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 ask for Byron Snaith
Current turn over circa: £87,000
Offers over: £310,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Highlands
Locations: Inverness
Additional Notes: Average portfolio size per household of £440,000 meaning that each client is worth seeing.
.5 charging structure so there is room for uplift.
For more information please call 01765 698 699 and quote the reference number 30785 ask for Byron Snaith
Current turn over circa: £105,000
Offers over: £350,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Glasgow
Additional Notes: - Directly Authorised Business
- Share Sale
- Minimum deposit of 50%
- Payment terms of a maximum of 24 months
For more information please call 01765 698 699 and quote the reference number 30772 ask for Byron Snaith
Current turn over circa: £70,000
Offers over: £165,000
Established: 15 to 20 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: Falkirk
Additional Notes: Directly Authorised Practice recently approved this firm would form the ideal platform for those seeking to exit a network and has recurring revenue from a core of long established client relationships
For more information please call 01765 698 699 and quote the reference number 30757 ask for Byron Snaith
Current turn over circa: £400,000
Offers over: £1,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Lanarkshire
Locations: Glasgow
Additional Notes: Established in 2003 this opportunity benefits from:
- £56m plus FUM
- 0.5% average ongoing giving opportunity for uplift
- 95% Clients within 1 hours of Glasgow
- Client Portfolios £200k plus Average
- An experienced Back Office Team
Enquiries invited from those acquirers offering 50% consideration on completion and that would consider retaining this compact team for a minimum of 2 years
For more information please call 01765 698 699 and quote the reference number 30695 ask for Byron Snaith
Current turn over circa: £300,000
Offers over: £950,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Additional Notes: - He is looking to pass on approximately 100 households of loyal clients via an in depth handover.
- Almost £40mill FUM.
- 95% of the business is held on one platform
For more information please call 01765 698 699 and quote the reference number 30668 ask for Byron Snaith
Current turn over circa: £500,000
Offers over: £2,200,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Aberdeenshire
Locations: Aberdeen
Additional Notes: Established IFA Share Sale required
For more information please call 01765 698 699 and quote the reference number 30634 ask for Byron Snaith
Current turn over circa: £750,000
Offers over: £2,300,000
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Aberdeenshire
Additional Notes: Average ongoing client charge 0.5% lots of uplift potential.
Profitable entity adding around £2mill new FUM per month.
Ltd company, directly authorised business with very limited liability.
For more information please call 01765 698 699 and quote the reference number 30619 ask for Byron Snaith
Current turn over circa: £70,000
Offers over: £210,000
Established: 5 to 10 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: Dumfries and Galloway
Additional Notes: Private Medical Insurance Business perfect cross selling opportunity
For more information please call 01765 698 699 and quote the reference number 30565 ask for Byron Snaith
Current turn over circa: £100,000
Offers over: £335,000
Established: 25 to 30 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Additional Notes: Average Portfolios in excess of £200k all on one platform
For more information please call 01765 698 699 and quote the reference number 30547 ask for Byron Snaith
Current turn over circa: £180,000
Offers over: £520,000
Established: 3 to 5 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: County Antrim
Additional Notes: Established Niche Firm with young professional client base
For more information please call 01765 698 699 and quote the reference number 30524 ask for Edward Thorpe
Current turn over circa: £2,000,000
Offers over: £2,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Aberdeenshire
Additional Notes: Retention of the brand, offices, name, and staff essential to the deal. Director would like to stay on looking after their clients.
The value will be attained based on a multiple of EBTIDA.
Selling looking for a deal focused on continuity and minimal change.
For more information please call 01765 698 699 and quote the reference number 30523 ask for Byron Snaith
Current turn over circa: £150,000
Offers over: £200,000
Established: 15 to 20 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: Glasgow
Additional Notes: The vendor is looking to retire from the industry
0.5% adviser charge
No DBT or anything risky
For more information please call 01765 698 699 and quote the reference number 30505 ask for Byron Snaith
Current turn over circa: £1,000,000
Offers over: £3,500,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: Uplift potential.
No DB transfers.
For more information please call 01765 698 699 and quote the reference number 30386 ask for Byron Snaith
Current turn over circa: £500,000
Offers over: £1,350,000
Established: 1 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Belfast
Additional Notes: - AR opportunity.
