Current turn over circa: £625,000
Offers over: £812,500
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes:
- Majority limited companies with average fees in excess of £2,000 and a low portfolio age demonstrating the high quality clients you'll be taking on board
- Well structured and experienced team who hold great relationships with clients giving you an added benefit of continuity going forward
- Principal happy to offer a warm and flexible exit to suit your needs encouraging the highest possible retention rates going forward
- Great opportunity for additional value added services including consultancy and tax advice
We are looking for serious purchasers who must hit the criteria below
BUYER REQUIREMENTS:
- Cash or proof of funding for the offer price
- Must retain staff
- Consider keeping the office/location
For more information please call 01765 698 699 and quote the reference number 31169
Current turn over circa: £350,000
Offers over: £472,500
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 5 to 10
Additional Notes:
- Coming to the market for the first time due to retirement, my client offers there well established and high quality firm to the market with a view to finding a personable and client-focused purchaser to continue current relationships
- 40% profit margin giving you a swift return on investment in less than three years
- Strong lead generation through word of mouth and referrals akin to 1-2 per week showing the ample opportunity to grow the portfolio
- Concise client base with a majority makeup of limited companies with average fees at £1,500 and a young client age of 45 demonstrating the quality of the firm
- Opportunity to develop and upsell consultancy/advisory services
- Well experienced team with a great management structure that hold long term relationships with clients giving you a strong sense of continuity going forward to contribute to high retention
For more information please call 01765 698 699 and quote the reference number 31154
Current turn over circa: £90,000
Offers over: £117,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Additional Notes:
- Majority limited companies with average fees in excess of £1,500
- Roughly 75% profit margin gicing you a strong return on your investment in less than a year and a half
- Exiting vendor happy to provide warm handover to suit your needs to encourage client retention
- Majority compliance with ample opportunity for additional services
- Clients serviced rmeotely allowing a purchaser to be located in Berkshire, Oxfordshire or Gloucestershire
For more information please call 01765 698 699 and quote the reference number 31151
Current turn over circa: £80,000
Offers over: £104,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Additional Notes:
- Roughly 80% adjusted profit giving you a strong return on your investment in less than 18 months
- High quality client base made up of 50% LTDs with average fees of roughly £2,000 and a young portfolio age of 45
- Great opportunity to offer additional services including consultancy, tax planning and management accounts
- Light touch clients which owner services across the equivalent of a 3 day work week meaning you will be able to easily bring this into your current firm
- 100% of clients dealt with remotely allowing the purchaser to be located across Berkshire
- Owner will happily offer any handover or consultancy needed to ensure clients are transferred smoothly so we can encourage the highest retention rates possible
For more information please call 01765 698 699 and quote the reference number 31147
Current turn over circa: £550,000
Offers over: £660,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 5 to 10
Additional Notes:
My client comes to the market with a view to finding a modern firm that embraces technology to take over current client relationships
- Strong lead generation akin to 5 per week with a 90%+ conversion rate demonstrating the growth potential available
- Fantastic opportunity to offer consultancy and advanced tax work to the current client base
- Experienced team who are well versed in online software packages and hold great relationships with the clients giving you an added level of continuity
- Located in a growing town and as a result we will need a purchaser to retain a local presence
For more information please call 01765 698 699 and quote the reference number 31146
Current turn over circa: £180,000
Offers over: £234,000
Established: 15 to 20 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 £3,000
- 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
- Opportunity for audits from existing clients
- 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+
- Will retain staff members
- Proof of cash of funding for the offer amount
- Acquisition experience would be great but not necessary
For more information please call 01765 698 699 and quote the reference number 31143
Current turn over circa: £140,000
Offers over: £180,000
Established: More than 35 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Hertfordshire
Additional Notes:
- Chartered practice
- Fees generated largely from compliance work
- No consultancy offered so plenty of opportunity for further expansion
- No commitment to premises
- IRIS software
- Strong profit margin
- The owner is looking for the right fit for his clients and is prepared to provide a strong handover for mutual benefit
