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Estate planning specialist for sale in Scotland with legal document services available

Undisclosed

CONFIDENTIAL

  • Leasehold: Price on Application
  • Turnover: £2,300,000 (£44,231 per week)
  • Profit: £399,000

Business Details

Estate planning specialist – Operating across Scotland

The company offers legal document services, supporting individuals and families with the organisation of key legal matters relating to asset management and future care.
The business’s core services include will writing, powers of attorney, and asset-protection solutions, including trust-based structures designed to mitigate risks such as potential care costs.
Our client is now offering the company for sale to facilitate retirement plans and future growth.
Offers invited.
Generated a turnover of £2.3m in YE25, with and adjusted EBITDA of £399k.
Has worked with circa 27k clients across Scotland.
88% of sales from new clients, with an average spend of £1,040 per client.
Additional storage services generate a passive annual income of £3,000.
Probate administration generates £500 commission per case.
Holds approximately 6,000 wills.
Handled 3% of all power of attorney registrations in Scotland in 2024.
Has implemented sustained advertising on STV and across national and regional press.
Operating for close to two decades.

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Stay Safe

Do not pay any deposit to private sellers upfront. If you are looking to purchase a business, we advise that any deposits or transactions made are through a solicitor to prevent fraudulent activities from occuring.

Stay Safe

Don't share confidential information with any private sellers, including your home address, account passwords, bank accounts and credit card information.

Stay Safe

The vast majority of these scams involve the transfer of substantial sums of money. We advise all transactions made are through a solicitor to prevent fraudulent activities from occuring.

Stay Safe

Send a test amount before you consider handing over a large number of funds. Maybe even try transferring £1, and then speaking to your solicitor to confirm receipt.

Stay Safe

Do not disclose proof of funds directly to the sellers. If the sellers request you to show proof of funds, we advise that it is done through a solicitor to prevent fraudulent activities from occuring.

Stay Safe

Buying a business is not covered by consumer rights legislation. It is your responsibility to acquire a business that holds up in quality and agreement.

Stay Safe

Fraudsters will typically use false news in an attempt to get you to act quickly. For example, 'Your account has been disabled. Reset your password now.'.

Stay Safe

Review the performance of a business to make appropriate financial projections. Some businesses are dormant or not trading, so it is essential to check their short and long-term potential.

Stay Safe

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