IFA for Sale Scotland & Northern Ireland

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

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

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

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