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.
- Asking Price:
- Undisclosed
- Turnover:
- £1M - £5M
- Net Profit:
- Undisclosed
Property Information
- Property:
-
Leasehold
