Current turn over circa: £750,000
Offers over: £975,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes:
- My client is a high quality firm coming to the market for the first time due to retirement with a focus on finding a friendly and professional purchaser to continue client relationships
- The portfolio is strongly comprised of limited companies with average fees between £1,500-2,500 and a low demographic of 45 demonstrating the quality of the business you'd be taking on
- This practice boasts a qualified and well experienced team who offer a bespoke service to clients and take pride in their roles which has contributed to their consistent 10-15% annual growth
- Ample opportunity to offer additional services including consultancy and advanced tax advice
- Principal happy to offer a warm handover in the coming years to ensure a smooth transition for all parties, but will consider a shorter period if that aligns better with your business plans
BUYER REQUIREMENTS:
- £1.5mil+ turnover
- Must provide audits inhouse
- Must retain local presence
For more information please call 01765 698 699 and quote the reference number 31462
Current turn over circa: £170,000
Offers over: £221,000
Established: 25 to 30 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Surrey
Additional Notes:
- Majority limited companies with strong average fees of £1200 and a healthy profit margin of 50%
- The majority of clients are based within the local area so it is an excellent opportunity to further develop your own business in this region
- You will benefit from staff who hold strong relationships with the clients ensuring continuity and high retention
- My client comes to the market to explore suitable opportunities with a view to complete early 2025
For more information please call 01765 698 699 and quote the reference number 31461
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: £160,000
Offers over: £192,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Additional Notes:
- My client comes to the market for the first time due to retirement with a view to finding a friendly firm that puts emphasis on client relationships
- They offer a client base that is made up predominantly of limited companies with a focus on compliance, leaving ample scope to offer additional services where appropriate
- This business boasts a strong history of over 20 years in the area giving you an excellent foundation to further build your practice on
- This principal is making use of software including Keytime, Quickbooks and Xero however there is still room to introduce additional processes and efficiencies to give you a strong return on your investment for many years to come
- Clients are used to dealing with the firm remotely meaning the portfolio can be ported into your practice based across the Surrey and North Hampshire areas
For more information please call 01765 698 699 and quote the reference number 31455
Current turn over circa: £160,000
Offers over: £208,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Additional Notes: - Majority limited companies with healthy average fees of over £1000 and a low average client age demographic of 45-50 demonstrating the quality of the portfolio
- Making strong use of software including Xero and Tax Calc
- This firm boasts experienced members of staff ensuring continuity for clients and strong retention
- Majority of clients based within the London area so this is an excellent opportunity to further develop your own business in this region
- Option to take on an office space should you require it
BUYER REQUIREMENTS
- ACCA, ICAEW or CIMA qualified
- Own an existing firm established five years or longer
For more information please call 01765 698 699 and quote the reference number 31443
Current turn over circa: £300,000
Offers over: £420,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Additional Notes:
- Client base almost entirely comprised of limited companies with average fees of £1,500-2,000 and a low demographic of 45 giving you an excellent foundation to further build on
- Majority of services focus on compliance leaving ample opportunity to offer additional work including tax advice
- Would be portable into your office in Saffron Walden, Linton, Haverhill, Newmarket, Cambridge, Waterbeach, Ely, St Ives, Huntingdon, Royson and surrounding areas - alternatively you could make use of their office space in the local area
- Team in place to support transition who hold great relationships and offer an excellent service to clients giving you the added benefit of continuity to support the transition period
- Principal happy to offer a warm handover to encourage the strongest retention rates possible
BUYER REQUIREMENTS:
- Turnover £750,000+
- Proof of cash or financing for offer amount
- Must maintain presence in the local area
- Firm must be offering a personal service to clients that can be continued with this acquisition
- Minimum 50% upfront payment
For more information please call 01765 698 699 and quote the reference number 31327
Current turn over circa: £400,000
Offers over: £490,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes:
- My client has a strong reputation in the area after more than two decades in the locality and provides an excellent client base for you to further develop
- 75% of the clients are comfortable using online software giving you the flexibility to either retain the current location or port into your office across Mid and South Hampshire
- Low average client age of 45-50 demonstrating the longevity available
- With a focus on compliance, this firm leaves ample opportunity for you to offer additional services such as consultancy work and advanced tax advice
- Full team of staff that would be available during the handover to ensure a seamless transition and help contribute to strong overall retention
