A modestly scaled advisory business built on strong ethics and excellence in client service and focus.
189 clients and £32m FUM generating a recurring income of circa £100k pa.
Loyal, local client portfolio predominately residing around Aberdeenshire.
Retirement plans for Principal has prompted the sale of this business – now available for a Q2/Q3 2019 completion.
The retiring Director seeks an acquirer with similar cultural values and attitude to client care.
This is a “sell & go” scenario. The exiting Director will ensure an orderly, elegant and effective client hand-over so assisting the integration process.
Post-sale they will be available in an ambassadorial capacity always on hand to provide soft facts as necessary.
Market rate consideration is sought passing from acquirer to vendor over an 18-24 month period in deferred payments.
An introducer arrangement made available to the retiring Director will ensure a steady stream on new client introductions.