Current turn over circa: £3,000,000
Offers over: £8,000,000
Established: 15 to 20 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Additional Notes: With succession planning in place, this is a great opportunity to gain a presence in Scotland with qualified advisers and back-office support.
For more information please call 01765 698 699 and quote the reference number 31150
Current turn over circa: £700,000
Offers over: £2,200,000
Established: 3 to 5 years
Gross Recurring Revenue: 300-500k
Number of staff: 5 to 10
Additional Notes: With an average household value over £600k, your time will be well spent with profitable clients.
An average client age in their mid-50s means there is still room for further portfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31590
Current turn over circa: £810,000
Offers over: £2,900,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Lanarkshire
Additional Notes:
- Directly Authorised Ltd Company
- Share Sale Only
- No DB No claims pending or upheld
- Principal to be retained
For more information please call 01765 698 699 and quote the reference number 31552
Current turn over circa: £300,000
Offers over: £1,200,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Aberdeenshire
Additional Notes:
- HNW client base average of £400k per household
- 15 Households between £1m and £2m
For more information please call 01765 698 699 and quote the reference number 31448
Current turn over circa: £560,000
Offers over: £1,500,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Glasgow
Additional Notes:
Established IFA business benefits from the following:
- Average Households > £250k
- 95% clients within 1 hour of office location
- Scalable opportunity
Minimum 55% paid on completion over 2yrs max
For more information please call 01765 698 699 and quote the reference number 31419
Current turn over circa: £170,000
Offers over: £320,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Anterim
Locations: Belfast
Additional Notes: - The average investment per household is over £180,000 and thus the vast majority of clients are profitable to service.
- The average client age is 60, providing longevity within the client book to ensue a high return on investment.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
For more information please call 01765 698 699 and quote the reference number 31335
Current turn over circa: £300,000
Offers over: £1,000,000
Established: 5 to 10 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Edinburgh
Additional Notes: Firm benefits from:
- NHS clients
- Strong referrals pipeline from Professional Introducers
- No DB
- Share Sale required with a minimum of 60% on day one
- 4x 60/20/20
For more information please call 01765 698 699 and quote the reference number 31265
Current turn over circa: £1,000,000
Offers over: £3,000,000
Established: 3 to 5 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 10 to 20
Locations: West Lothian
Locations: Edinburgh
Additional Notes: Average portfolio values per-household of near £300,000 means time won't be wasted with low value clients.
For more information please call 01765 698 699 and quote the reference number 31163
Current turn over circa: £350,000
Offers over: £1,450,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Edinburgh
Additional Notes: Retiring IFA Partnership with profitable HNW clients
- Warm handover 12/24 months
- No DB transfers
- Asset Sale minimum of 60% deposit 60/20/20
For more information please call 01765 698 699 and quote the reference number 31156
Current turn over circa: £180,000
Offers over: £390,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Fife
Locations: Kirkcaldy
Additional Notes: Average portfolio per-household above £300k, meaning time will be spent with high-value clients.
For more information please call 01765 698 699 and quote the reference number 31082
Current turn over circa: £800,000
Offers over: £3,100,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Edinburgh
Additional Notes:
- Average Households >350k
For more information please call 01765 698 699 and quote the reference number 31054
Current turn over circa: £260,000
Offers over: £950,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Lanarkshire
Locations: Glasgow
Additional Notes:
- Directly Authorised Glasgow IFA
- Share or Asset sale considered
- No DB business with opportunity for uplift
- 60% deposit required
For more information please call 01765 698 699 and quote the reference number 30667
Current turn over circa: £95,000
Offers over: £335,000
Established: 5 to 10 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Lanarkshire
Locations: Glasgow
Additional Notes: Average portfolio size per household of £500,000, meaning time won't be wasted on low-value clients.
Average on-going advisor charge of 0.75, represeting room for uplift.
For more information please call 01765 698 699 and quote the reference number 30999
Current turn over circa: £1,500,000
Offers over: £6,400,000
Established: 30 to 35 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Scotland
Additional Notes:
- The business is highly profitable producing an EBITDA of c.£850,000
- The practice houses an average client portfolios size of .£800,000 and thus most clients are very profitable to the business
For more information please call 01765 698 699 and quote the reference number 30909
Current turn over circa: £250,000
Offers over: £670,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Edinburgh
Additional Notes: This firm benefits from the following :
- £500k plus average households
- Circa 100 Households
- Asset Sale
Acquirers should be prepared to offer a payment profile of 60/20/20 over 24 months maximum
For more information please call 01765 698 699 and quote the reference number 30902
Current turn over circa: £450,000
Offers over: £2,000,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Glasgow
Additional Notes: Established IFA business with the benefit of the following:
- 0.5% ongoing uplift potential
- £350k average ensures profitable servicing of all clients
- Warm handover of 12 to 24 months offered
Acquirers would need to provide a minimum of 60% deposit on completion with deferred payments at month 12 and 24
For more information please call 01765 698 699 and quote the reference number 30859
Current turn over circa: £200,000
Offers over: £570,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Lanarkshire
Locations: Glasgow
Additional Notes: Retiring IFA Managing c £25m FUM Which Generates c £200,000 from 110 Households
Very clean DA business as no high risk products have been advised to client within the business.
Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer leading to very high post acquisition operating margin.
Average portfolios between £150k and £200k ongoing fees of 0.6% typically. Healthy Mortgage and Protection pipeline.
For more information please call 01765 698 699 and quote the reference number 30162
Current turn over circa: £220,000
Offers over: £880,000
Established: 5 to 10 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Lanarkshire
Locations: Glasgow
Additional Notes: Retiring IFA Managing c.£20m FUM Which Generates £220,000 from 36 Households
- The principal is happy to engage in a 24 month handover to ensure all clients are novated and given a warm introduction to the new firm.
- The average investment per household is over £560,000 and thus the vast majority of clients are profitable to service.
- Vendor is ideally looking for a buyer that would retain team members to ensure minimal disruption between the current advisor relationships.
For more information please call 01765 698 699 and quote the reference number 16085
Current turn over circa: £320,000
Offers over: £1,200,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Lanarkshire
Locations: Glasgow
Additional Notes: Retiring IFA Managing c.£55m FUM
- The principal is happy to engage in a 12-24 month handover to ensure all clients are novated and given a warm introduction to the new firm.
- The average investment per household is over £550,000
- The principal is ideally looking for a buyer that would retain team members to ensure minimal disruption between the current advisor relationships.
For more information please call 01765 698 699 and quote the reference number 30843
Current turn over circa: £130,000
Offers over: £350,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Lanarkshire
Locations: Glasgow
Additional Notes:
- Clean DA business with Pension Investment and Mortgage Permission great opportunity for those seeking a ready made shell company with the added benefit of an existing affordable book of clients.
- Very clean DA business as no high risk products have been advised to client within the business.
- Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer leading to very high post acquisition operating margin.
For more information please call 01765 698 699 and quote the reference number 30825
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