- Principal happy to offer a warm handover
BUYER REQUIREMENTS:
- Turnover £500k +
- Proof of cash of financing for the offer amount
- Minimum of 50% for the first payment
For more information please call 01765 698 699 and quote the reference number 31431
Current turn over circa: £700,000
Offers over: £875,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: West Sussex
Additional Notes:
- My client, a reputable firm in the area comes to the market for the first time due to retirement with a view to finding a friendly and professional purchaser that will retain staff and premises
- Majority limited companies with healthy average fees of roughly £2,000-2,500 spread across low risk industries giving you a strong base to further develop your practice on
- Good mixture of qualified and experienced staff who hold long relationships with clients and take pride in offering a tailored service contributing to consistent year on year retention
- Ample opportunity to offer additional services including consultancy work and tax advice, with a few clients nearing the audit threshold demonstrating the future growth potential
- My client is happy to offer a warm handover between 6-24 months to ensure maximum client satisfaction and retention going forward providing additional security to your investment
BUYER REQUIRMENTS:
- Turnover £1mil +
- MUST retain staff and local presence
- Acquisition experience is preferred but not essential
For more information please call 01765 698 699 and quote the reference number 30733
Current turn over circa: £200,000
Offers over: £260,000
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: Berkshire
Additional Notes:
- Majority limited companies with strong average fees of £1,000 and a low average client age demographic of 45-50 demonstrating the quality and longevity in the portfolio
- Clients are mostly dealt with remotely so there are no overheads to inherit regarding an office space or staff so this can be ported straight onto your bottom line
- Making strong use of software including Sage, Xero and IRIS ensuring a smooth and seamless transition
- Top three clients generate a total of £28,000 of fees demonstrating the low risk nature of this opportunity
BUYER REQUIREMENTS
- Must retain existing principal
For more information please call 01765 698 699 and quote the reference number 31417
Current turn over circa: £150,000
Offers over: £202,500
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Additional Notes:
- Majority of clients made up of limited companies and high net worth individuals with average fees in excess of £2,000
- Limited consultancy work or tax planning offered leaving you with ample opportunity for additional growth
- Averages five new enquiries per month demonstrating the reputation and potential for you to enjoy
- Over 50% of clients on monthly direct debit giving you instant cashflow
- Benefits from a team of loyal staff that hold strong relationships with clients giving you an added level of continuity, helping to contribute to stronger retention rates
- Principal is happy to offer a warm handover to suit your needs helping to contribute to the strongest retention rates possible
BUYER REQUIREMENTS:
- Firm turnover £500,000+
- Experience and ideally expertise in property
- Will retain staff members
- Proof of cash of funding for the offer amount
- Acquisition experience
For more information please call 01765 698 699 and quote the reference number 31115
Current turn over circa: £200,000
Offers over: £260,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Kent
Additional Notes:
- Majority limited companies with healthy average fees and a low average client age demographic of 45-50
- All clients are based locally within the Kent area so an excellent opportunity to develop your business in this region
- You will benefit from a team of experienced staff who hold strong personal relationships with the clients ensuring continuity
- The business has been growing well simply from word of mouth referrals without the need for advertisement
- Making strong use of software ensuring a seamless transition as we move towards MTD
For more information please call 01765 698 699 and quote the reference number 31408
Current turn over circa: £300,000
Offers over: £390,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Additional Notes:
- This portfolio is made up almost entirely of limited companies with average fees of £2-3,000 and the remainder is comprised of high income individuals demonstrating the quality you'll be taking on
- Adjusted profit margin of 60%+ giving you a strong return on your investment in a shorter period
- With a main focus on compliance this practice offers ample opportunity to upsell additional services, predominantly consultancy such as management accounts, service reporting and tax advice which would be welcomed by clients
- Existing Principal is turning down WOM referral work akin to 2 per week due to lack of time for additional clients, demonstrating the untapped growth potential
- With 100% of the client base managed remotely through the use of online software and no lease to assume, this practice can be ported across Oxfordshire, Buckinghamshire, Berkshire and into London
BUYER REQUIREMENTS:
- Proof of cash/funding for offer amount
- Practice established for 3+ years
- Tech focused ethos
- Acquisition experience would be ideal but not essential
For more information please call 01765 698 699 and quote the reference number 31399
Current turn over circa: £1,300,000
Offers over: £3,000,000
Established: 10 to 15 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes:
- Excellent profitability in excess of 50% giving you a strong return on your investment going forward
- 75% of the fees are made up of audit work with the remainder as general practice
