Current turn over circa: £2,000,000
Offers over: £3,600,000
Established: More than 35 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Additional Notes:
- My client is a well run, established firm coming to the market with a view to finding a supportive and professional practice to take over current client and staff relationships
- Principal is happy to offer a warm handover and stay on in a longer term consultancy role to ensure the success of the transaction
- Large majority of the clients are limited companies with healthy average fees and a low demographic giving you excellent longevity going forward
- Ample opportunity to upsell additional services including audit, advanced tax advice, consultancy work and more
- Well structured and qualified team in place that provide an excellent, tailored service to clients, demonstrated through their fantastic online reviews and continuous annual growth through recommendation and referrals
BUYER REQUIREMENTS:
- Must retain local presence
- Minimum 50% upfront deposit
For more information please call 01765 698 699 and quote the reference number 31628
Current turn over circa: £250,000
Offers over: £325,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Additional Notes:
- My client comes to the market with a view to finding a professional firm that offers a personal touch to clients and appreciates the need for investment and development in technology
- 60% of the clients are made up up of limited companies with averages fees of £1,000-2,000
- Strong usage of software
- Principal happy to provide a warm handover to ensure the strongest retention rates and would welcome the opportunity to stay on in a consultancy role going forward
BUYER REQUIREMENTS:
- Must retain local presence
- Proof of cash/funding
For more information please call 01765 698 699 and quote the reference number 31621
Current turn over circa: £750,000
Offers over: £937,500
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes:
- This firm comes to the market due to retirement with a view to finding a friendly and professional firm that put emphasis on client care to take over current relationships
- The portfolio is comprised mostly of limited companies and has a large percentage of medical specialist clients
- 65% of the clients are on monthly standing order giving you instant cashflow
- The principal would be interested in staying on in the firm and phasing out over the few years giving you a smooth transition for staff and clients and helping to encourage strong retention rates
- The firm boasts a great, competent team that have strong relationships with the clients giving you fantastic continuity going forward
- As clients are dealt with mostly remotely there is flexibility around location within reason
BUYER REQUIREMENTS:
- Turnover £1.5mil +
- Proof of cash/funding for the total offer amount
- Can offer the vendor to stay on for the next 3 years
For more information please call 01765 698 699 and quote the reference number 31125
Current turn over circa: £300,000
Offers over: £360,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Additional Notes:
- My client comes to the market with a view to finding a purchaser that provides a quality service and offers personal approach to relationships
- Strong profit margin in excess of 35% giving you a strong return on your investment within three years
- With over 15 years in the current location, this practice offers a great foundation for you to further develop your client base and the area
- Compliance focused practice leaving opportunity for upselling services
- Principal is happy to offer a warm handover to ensure the strongest retention rates and will consider a longer term consultancy arrangement if you'd prefer
BUYER REQUIREMENTS:
- Must retain current premises for the first year
- Proof of cash/funding
For more information please call 01765 698 699 and quote the reference number 31603
Current turn over circa: £100,000
Offers over: £125,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Additional Notes:
- My client comes to the market for the first time with a view to finding a purchaser that takes a friendly approach to client relationships and can offer a broad range of services
- Strong percentage of Limited companies with average fees between £1,500-£2,000 demonstrating the quality of the practice you'd be taking on
- Large majority of clients are serviced remotely meaning a purchaser can port this into their offices across North Hertfordshire, Bedfordshire and surrounding areas
- Principal happy to give a warm handover to ensure the strongest client retention possible
BUYER REQUIREMENTS:
- Must retain a presence or be located within areas above
- Proof of cash/funding
- Minimum 50% upfront payment
For more information please call 01765 698 699 and quote the reference number 31586
Current turn over circa: £350,000
Offers over: £490,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes:
- My client comes to the market with a view to finding a purchaser who offers a personal service and puts an emphasis on client relationships
- The portfolio is predominantly comprised of limited companies and holds an average age of 45 giving you strong longevity in the business going forward
