← All businessesFinancial Services / Financial Advisory & Wealth / IFA & wealth management
Financial Planning Practice With Freehold Offices In Aberdeen
Aberdeen, Aberdeen City, ScotlandIdentity protected
Available
About this business
Financial planning and wealth management practice in an Aberdeen suburb, opened in 2024 and working from freehold offices it owns. A team of 5 looks after private clients' investments, pensions and protection. Turnover has grown to £710k and EBITDA has risen 33% to £137k, a margin of about 19%. The practice is young, so a buyer should look closely at how clients came to it and how settled they are. The office building is included in the sale.
Key investment highlights
- Freehold offices included
- EBITDA up 33% since 2024
- Margin of about 19%
- Team of 5 advising private clients
Reason for sale
The owners are selling to concentrate on their accountancy firm in the city.
Nothing flagged on the two questions buyers ask first
No flagRevenue going backwards and one client being too much of it are the two things that end most deals in due diligence. Both are shown here up front, from the figures the seller supplied.
- Revenue directionNo flag
Turnover is flat year on year.
- 2024: baseline
- 2025 (+5.0%)
- 2026 (+1.7%)
3 years of turnover, 2024 to 2026, as supplied by the seller.
- Client concentrationNot stated
The seller has not declared what share of revenue the largest clients represent.
No declaration supplied. Client concentration cannot be derived from accounts.
EBITDA margin widened from 15.5% in 2024 to 19.3% in 2026.
These are observations from the supplied figures, not a view on whether this business is worth buying. Nothing here predicts an outcome.
Computing valuation...
What happens next
Submit an enquiry to the seller. Once they approve it, you sign a non-disclosure agreement and gain access to the information memorandum, the financials and a secure deal room with the seller.