For more information please call 01765 698 699 and quote the reference number 31139
Current turn over circa: £550,000
Offers over: £742,500
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes:
- Conscise client base made up entirely of limited companies with average fees of £5,000-10,000 demonstrating the quality of clients you'd be taking on
- Adjusted profitability of roughly 50% giving you a return on your investment in two years
- Strong, experienced team that hold great relationships with the clients giving you an added element of continuity to help ensure the strongest retention rates possible
- Clients dealt with remotely allowing you to port this into your current office space and benefit from further synergy savings
- Great opportunity for firms with tax services available
BUYER REQUIREMENTS:
- Proof of cash or funding for the asking price
- Turnover £750,000 or more
For more information please call 01765 698 699 and quote the reference number 31130
Current turn over circa: £700,000
Offers over: £875,000
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 for the first time 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
- The firm boasts a great, competent team that have strong relationships with the clients giving you strong 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: £500,000
Offers over: £600,000
Established: More than 35 years
Gross Recurring Revenue: 300-500k
Number of staff: 5 to 10
Locations: Kent
Additional Notes:
- Strong team of staff with great client relationships
- 500 clients (50% Ltd, 50% Sole Traders)
- Market Rate fee charging structure
- Principal happy to offer a warm handover to suit your needs
This practice offers ample opportunity for growth through additional services including consultancy/advisory and advanced tax planning.
Your offer must be to purchase the shares of the business and recognise the importance of retaining a presence in the area. Ideally you will look to retain the staff and continue to recognise the local market and service expectations.
Offers will be considered above 1.2x GRF with a 50% deposit including clawback indemnity to suitable buyers.
For more information please call 01765 698 699 and quote the reference number 30712
Current turn over circa: £200,000
Offers over: £260,000
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 £3,000
- 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
- Opportunity for audits from existing clients
- 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 and foreign trading
- Will retain staff members
- Proof of cash of funding for the offer amount
- Acquisition experience would be great but not necessary
For more information please call 01765 698 699 and quote the reference number 31115
Current turn over circa: £140,000
Offers over: £160,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 5 to 10
Locations: Cambridgeshire
Additional Notes:
- Top 3 fees £1100, £6000 & 4700
- Largely a remote serviced fee bank
- Cloud Based using Xero & Sage
- No premises commitment
- Asset Sale
- Strong handover available
For more information please call 01765 698 699 and quote the reference number 31105
Current turn over circa: £260,000
Offers over: £350,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 3 to 5
Locations: Greater London
Additional Notes:
- My client comes to the market with a view to finding a professional and friendly firm who can continue current client relationships and maintain a local presence
- Strong level of LTD clients with average fees in excess of £2,000 and low average age of 45 demonstrating the quality of the portfolio you'd be taking on
- Adjusted 50%+ profit margin that can be ported straight onto your bottom line, giving you a quick and competitive payback period
- Limited consultancy/advisory work being provided leaving ample opportunity for you to further develop the client base
- This firm boasts a well structured and experienced team who have strong relationships with the clients and will provide an excellent level of continuity for you going forward, helping contribute to the overall retention rates
Buyer Requirements:
- MUST be able to retain a local presence
- Established 5+ years
- Proof of funding/cash for the asking price
For more information please call 01765 698 699 and quote the reference number 30594
Current turn over circa: £80,000
Offers over: £104,002
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 1 to 3
Locations: Oxfordshire
Additional Notes:
- My client comes to market with a view to finding a friendly and tech orientated firm to take over current client relationships ideally located in the Abingdon, Didcot, Wallingford, Wantage, Newbury, Thatcham and surrounding areas
- Concise portfolio of roughly 25 clients with average fees in excess of £2,500 all of which are comfortable using online software demonstrating the quality you'd be taking on
- Ample opportunity for further growth on the consultancy/advisory side
- Great team with strong client relationships giving you excellent continuity going forward
- Vendor happy to provide a warm handover to suit you helping encourage the highest retention rates possible
Buyer requirements:
- Firm established 5+ years
- Proof of funding/cash of the asking price
- Location in or around the areas mentioned above or happy to retain current small office space
