Home / IFA Firms For Sale / Scotland and Northern Ireland / £200mill FUM, charging 0.5% ongoing. Hub purchase.
£2,000,000

£200mill FUM, charging 0.5% ongoing. Hub purchase.

Ref: 30523
Current Turnover
£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
Location
Scotland and Northern Ireland

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

Contact Us

BS
Byron Snaith
Quote reference: Seller Ref: 30523
Scotland and Northern Ireland

IFA similar to this

Belfast IFA Client Bank – £44m FUM, 200 Households and 0.6% On-Going Adviser Charge

  • Turnover: £265,000
  • Offers Over: £900,000
  • Location: Scotland and Northern Ireland
View Details →

£33m FUM Edinburgh Sole Trader – High-Value Client Bank with Clean Asset Sale

  • Turnover: £250,000
  • Offers Over: £1,000,000
  • Location: Scotland and Northern Ireland
View Details →

Established IFA in Edinburgh with £85m AUA, £575k RI & Significant Revenue Uplift Potential

  • Turnover: £900,000
  • Offers Over: £2,500,000
  • Location: Scotland and Northern Ireland
View Details →

High-Quality £100m AUM Acquisition with £400k RI and Uplift Potential

  • Turnover: £450,000
  • Offers Over: £1,600,000
  • Location: Scotland and Northern Ireland
View Details →

£55m AUM and £225k Recurring Income from a Clean, Low-Risk Bolt-On

  • Turnover: £250,000
  • Offers Over: £1,000,000
  • Location: Scotland and Northern Ireland
View Details →

£16m Portfolio with £100k RI, 48 Households and Significant Value Uplift Opportunity

  • Turnover: £110,000
  • Offers Over: £380,000
  • Location: Scotland and Northern Ireland
View Details →