Current turn over circa: £ 1,500,000
Offers over: £ 1,500,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 20 to 50
Locations: Merseyside
Additional Notes:
My client, a qualified accountancy practice offers their business and loyal clients to the market, with a focus on completing at an appropriate and mutually agreeable point in the next 12 months.
The exiting proprietor is committed to being flexible with regards to an acquirer’s needs in terms of a handover offering anything between 6 months and five years with the option of relocating nearby or alternatively, renting the current premises, resulting in minimal stress for an acquirer.
The practice comes with a full complement of loyal staff members with a modern, technology orientated and open culture which, alongside receiving ongoing referrals resulting in numerous enquiries every week will provide ample opportunities for an acquirer to capitalise on the existing relationships and progress the firm to the next level of growth and development.
The practice enjoys long-term relationships with clients, including many for over 20 years since the firm’s formation.
For more information please call 01765 698 699 and quote the reference number 30176
Current turn over circa: £ 900,000
Offers over: £ 1,080,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 10 to 20
Locations: Greater Manchester
Additional Notes:
My client, a chartered accountancy practice offers their business and loyal clients to the market, with a focus on completing at an appropriate and mutually agreeable point this year.
The exiting proprietor is committed to being flexible with regards to an acquirer’s needs in terms of a handover offering anything between 12 months and five years with the option of relocating nearby or alternatively, renting the current premises, resulting in minimal stress for an acquirer.
The practice comes with a full complement of loyal staff members, with some capacity available within the team, providing ample opportunities to capitalise on the existing relationships and progress the firm to the next level of growth and development.
The practice enjoys long-term relationships with clients, including many for over 20 years since the firm’s formation, with the top six clients generating annual fees in excess of £60 000 demonstrating the low risk levels associated with the portfolio.
The practice is excellently placed for a new acquirer to capitalise on the existing relationships and progress the firm to the next level of growth and development. This proprietor is looking for a partner-led practice that puts client care first and who can be flexible in terms of handover capacity.
For more information please call 01765 698 699 and quote the reference number 30167
Current turn over circa: £ 200,000
Offers over: £ 260,000
Established: 5-10 years
Gross Recurring Revenue: 200-300k
Number of staff: 1-3
Locations: Stoke on Trent
Additional Notes:
My client, a chartered accountancy practice offers their business and loyal clients to the market, with a focus on completing at an appropriate and mutually agreeable point next quarter.
The exiting proprietor is committed to being flexible with regards to an acquirer’s needs in terms of a handover offering anything between 6 months and three years with the option of relocating nearby or alternatively, renting the current premises, resulting in minimal stress for an acquirer.
In addition, there is one loyal, experienced and qualified staff member that is available if required to continue handling client’s requirements.
The GRF is generated from a portfolio of around 200 client relationships demonstrating the strong average fee levels, with the majority of clients residing within 20 miles of the practice. 35% of the portfolio are limited companies with the remaining 65% comprising sole traders, partnerships and personal clients.
The practice enjoys long-term relationships with clients, including many for over 20 years since the firm’s formation, with the top three clients generating annual fees of nearly £20 000 demonstrating the low risk levels associated with the portfolio.
The practice receives ongoing referrals resulting in at least two enquiries every month, providing ample opportunities to capitalise on the existing relationships and progress the firm to the next level of growth and development.
The practice is excellently placed for a new acquirer to capitalise on the existing relationships and progress the firm to the next level of growth and development. This proprietor is looking for a partner-led practice that puts client care first and who can be flexible in terms of handover capacity.
For more information please call 01765 698 699 and quote the reference number 30149
Current turn over circa: £ 60,000
Offers over: £ 96,000
Established: 10-1 years
Gross Recurring Revenue: 50-70k
Number of staff: 0-1
Locations: Chester
Additional Notes:
My client, a chartered accountancy practice offers their business and loyal clients to the market for the first time, with a focus on completing at an appropriate and mutually agreeable point next quarter.
The VAT registered practice is highly technologically adept, using a myriad of software with over 90% of clients paying by monthly direct debit with a service described as top quality, with client testimonials available upon request, thus providing ample opportunity for an acquirer grow using the outstanding goodwill.