- Acquisition experience would be favourable but not necessary
For more information please call 01765 698 699 and quote the reference number 31090
Current turn over circa: £50,000
Offers over: £65,000
Established: 30 to 35 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Additional Notes:
- Roughly 60% profitability giving you a return on your investment in under two years
- Opportunity due to retirement with vendor happy to provide a warm handover to ensure a smooth transition for all involved
- Opportunity for additional advisory/consultancy services
Buyer requirements:
- Established for 5+ years
- Cash or pre agreed funding/offer in principal for the offer amount
For more information please call 01765 698 699 and quote the reference number 31074
Current turn over circa: £1,200,000
Offers over: £1,450,000
Established: 30 to 35 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Additional Notes:
- Nearly 60% of clients are paying via monthly direct debit giving you immediate cash flow helping you see a return on your investment from day one
- This practice boasts a loyal team of qualified and experienced staff with a strong structure in place, meaning limited involvement will be needed from a new owner
- With the large majority of clients using online software, this firm benefits from streamlined and profitable process that will aid in a seamless transition for any potential purchaser
- The vendor is happy to provide a warm handover to suit your needs to ensure a smooth change over for all involved
- My clients reputation in the area attributes to their strong monthly referral rates, leaving the purchaser ample opportunity to benefit from this and any potential marketing they wish to undertake
Buyer requirements:
- Proof of funding or cash for the asking price
- Minimum of £2 million turnover
- Established practice of atleast 10 years
- Ideally with acquisition experience
For more information please call 01765 698 699 and quote the reference number 31059
Current turn over circa: £500,000
Offers over: £650,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes:
- My client comes to the market with a view to finding a friendly and professional purchaser to continue current client relationships and will welcome a conversation from those located in Kingston Upon Thames, Croydon, Guildford, Crawley, Horsham, Tunbridge Wells, Maidstone, Rochester and surrounding areas
- This firm benefits from a strong portfolio comprised of mostly limited companies with average fees in excess of about £3,000 and a low client age demonstrating the quality of firm you'll be taking on
- Limited consultancy currently being provided leaving you with ample opportunity for additional growth
- Streamlined firm with heavy online software usage and a strong proportion of clients dealt with remotely making for a seamless transition
- The practice boasts a well structured team with various qualifications that take pride in providing a tailored and personalised service which has contributed to excellent year on year retention and growth
- Potential to retain audits if the purchaser has the capability
- Retiring vendors will happily provide a warm handover to ensure a smooth transition for all involved, encouraging the highest retention rates possible
For more information please call 01765 698 699 and quote the reference number 31043
Current turn over circa: £40,000
Offers over: £46,000
Established: 30 to 35 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Additional Notes:
- Opportunity due to retirement
- Block of fees/Asset sale
- Top 3 clients providing fees of £2400, £2,000 and £1,400
- 33% compliance work, 19% consultancy, and only 48% book keeping
- No staff consideration
- No premises
- Handover provided
For more information please call 01765 698 699 and quote the reference number 31042
Current turn over circa: £400,000
Offers over: £520,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes:
- Fantastic use of online media to develop portfolio generating 5+ clients per month demonstrating further potential in the firm
- Roughly 45% adjusted profit margin providing you with a strong return on your investment in less than two and a half years
- Effective use of online software allowing for a seamless transition between your practices
- Ample opportunity to develop in a niche sector due to specialised knowledge within the firm
- Limited consultancy provided leaving further potential within the client base
- Experienced team that hold strong relationships with clients and take a professional and proactive approach contributing to their high retention rates
- This practice will need to be maintained in its current premises and is therefore mostly relevant for those who would want to maintain an additional office or move their firm in to benefit from further synergy savings
For more information please call 01765 698 699 and quote the reference number 31038
Current turn over circa: £50,000
Offers over: £65,000
Established: 30 to 35 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: Bedfordshire
Additional Notes:
- Opportunity due to retirement
- Good average age demographic 45-50 yrs
- Very high client retention rate
- No staff consideration
- No premises
- Flexible acquisition of a client book
For more information please call 01765 698 699 and quote the reference number 31031