Background
With a trading history that spans over 30 years dedicated client service and a highly prominent position within the Scottish business community this is a leading light within the sector.
Highly professional and polished client facing proposition.
Contemporary style operating from prestigious and stylish offices.
Requirement
The Directors are reaching retirement age and with a succession plan in place now is an appropriate time to consider available options.
An open mind whether the solution rests with a “sell & go” or a “sell & stay” route. Most important however is the future welfare and servicing experience of the firm’s loyal client base.
Consideration
The business generates an annual income of £2.5m and from this achieves annual recurring income of £1.7m.
The expectation is for a market rate valuation with consideration passing from acquirer to vendor over a 24 month period as a share sale.
Express Interest
