IFA Buyers Scotland

Up front budget: £3,000,000

Current turn over circa: £12,000,000

Cash offer: Up to 4x

Established since: 2009

Locations: County Down

Locations: Belfast

Additional Notes: Following a series of successful acquisitions within their network, this firm is now looking to expand further by exploring opportunities in the open market.

With strong cash reserves, a team of over 100 advisers across the UK, and the backing of a highly respected network, the firm is well-positioned to complete acquisitions efficiently and provide long-term support and care for your clients.

For more information please call 01765 698 699 and quote the reference number 181420 ask for Edward Thorpe

Up front budget: £4,000,000

Current turn over circa: £2,000,000

Cash offer: 3.5x

Established since: 20

Locations: Aberdeenshire

Additional Notes: Well-established firm seeking to work with retiring IFAs who wish to pass their business to a trusted local firm.

Fully independent, with no expectation for clients to be advised differently than before, increasing the chance of clients being retained long-term.

Experienced in acquisitions and equipped to integrate new clients quickly and efficiently.

For more information please call 01765 698 699 and quote the reference number 181392 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Edward Thorpe

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith