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

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