- Guaranteed buyout to be put in place at pre-agreed deal structure and value.
For more information please call 01765 698 699 and quote the reference number 30232 ask for Edward Thorpe
Current turn over circa: £ 250,000
Offers over: £ 540,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Fife
Additional Notes: - Directly authorised limited company. Exceptionally clean having no complaints, regulation issues. Conducted no risky business (no DB transfers, EIS, VCT, UCIS, structured products, etc).
- Happy to provide a face to face handover for the passing on of the client goodwill.
- Approximately 120 households
- Intelliflo back-office system
- A really solid client foundation where new business is being turned away by the director.
- Fantastic opportunity to buy a clean, well-oiled business. Due to the vanilla nature of the firm, the seller would only look to sell the shares so that they qualify for ER.
For more information please call 01765 698 699 and quote the reference number 30206 ask for Byron Snaith
Current turn over circa: £ 150,000
Offers over: £ 450,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Glasgow
Additional Notes: Established DA business with 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 ask for Byron Snaith
Current turn over circa: £ 300,000
Offers over: £ 860,000
Established: 10-1 years
Gross Recurring Revenue: 200-300k
Number of staff: 1-3
Locations: Inverness
Additional Notes:
Exceptional Directly Authorised Practice with an average client portfolio of £450,000, £35m FUM and Turnover of over £300,000
Rare opportunity to acquire a fantastically profitable Practice established over a decade ago with zero complaints made since inception. The high level of profitability can be partly accredited to a very high level (over 80%) of clients traveling to the office for annual reviews. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
The Practice offers three distinct levels of service, the third being a Premier offering servicing larger clients, including almost 10 clients with a portfolio size of above £1,000,0000. Housing largely high net-worth clients, the opportunity ensures every single client is profitable and high margin, representing an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period.
There is also large opportunity within the 200 inactive clients the Practice holds. For a business which has just a small amount of spare staff capacity, at least 30 of the clients could be converted to active clients, creating an additional £30,000 in Recurring almost immediately from just this channel alone.
For more information please call 01765 698 699 and quote the reference number 30043 ask for Byron Snaith
Current turn over circa: £ 300,000
Offers over: £ 860,000
Established: 10-1 years
Gross Recurring Revenue: 200-300k
Number of staff: 1-3
Locations: Inverness
Additional Notes:
Exceptional Directly Authorised Practice with an average client portfolio of £450,000, £35m FUM and Turnover of over £300,000
Rare opportunity to acquire a fantastically profitable Practice established over a decade ago with zero complaints made since inception. The high level of profitability can be partly accredited to a very high level (over 80%) of clients traveling to the office for annual reviews. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
The Practice offers three distinct levels of service, the third being a Premier offering servicing larger clients, including almost 10 clients with a portfolio size of above £1,000,0000. Housing largely high net-worth clients, the opportunity ensures every single client is profitable and high margin, representing an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period.
There is also large opportunity within the 200 inactive clients the Practice holds. For a business which has just a small amount of spare staff capacity, at least 30 of the clients could be converted to active clients, creating an additional £30,000 in Recurring almost immediately from just this channel alone.
For more information please call 01765 698 699 and quote the reference number 30043 ask for Byron Snaith
Current turn over circa: £ 300,000
Offers over: £ 860,000
Established: 10-1 years
Gross Recurring Revenue: 200-300k
Number of staff: 1-3
Locations: Inverness
Additional Notes:
Exceptional Directly Authorised Practice with an average client portfolio of £450,000, £35m FUM and Turnover of over £300,000
Rare opportunity to acquire a fantastically profitable Practice established over a decade ago with zero complaints made since inception. The high level of profitability can be partly accredited to a very high level (over 80%) of clients traveling to the office for annual reviews. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
The Practice offers three distinct levels of service, the third being a Premier offering servicing larger clients, including almost 10 clients with a portfolio size of above £1,000,0000. Housing largely high net-worth clients, the opportunity ensures every single client is profitable and high margin, representing an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period.
There is also large opportunity within the 200 inactive clients the Practice holds. For a business which has just a small amount of spare staff capacity, at least 30 of the clients could be converted to active clients, creating an additional £30,000 in Recurring almost immediately from just this channel alone.
For more information please call 01765 698 699 and quote the reference number 30043 ask for Byron Snaith
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
