IFA Buyers Scotland

Up front budget: £600,000

Current turn over circa: £1,600,000

Cash offer: to 4.6x 50/25/25

Established since: 1977

Locations: Glasgow

Additional Notes: IFA Practice Generating Revenue of c.£1.5m with a Cash Rich Balance Sheet Offering up to 4.6x Recurring Revenue with 50% up Front.

This practice has been established over four decades without a single complaint upheld over the period. The track record stands testament to the strength of relationships with clients and will continue the same successful approach to all new clients taken on board.

The business has an in house, premium consulting unit and a 5:1 ratio of highly qualified and supportive Paraplanners to each adviser, enabling a pure advisory focused model. The team are ideally placed to aid the transitional period and ensure near 100% client retention post acquisition.

The legacy this IFA has built over decades of outstanding customer service, zero upheld complaints and exceptional performance guarantees a smooth and secure transaction process for anyone looking for the ideal home for their life’s work. With recent new hires, the business is in an optimal position to expand and continue forward with a flawless track record.  

For more information please call 01765 698 699 and quote the reference number 178095

Up front budget: £300,000

Current turn over circa: £300,000

Cash offer: Up to 3.5x recurring revenue

Established since: 2013

Additional Notes: Independent financial advice to Ayrshire, Inverclyde, Glasgow and Renfrewshire.

A team of advisers with over 40 years of providing reliable financial advice to individual clients as well as businesses.

Long term ongoing relationships with our clients and the fact that they are so happy with your service, they refer us to their family and friends.

Dealing with everything from -
Investments, Pensions/Retirement Planning, Trusts and Estate Planning, Protection and Mortgages.

For more information please call 01765 698 699 and quote the reference number 177933

Up front budget: £300,000

Current turn over circa: £2,000,000

Cash offer: Up to 3.5x recurring revenue

Established since: 2000

Locations: Fife

Additional Notes: Established for Over 10 years, it is an integrated financial services practice offering accounting, tax and financial planning services to SME's and HNWI'S .

Particularly interested in bolt on acquisitions and opportunities to expand their geographic coverage.

For more information please call 01765 698 699 and quote the reference number 177743

Up front budget: £ 500,000

Current turn over circa: £ 750,000

Cash offer: 3.5x recurring 50/25/25

Established since: 2013

Locations: Belfast

Additional Notes: A high quality telephone based business looking for a fourth successful acquisition. Boasting 99 per cent retention rate of 2 previous acquisitions of over 7mil AUA.

Focusing on providing a high quality service to the ‘middle market’ of UK retail clients investing 15K 150k, this firm is looking to grow their existing client bank of over 850 active households even further following on from their continual rapid and successful growth since 2013

This acquirer offers a unique opportunity to complete partial client bank purchases. They would be keen to speak to individuals or businesses who would like to offload a portion of their client bank and focus on their core clients. Particularly attractive to those preparing for a future exit and looking to make their core business more attractive and worth a higher premium, those looking to free up some time and offload smaller clients, those struggling to provide profitable review based service to smaller clients and also those looking to head in a different direction but remain in the industry.

Looking for a targeted acquisition to grow their Financial Planning and Investment Management arms the offering for the right firm, up to 3.5 times ongoing adviser fees with 50 per cent deposit on day one with 25 per cent after 12 months and 25 per cent after 24 months.

For more information please call 01765 698 699 and quote the reference number 177004

Up front budget: £ 1,000,000

Current turn over circa: £ 1,000,000

Cash offer: 4x recurring revenue with 60% upfront and two installments of 20% paid at 12 and 24 months.

Established since: 2018

Locations: Ballymena

Additional Notes: Youthful business with two experienced directors, focused on building a business that will last them the next 25 years and form part of their legacy to be passed to their children.

Boasting over £100mill FUM from their brief existence, they are focused on building a long term future for their staff and clients. Currently investing heavily in the staff and training them up through diploma level and beyond, the clients with their robust, monitored service proposition and further client events; holding regular investment events for clients to help them understand the market and also taking a number of their clients to the Open Championship in Portrush; they really go the extra mile. Currently charging 0.5% as an ongoing charge and happy to migrate clients down from a higher charge to ensure retention.

Looking to buy a business with an average portfolio size of approximately £200,000 or more, with an ongoing charge of anywhere from 0.5% to 1%. Up to £50mill FUM. Retention of staff and existing directors on offer for the right people sharing values of hard work and a capacity for change and improvement.

For more information please call 01765 698 699 and quote the reference number 176732