Directly Authorised Chartered Financial Planning business.
Client servicing for over 25 years. Highly qualified and experience professional team – advisory and support.
Impeccable systems and processes – “paperless office”.
c£130m FUM achieving c£780k of recurring income. Consistently profitable.
Client portfolio of HNW and affluent cases all within central Scotland.
A retirement opportunity for the founding Director and his wife at market rate.
Ongoing employment by the acquirer firm for the advisory and technical support team.
Acquirer firm to be of industry leading standard – professional with resources to ensure security for clients and services levels consistent with the past and currently.
Correctly a business of this quality will command a premium valuation so upper quartile metrics need be applied.
As there is no history of high risk product sales the vendor reasonably expects to transact as a share sale enabling ETR eligibility.
Consideration is sought in 3 deferred stage payments (50:25:25) paid over a 24 month term, subject to DD and contract.Express Interest