IFA for Sale Scotland & Northern Ireland

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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 ask for Byron Snaith

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