The GRF is generated from a portfolio of around 20 client relationships illustrating the high average fee within the practice. 50% of the clients reside within 30 miles of the practice and the remainder is serviced digitally. 65% of the portfolio are limited companies with the remaining 35% comprising sole traders, partnerships and personal clients.
The principle provides the option of relocating this practice, as well as without staff members resulting in minimal stress for an acquirer. The proprietor is also committed to being flexible with regards to an acquirer’s needs in terms of a handover offering anything between 6 months and two years. With exceedingly high levels of profitability, this practice represents a fantastic opportunity to improve any acquirers bottom line from the get-go.
The practice enjoys long-term relationships with clients, including many for over a decade since the firm’s formation, with the top three clients generating annual fees of over £30 000 demonstrating the high level of quality clients associated with the portfolio.
This practice is ideally suited for a larger practice that can bolt-on this GRF into their existing operations, thus increasing the bottom-line instantaneously or alternatively an individual starting out within the industry. This proprietor is looking for a practice/ individual that can uphold the high level of service that is currently being provided, is well experienced in providing added value advice and will put client care first.
For more information please call 01765 698 699 and quote the reference number 30145
Current turn over circa: £ 60,000
Offers over: £ 70,000
Established: 15-2 years
Gross Recurring Revenue: 50-70k
Number of staff: 0-1
Locations: Liverpool,Wigan
Additional Notes:
My client, a long established and experienced practice of approaching 20 years offers their business and loyal clients to the market for the first time due to retirement from the industry, with a focus on completing at an appropriate and mutually agreeable point next quarter.
The retiring proprietor is committed to being flexible with regards to an acquirer’s needs and offers the option of relocating the practice or alternatively, renting the current premises, resulting in minimal stress for an acquirer.
In addition, there is one loyal and experienced staff member that has been with the practice for nearly 15 years, that is available if required to continue handling client’s requirements or alternatively has other means of employment.
The GRF is generated from a portfolio of around 140 client relationships. 10% of the portfolio are limited companies with the remaining 90% comprising sole traders, partnerships and personal clients, with the majority of clients residing within 15 miles of the practice.
The practice enjoys long-term relationships with clients, including many since the firms’ formation, with the top five clients generating annual fees of over £12 000. The majority of clients are seen face-to-face on an annual basis with a service described as highly recommended, timely and approachable, thus providing ample opportunity for an acquirer grow using the outstanding goodwill.
The firm provides the usual general practice services of stat accounting, VAT, book keeping, payroll etc.using VT Software, QuickBooks, Moneysoft and VT software enabling a smooth transition.
The practice is excellently placed for a new acquirer to capitalise on the existing relationships and progress the firm to the next level of growth and development.
For more information please call 01765 698 699 and quote the reference number 30046
Current turn over circa: £ 400,000
Offers over: £ 500,000
Established: 10-1 years
Gross Recurring Revenue: 300-500k
Number of staff: 5-10
Locations: Southport
Additional Notes:
My client, a chartered accountancy practice offers their business and loyal clients to the market for the first time, with a focus on completing at an appropriate and mutually agreeable point next quarter.
The exiting proprietor is committed to being flexible with regards to an acquirer’s needs in terms of a handover offering anything between 6 months and three years with the option of relocating nearby or alternatively, renting the current premises, resulting in minimal stress for an acquirer.
The GRF is generated from a portfolio of around 400 client relationships with the majority of clients residing within 10 miles of the practice. 30% of the portfolio are limited companies with the remaining 70% comprising sole traders, partnerships and personal clients.
The practice enjoys long-term relationships with clients, including many for nearly a decade since the firm’s formation, with the top three clients generating annual fees of over £20 000 demonstrating the low risk levels associated with the portfolio.
The practice is technologically adept, with further opportunities available in terms of streamlining processes and provides a service described as trustworthy, approachable and timely, thus providing ample opportunity for an acquirer to grow using the outstanding goodwill.
The practice comes with a full complement of loyal staff members, with some capacity available within the team and receives ongoing referrals resulting in at least one enquiry every week, providing ample opportunities to capitalise on the existing relationships and progress the firm to the next level of growth and development.