- Ample opportunity to offer consultancy work
- Clients are dealt with almost entirely remotely giving you the opportunity to port this into your office across London and benefit from additional synergy savings
- Excellent use of online software
- Qualified team who play a key role in offering a tailored service to clients which has contributed to consistent year on year growth
BUYER REQUIREMENTS:
- Turnover £700,000+
- Established 5+ years
- Must have cash or proof of financing for the offer amount
- Minimum of 50% upfront
- Acquisition experience is ideal but not essential
For more information please call 01765 698 699 and quote the reference number 31458
Current turn over circa: £350,000
Offers over: £455,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes:
- My client is a well established practice that comes to the market for the first time due to retirement with a view to finding a staff centric practice that will look after the team and clients going forward
- Strong percentage of limited companies with average fees between £1-2,000 and a low demographic of roughly 50 giving you an idea of the quality and longevity in the firm
- The principal is happy to give you a warm handover to ensure the strongest retention rates possible
- Full team of staff that hold fantastic relationships with clients giving you a great element of continuity and support in the transaction
BUYER REQUIREMENTS:
- Must retain local presence
- Must retain staff
- Cash/proof of funds for 50% of the offer amount
- Acquisition experience ideal but not a necessity
For more information please call 01765 698 699 and quote the reference number 31575
Current turn over circa: £600,000
Offers over: £780,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: My client is a well established practice coming to the market for the first time due to retirement with a view to finding a friendly and approachable firm who will prioritise client needs and will continue relationships going forward
The portfolio is mostly comprised of limited companies with average fees in excess of £1,500 demonstrating the quality you’d be bringing on
With a main focus on compliance, this firm leaves ample opportunity to offer additional services including financial advisory, advanced tax and consultancy work
The practice boasts an experienced team who hold great relationships and take great care in providing an excellent service which alongside a good stream of referrals has helped contribute to a healthy annual growth of 5-10%
The principal is happy to offer a warm handover or longer term consultancy to suit your needs and ensure the strongest retention rates, helping contribute to a smooth transition for all involved
BUYER REQUIREMENTS:
- Must retain current premises
- Proof of cash and/or funding for the offer amount
- Must retain staff
For more information please call 01765 698 699 and quote the reference number 31468
Current turn over circa: £80,000
Offers over: £88,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Additional Notes:
- My client, a well established practice with strong foundations in the area, come to the market for the first time due to retirement with a view to finding a friendly and personal firm, ideally located in Chichester, Eastergate, Yapton, Littlehampton, Lyminster, Arundel, Barnham, Worthing and surrounding areas
- Large majority of clients are handled remotely (making use of online software and Dropbox) giving you flexibility on the running and location of your firm
- Good percentage of limited companies with average fees in excess of £1,200-1,500 demonstrating the quality of clients you'd be taking on
- My client has a strong base and reputation in the area providing you an excellent foundation to further build your current practice
- The principal is happy to provide a warm and flexible handover to suit your transition needs, helping ensure a smooth process for all involved
For more information please call 01765 698 699 and quote the reference number 22834
Current turn over circa: £1,300,000
Offers over: £1,500,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes:
- Large majority limited companies with healthy average fees in excess of £4-5,000 demonstrating the quality of the firm you'd be taking on
- Full team in place that hold excellent relationships with clients and will be there to support a full transition going forward
- Principal happy to offer a warm handover to ensure strong retention rates
- Ample opportunity to offer additional services including audit, advanced advisory work and more
- Large percentage of clients paying on monthly direct debit giving you instant cashflow from day one
BUYER REQUIREMENTS:
- Turnover £2mil+
- Proof of funds/cash
For more information please call 01765 698 699 and quote the reference number 31550
Current turn over circa: £300,000
Offers over: £375,000
Established: More than 35 years
Gross Recurring Revenue: 200-300k
Number of staff: 3 to 5
Additional Notes:
- My client, a well established practice based North of Southampton, comes to the market with a view to finding a professional firm that offers a personalised service