- Circa 50 clients demonstrating the quality nature of the firm and future potential to offer additional services
- Full team in place to support a transition who hold strong client relationships helping contribute to higher retention rates
- Principal happy to offer warm handover to suit your needs
For more information please call 01765 698 699 and quote the reference number 31385
Current turn over circa: £80,000
Offers over: £104,000
Established: 20 to 25 years
Gross Recurring Revenue: 30-50k
Number of staff: 1 to 3
Locations: Kent
Additional Notes:
- A concise client base made up of majority limited companies with healthy average fees bolstered by management consultancy
- This firm boasts an exceptionally loyal client base, with the majority of clients retained for between ten to fifteen years
- You will benefit from experienced members of staff who have held strong relationships with the clients for over ten years ensuring continuity and protected client goodwill
- Making strong use of software including Xero and Quickbooks
For more information please call 01765 698 699 and quote the reference number 31381
Current turn over circa: £300,000
Offers over: £450,000
Established: 25 to 30 years
Gross Recurring Revenue: 200-300k
Number of staff: 3 to 5
Additional Notes:
- Well established firm with long standing clients that offer you a unique opportunity to develop in the area and further build a base for your practice
- Strong percentage of limited companies with an average demographic of 45 giving you great longevity within the firm, maximising your returns for years to come
- Full team of staff who will be there to support a transition to ensure a seamless takeover giving you the best chance at retaining the maximum amount of clients
- Focus on general practice leaving ample opportunity to offer additional services, specifically consultancy work and advanced tax advice
BUYER REQUIRMENTS:
- Retain office or offer a similar local presence
- Proof of cash or financing for the offer amount
- Turnover circa £400,000+
For more information please call 01765 698 699 and quote the reference number 31369
Current turn over circa: £75,000
Offers over: £93,750
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
Current turn over circa: £550,000
Offers over: £770,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes:
- 95% of clients are using Xero comfortably allowing purchasers a smooth integration if they're currently using the same software
- 75% of clients are limited companies with average fees of £2,000 and a low demographic of 45 demonstrating the quality of the fees available
- Ample opportunity to offer new services including consultancy, advanced tax advice and more
- Full team of staff in place to help ease the transition and offer additional support
- 90% of clients paying via monthly direct debit giving you instant cashflow from day one
BUYER REQUIREMENTS:
- Turnover £1mil +
- Proof of cash or funding for asking price
- Minimum 50% upfront payment
For more information please call 01765 698 699 and quote the reference number 31350
Current turn over circa: £300,000
Offers over: £390,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Additional Notes:
- Predominantly bookkeeping based services with the opportunity for you to assume the accounting work leaving ample opportunity for further development
- Good quality team in place who hold strong relationships with clients that can help aid in a smooth transition helping contribute to healthy retention rates
- Majority limited companies with average fees between £2,500-3,500 demonstrating quality of clients
- Principal happy to offer a warm handover to suit your needs
For more information please call 01765 698 699 and quote the reference number 31343
Current turn over circa: £25,000
Offers over: £27,500
Established: 10 to 15 years
Gross Recurring Revenue: <30k
Number of staff: 0
Locations: Essex,Suffolk
Additional Notes:
- My client comes to the market with a view to retiring and selling their concise block of fees to a friendly firm with a personal service
- Would be portable within the Norfolk, Suffolk and Essex counties
- Majority of clients made up of limited companies with a young average age of 45-50
- Light touch clients who are used to remote working
- My client is mindful roughly 50% of the limited companies are VAT registered so it may be better suited to a non VAT registered buyer, however they are open to other options assuming this can be managed
- We would ideally be looking for a swift exit by Christmas 2023 and the principal will offer a warm handover to ensure the highest retention rates possible
For more information please call 01765 698 699 and quote the reference number 30071
Current turn over circa: £500,000
Offers over: £650,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes:
- Well established practice coming to the open market for the first time with a view to retiring and passing clients over to a friendly and approachable firm that will maintain a local presence
- Majority limited companies with healthy average fees of roughly £1,500 to £2,000 and a low demographic of 45 demonstrating the quality of the clients available
- Experienced staff who hold nearly all of the relationships with clients will be available to support the transition going forward providing an excellent element of continuity
- With a main focus on compliance this firm offers scope to provide additional services including consultancy and tax advisory
- Principal will offer a warm and flexible exit to suit your needs, helping to contribute to the strongest retention rates possible
BUYER REQUIREMENTS:
- Turnover £750,000+
- MUST maintain local presence
- MUST retain staff
- Share purchase
For more information please call 01765 698 699 and quote the reference number 31329