The practice is excellently placed for an acquirer to capitalise on the existing relationships and progress the firm to the next level of growth and development. This proprietor is looking for a practice that puts clients and staff well being first and who can be flexible in terms of deal timings and handover capacity.
For more information please call 01765 698 699 and quote the reference number 30126
Current turn over circa: £ 250,000
Offers over: £ 370,000
Established: 10-1 years
Gross Recurring Revenue: 200-300k
Number of staff: 1-3
Locations: Crewe
Additional Notes:
My client, a highly profitable accountancy practice offers their business and loyal clients to the market for the first time, with a focus on completing at an appropriate and mutually agreeable point next quarter.
The principle provides the option of relocating this practice nearby, as well as with or without staff members resulting in minimal stress for an acquirer. The proprietor is also committed to being flexible with regards to an acquirer’s needs in terms of a handover offering anything between 6 months and five years. With over 50% (adjusted EBITDA) profitability, this practice represents a fantastic opportunity to improve any acquirers bottom line from the get-go.
The GRF is generated from a portfolio of around 200 client relationships with the majority of clients residing within 15 miles of the practice. 60% of the portfolio are limited companies with the remaining 40% comprising sole traders, partnerships and personal clients.
The practice enjoys long-term relationships with clients, including many for nearly a decade since the firm’s formation, with the top three clients generating annual fees of over £20 000 demonstrating the low risk levels associated with the portfolio.
The practice is technologically adept, using a myriad of software and a service described as highly recommended, approachable and always available, thus providing ample opportunity for an acquirer to grow using the outstanding goodwill.
The practice receives ongoing referrals resulting in at least two enquiry every month and is currently turning away new business, providing ample opportunities to capitalise on the existing relationships and progress the firm to the next level of growth and development.
The practice is excellently placed for an acquirer to capitalise on the existing relationships and progress the firm to the next level of growth and development. This proprietor is looking for a practice that puts client care first, can relocate the practice nearby and who can be flexible in terms of deal timings and handover capacity.
For more information please call 01765 698 699 and quote the reference number 30125
Current turn over circa: £ 400,000
Offers over: £ 240,000
Established: 10-1 years
Gross Recurring Revenue: 300-500k
Number of staff: 5-10
Locations: Cheshire
Additional Notes:
My client, a chartered practice offers their business and loyal clients to the market, with a focus on completing at an appropriate and mutually agreeable point next quarter.
This technology adept general practice is looking to maximise its potential through a merger, whereby the principle will be retained and able to focus on utilising his talent for management and process improvement, allowing an acquirer to progress business development, provide overall synergies and allow 5-10 year succession planning for the current principle.
The GRF totaling £400 000 is generated from a portfolio of around 650 client relationships with a strong focus on small businesses. 60% of the portfolio are limited companies with the remaining 40% comprising sole traders, partnerships and personal clients. The majority of clients reside within 15 miles of the practice, overall representing a fantastic local investment opportunity.
The practice enjoys long-term relationships with clients, including many since formation over 10 years ago and the top five clients are generating annual fees in excess of £25 000. The majority of clients are seen face-to-face on an annual basis and the firm receives 4-5 new client enquiries every month, providing an acquirer with ample opportunity to maximise their return on investment.
In addition to a highly recommended staffing team with over 50% having been with the practice since formation, the proprietor offers the option of relocating the practice locally or alternatively, renting the current premises as well as considering the benefits of becoming a multi-location firm resulting in an easy handover, smooth client transition and minimal stress for an acquirer.
The practice is technologically adept, using a myriad of software with over 75% of clients paying by quarterly or by monthly direct debit and a service described as good value, relaxed and approachable, with client testimonials available upon request, thus providing ample opportunity for an acquirer grow using the outstanding goodwill.
This opportunity would be ideal for either a smaller practice looking for their next stage of growth and development with enhanced support or alternatively like-minded practices benefiting from the synergies associated with merging. The practice is excellently placed for a new acquirer to capitalise on the existing relationships and progress the firm to the next level of growth and development by supporting the proprietor.
For more information please call 01765 698 699 and quote the reference number 30119
Current turn over circa: £ 80,000
Offers over: £ 100,000
Established: 5-10 years
Gross Recurring Revenue: 70-100k
Number of staff: 0-1
Locations: Stoke on Trent
Additional Notes:
My client, a well-established practice of approaching 5 years offers their business and loyal clients to the market for the first time due to retirement, with a focus on completing at an appropriate and mutually agreeable point this year.