- Large majority of clients are limited companies with average fees ranging between £1,500-2,500 demonstrating the quality of clients you'd be taking on
- Experienced team in place that hold great relationships with clients and strive to offer a tailored service which has contributed to consistent word of mouth referrals and strong retention rates across the years
- Ample opportunity to offer additional services including advanced tax planning
- Principal is happy to offer a warm handover and is flexible to suit your timelines to ensure the strongest retention rates possible
BUYER REQUIREMENTS:
- Must retain local presence
- Proof of cash/funding for the offer amount (minimum 50% upfront payment)
- Must retain staff
For more information please call 01765 698 699 and quote the reference number 31537
Current turn over circa: £750,000
Offers over: £937,500
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes:
- This firm comes to the market due to retirement with a view to finding a friendly and professional firm that put emphasis on client care to take over current relationships
- The portfolio is comprised mostly of limited companies and has a large percentage of medical specialist clients
- 65% of the clients are on monthly standing order giving you instant cashflow
- The principal would be interested in staying on in the firm and phasing out over the few years giving you a smooth transition for staff and clients and helping to encourage strong retention rates
- The firm boasts a great, competent team that have strong relationships with the clients giving you fantastic continuity going forward
- As clients are dealt with mostly remotely there is flexibility around location within reason
BUYER REQUIREMENTS:
- Turnover £1.5mil +
- Proof of cash/funding for the total offer amount
- Can offer the vendor to stay on for the next 3 years
For more information please call 01765 698 699 and quote the reference number 31125
Current turn over circa: £130,000
Offers over: £162,500
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Additional Notes:
- My client comes to the market for the first time with a view to finding a modern firm that takes a hands on approach to client relationships, who can continue servicing the portfolio going forward
- Majority of clients are comfortably being serviced remotely so you can port this into your office across North London, Hertfordshire and Surrey
- Strong percentage of limited companies with opportunity to provide additional services including bookkeeping and consultancy/advisory
- Principal happy to give a warm handover to ensure the strongest retention rates going forward
- Opportunity to take on a significant payroll portfolio that can be discussed in the initial meeting
For more information please call 01765 698 699 and quote the reference number 31506
Current turn over circa: £150,000
Offers over: £195,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Essex
Additional Notes:
- This portfolio is comprised entirely of limited companies with average fees of £1,200+ and a low demographic of 45-50 demonstrating the quality of fee base you'd be acquiring
- The clients are being serviced remotely giving you the flexibility to port this straight into your office and benefit from low overheads and synergy savings providing an excellent return on your investment
- Currently turning down work akin to £10,000 per month demonstrating the vast opportunity available for a firm with more resource
- Full handover will be provided
- It would be favourable from a handover perspective if a purchaser was located across Essex or wider East Anglia but not essential
For more information please call 01765 698 699 and quote the reference number 31502
Current turn over circa: £750,000
Offers over: £937,500
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 10 to 20
Locations: Greater London
Additional Notes:
- My client comes to the market to offer their well established practice that can be ported straight into your office across the London area and is eager to find a friendly and professional firm that has acquisition experience to continue client and staff relationships
- Excellent portfolio comprised strongly of limited companies with average fees in excess of £2,500 and a low client age of 45, demonstrating the quality of clients you'd be taking on
- This firm has been making fantastic use of online software for over ten years and boasts a loyal team that work from home and process to complement the modern, cloud based approach to accountancy
- The practice is geared towards compliance, which leaves ample opportunity to offer consultancy services
- Principal will happily stay on for a warm handover and will offer a consultancy agreement giving you plenty of flexibility to find an exit that works for both parties
BUYER REQUIREMENTS:
- Turnover £1,100,000+
- Established for over 8 years
- Acquisition experience not essential but will be heavily favoured in the shortlisting process
- As firm is making great use of online software, the purchaser will need to be technologically inclined
For more information please call 01765 698 699 and quote the reference number 30703
