budget: £5,000,000

Current turn over circa: £18,000,000

Cash offer: 5 x Recurring 10 x EBITDA 60/20/20

Established since: 2015

Locations: Edinburgh

Additional Notes: £3 billion FUM looking to grow via acquisition of quality firms. Happy to keep on the proprietor to work with the business.

Not interested in rocking the boat; no increase in client charge, no migration of investment proposition. Focus on absolute continuity within the business.

Will buy the shares or goodwill and assets of a business.

For more information please call 01765 698 699 and quote the reference number 179370

Up front budget: £2,000,000

Current turn over circa: £4,000,000

Cash offer: Up to 4x recurring income

Established since: 2001

Additional Notes: A selling party using Compliance First and Intelligent office would give further synergies to drive a higher value.
Not a national consoldiator.
Not a vertically integrated busienss.

For more information please call 01765 698 699 and quote the reference number 179258

Up front budget: £2,000,000

Current turn over circa: £4,000,000

Cash offer: to 4x Recurring 6 x EBITDA 60/20/20

Established since: 2010

Additional Notes: This business has grown to £400m FUM with average client size of £1m. Part of a larger group of companies with turnover in excess of £25m.
Premiums will be offered to those firms with average portfolios in excess of £500k

For more information please call 01765 698 699 and quote the reference number 178966

Up front budget: £200,000

Current turn over circa: £300,000

Cash offer: 50/25/25 to 3.5x

Established since: 2011

Locations: Glasgow

Additional Notes: IFA with long term succession plan in place seeks business or client bank circa £10m FUM ideally at 1% ongoing charge.

For more information please call 01765 698 699 and quote the reference number 178925

Up front budget: £70,000

Current turn over circa: £350,000

Cash offer: 3x recurring income with significant uplift

Established since: 2012

Locations: Glasgow

Additional Notes: Previously having bought 3 businesses successfully. Multiple employed advisers with spare capacity to service clients.

For more information please call 01765 698 699 and quote the reference number 178788

Up front budget: £500,000

Current turn over circa: £3,000,000

Cash offer: Up to 3.5x recurring income

Established since: 2013

Locations: South Yorkshire

Additional Notes: The second payment of 50% will be brought forward if all clients are moved over to the firm before the 12 month mark.

For more information please call 01765 698 699 and quote the reference number 178232

Up front budget: £2,000,000

Current turn over circa: £2,000,000

Cash offer: Up to 3.5x recurring income

Established since: 2005

Locations: Belfast

Additional Notes: Established for Over 15 years, dealing with everything from pensions and investments through to mortgages and protection.

Family run continuously running charity events to give back to the community.

Very experienced back office team as well as adviser team.

Have bought before and cash reserves with further funding available.

Perfect business -
- Pru platform and provider
- Average client age 50 plus
- Client database computerised
- Client numbers 150 -1000

For more information please call 01765 698 699 and quote the reference number 178212

Up front budget: £2,000,000

Current turn over circa: £2,000,000

Cash offer: Up to 3.7x Recurring but no more than 5x EBITDA

Established since: 2001

Locations: Glasgow

Additional Notes: Experienced Scotland Based Independent Financial Planning Firm, Ideally looking to Keep principles on to Grow the Business

The business has recently acquired a practice with exceptionally high retention of 98% while the principle remained working in a reduced format, benefiting from new clients taken on board. The business is looking to repeat the success of the previous acquisition had has capacity within the current staff based to take on another practice in the next few months.

The proposition on offer is an expansion rather than an integration with the view of running an advisory business in a very similar manor post acquisition with the aim of continual expansion. An acquisition will keep the premise, staff and brand with minimal change to the investment strategy. My client is encouraging any retiring principles to remain in the business for 4-5 years to ensure the maximisation of value as well as complete succession planning (more details on request).


A premium offer will be available to Practices offering:

. Located in the central belt of Scotland
. Practices from £30m-£200m Funds under Management
. Principles who wish to remain and grow the business are preferred but not essential

For more information please call 01765 698 699 and quote the reference number 178137