The retiring proprietor is committed to being flexible with regards to an acquirer’s needs and offers the option of relocating the practice or alternatively, renting the current premises, resulting in minimal stress for an acquirer.
In addition, there is one loyal and experienced staff member, that is available if required to continue handling client’s requirements or alternatively, the practice can be offered without employees demonstrating how committed the exiting proprietor is to being flexible with regards to an acquirer’s needs.
The GRF is generated from a portfolio of around 150 client relationships. 55% of the portfolio are limited companies with the remaining 45% comprising sole traders, partnerships and personal clients, with the majority of clients residing within 15 miles of the practice.
The practice enjoys long-term relationships with clients, including many since formation, with the top five clients generating annual fees of over £15 000 demonstrating the low-risk levels associated with the portfolio.
The majority of clients are seen face-to-face on an annual basis with a service described as highly recommended, always available when required and extremely helpful, thus providing ample opportunity for an acquirer grow using the outstanding goodwill. In addition, this highly profitable practice receives ongoing referrals resulting in at least one enquiry every week, providing ample opportunity for a new owner.
The practice is excellently placed for a new acquirer to capitalise on the existing relationships and the principle offers his services in a handover capacity to ensure smooth transfer of clients.
This proprietor is looking for an acquirer that is a bilingual acquirer (second language Punjabi) who can provide high quality service as well as progress the firm to the next level of growth and development.
For more information please call 01765 698 699 and quote the reference number 30068
Current turn over circa: £ 400,000
Offers over: £ 520,000
Established: 5-10 years
Gross Recurring Revenue: 300-500k
Number of staff: 5-10
Locations: Oldham
Additional Notes:
My client, an award-winning accountancy practice offers their business and loyal clients to the market for the first time, with a focus on completing at an appropriate and mutually agreeable point next quarter.
The exiting proprietor is committed to being flexible with regards to an acquirer’s needs in terms of a handover offering anything between 6 months and five years with the option of relocating nearby or alternatively, renting the current premises, resulting in minimal stress for an acquirer.
The GRF is generated from a portfolio of around 1000 client relationships with the majority of clients residing within 20 miles of the practice. 15% of the portfolio are limited companies with the remaining 85% comprising sole traders, partnerships and personal clients.
The practice enjoys long-term relationships with clients, including many for nearly a decade since the firm’s formation, with the top three clients generating annual fees of over £15 000 demonstrating the low-risk levels associated with the portfolio.
The practice is technologically adept, using a myriad of software with over 90% of larger clients paying by monthly direct debit and a service described as highly recommended, relaxed and friendly, thus providing ample opportunity for an acquirer to grow using the outstanding goodwill.
The practice comes with a full complement of loyal staff members and receives ongoing referrals resulting in at least two enquiries every week, providing ample opportunities to capitalise on the existing relationships and progress the firm to the next level of growth and development.
This practice is looking for a practice that puts the onus on both client and staff care.
For more information please call 01765 698 699 and quote the reference number 30094
Current turn over circa: £ 200,000
Offers over: £ 280,000
Established: 5-10 years
Gross Recurring Revenue: 200-300k
Number of staff: 3-5
Locations: Wigan,Blackburn,Preston,Bolton
Additional Notes:
My client, a rapidly expanding practice offers their business and loyal clients to the market for the first time, with a focus on completing at an appropriate and mutually agreeable point next quarter.
Growing organically at 15% over the last 6 months, this rapidly expanding practice is looking to maximise its potential through a merger, whereby the principle will be retained and able to focus on utilising their talent for business development, allowing an acquirer to create marketing, administration and management synergies alongside benefitting from the significant ongoing organic growth levels.
The GRF is generated from a portfolio of around 400 client relationships. 35% of the portfolio are limited companies with the remaining 65% comprising sole traders, partnerships and personal clients and the majority of clients residing within 20 miles of the practice, overall representing a fantastic local investment opportunity.