Current turn over circa: £500,000
Offers over: £700,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes:
- My client, a creative accountancy firm, comes to the market with a view to finding a practice with experience in the industry or one who is looking to enter into the space
- Large majority of the portfolio is limited companies with average fees of £5,000+ for compliance demonstrating the quality of the portfolio you'd be taking on
- Ample opportunity to offer additional services including advanced tax advice and consultancy work including management accounts and quarterly reviews
- Full team of staff in place to help support the sale and service clients going forward
- Principal happy to offer a warm and flexible handover to suit your requirements to ensure the strongest retention rates possible
- 100% of clients are using Xero providing an easy and efficient transition for those utilising the software
BUYER REQUIREMENTS:
- Must retain staff
- Chartered practice
- Turnover £700,000+
For more information please call 01765 698 699 and quote the reference number 31482
Current turn over circa: £60,000
Offers over: £72,000
Established: 30 to 35 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Additional Notes:
- My client comes to the market for the first time due to retirement and is looking for a friendly firm to take over current relationships that is ideally located in Chelmsford, Witham, Braintree, Halstead, Colchester and surrounding areas
- The portfolio is made up of less than 25 clients demonstrating the quality of the fees in place
- Ample opportunities to improve efficiencies through further usage of software giving you an immediate value leap for clients
- Principal happy to provide a short warm handover to help ensure client retention
For more information please call 01765 698 699 and quote the reference number 31481
Current turn over circa: £850,000
Offers over: £1,105,000
Established: More than 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes:
My client comes to the market due to retirement and is looking for a friendly firm that prioritises client care and relationships whilst offering a quality service
Large majority of clients are limited companies with average fees ranging between £2-3,000 for compliance demonstrating the quality of the portfolio
Ample opportunity to offer additional services, specifically in consultancy, advanced tax advice and financial services
Roughly 35-40% of the fee base is on monthly direct debit giving you instant cash flow from day one
Full team in place to support the transition and continue client relationships going forward
Principal happy to offer a warm handover to ensure the strongest retention rates
BUYER REQUIREMENTS:
Turnover £1,500,000+
Must retain local presence
Acquisition experience is ideal but not essential
Client focused practice
For more information please call 01765 698 699 and quote the reference number 31478
Current turn over circa: £600,000
Offers over: £780,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: My client is a well established practice coming to the market for the first time due to retirement with a view to finding a friendly and approachable firm who will prioritise client needs and will continue relationships going forward
The portfolio is mostly comprised of limited companies with average fees in excess of £1,500 demonstrating the quality you’d be bringing on
With a main focus on compliance, this firm leaves ample opportunity to offer additional services including financial advisory, advanced tax and consultancy work
The practice boasts an experienced team who hold great relationships and take great care in providing an excellent service which alongside a good stream of referrals has helped contribute to a healthy annual growth of 5-10%
The principal is happy to offer a warm handover or longer term consultancy to suit your needs and ensure the strongest retention rates, helping contribute to a smooth transition for all involved
BUYER REQUIREMENTS:
- Must retain current premises
- Proof of cash and/or funding for the offer amount
- Must retain staff
For more information please call 01765 698 699 and quote the reference number 31468
Current turn over circa: £45,000
Offers over: £54,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Additional Notes:
- My client comes to the market to offer their cloud based business with a view to finding a firm that is either based in or happy to hold a presence in central Southampton, Romsey, North Baddesley, Eastleigh and surrounding areas
- Roughly 25% of the firm is made up of limited companies and the rest is comprised heavily of individual personal tax clients with a handful of sole traders
- Light touch work that would need the equivalent of one full time member of staff to manage
- Full handover provided to ensure a smooth transition for all involved, contributing to stronger retention rates
BUYER REQUIREMENTS:
- Chartered firm
- Locations as above
- Proof of cash or financing for the offer amount
For more information please call 01765 698 699 and quote the reference number 31364
Retiring Accountant
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