The practice enjoys long-term relationships with clients, including many since formation over 5 years ago and the top three clients are generating annual fees of over £14 000. The majority of clients are seen face-to-face on an annual basis and the firm receives 4-5 new client enquiries every month, providing an acquirer with ample opportunity to maximise their return on investment.
In addition to a highly recommended, vibrant staffing team, the proprietor is seeking a long-term position within the buying parties’ practice and offers the option of relocating the practice or alternatively, renting the current premises, resulting in an easy handover, smooth client transition and minimal stress for an acquirer.
The practice is technologically adept, using a myriad of software with over 50% of clients paying by monthly direct debit with a service that is described as highly recommended, timely and approachable, with client testimonials available upon request, thus providing ample opportunity for an acquirer grow using the outstanding goodwill.
This opportunity would be ideal for either a larger practice looking for a growth driver with a strong client base or alternatively like-minded practices benefiting from the synergies associated with merging. The practice is excellently placed for a new acquirer to capitalise on the existing relationships and progress the firm to the next level of growth and development by supporting the proprietor.
For more information please call 01765 698 699 and quote the reference number 30093
Current turn over circa: £ 60,000
Offers over: £ 80,000
Established: 10-1 years
Gross Recurring Revenue: 50-70k
Number of staff: 0-1
Locations: Stoke on Trent,Wolverhampton,Birmingham
Additional Notes:
My client, a well-established practice of approaching 10 years offers their business and loyal clients to the market for the first time due to retirement, with a focus on completing at an appropriate and mutually agreeable point this year.
The exiting proprietor is committed to being flexible with regards to an acquirer’s needs in terms of a handover and offers the relocatable practice without employees, resulting in minimal stress for an acquirer.
The GRF is generated from a portfolio of around 100 client relationships with the majority of clients residing in the Birmingham, Stoke-on-Trent, Wolverhampton and surrounding areas. 85% of the portfolio are medically related clients with the remaining 15% comprising of general practice clients.
The practice enjoys long-term relationships with clients, including many approaching 15 years, with the top five clients generating annual fees of over £25 000 demonstrating the low-risk levels associated with the portfolio.
The majority of clients are seen face-to-face on an annual basis with a service described as highly recommended, always available when required and extremely helpful, thus providing ample opportunity for an acquirer grow using the outstanding goodwill. In addition, this highly profitable receives ongoing referrals resulting in at least one enquiry every week, providing ample opportunity for a new owner.
The practice is excellently placed for a new acquirer to capitalise on the existing relationships and progress the firm to the next level of growth and development. This proprietor is looking for a practice with experience in handling medical sector clients as well as one that offers after-hours support to look after the clients when required.
For more information please call 01765 698 699 and quote the reference number 30059
Current turn over circa: £ 100,000
Offers over: £ 120,000
Established: 3-5 years
Gross Recurring Revenue: 70-100k
Number of staff: 1-3
Locations: Belfast
Additional Notes:
My client, an experienced practice offers their business and loyal clients to the market for the first time due to role reduction, with a focus on completing at an appropriate and mutually agreeable point next quarter.
In addition to a highly recommended and supporting member of staff, the retiring proprietor is seeking a long-term employed position within the buying parties’ practice and offers the option of relocating the practice or alternatively, renting the current premises, resulting in an easy handover, smooth client transition and minimal stress for an acquirer.
The GRF is generated from a portfolio of around 100 client relationships. 20% of the portfolio are limited companies with the remaining 80% comprising sole traders, partnerships and personal clients and the majority of clients residing within 15 miles of the practice, overall representing a fantastic local investment opportunity.
The practice enjoys long-term relationships with clients, including many for over 10 years and the top three clients are generating annual fees of over £6 000. The majority of clients are seen face-to-face on an annual basis with a service described as highly recommended, timely and approachable, thus providing ample opportunity for an acquirer grow using the outstanding goodwill.
The practice is excellently placed for a new acquirer to capitalise on the existing relationships and progress the firm to the next level of growth and development by supporting the proprietor.
For more information please call 01765 698 699 and quote the reference number 30044
Current turn over circa: £ 25,000
Offers over: £ 30,000
Established: 5-10 years
Gross Recurring Revenue: <30k
Number of staff: 0-1
Locations: Stoke on Trent,Macclesfield
Additional Notes:
My client, an experienced and well-established practice approaching 10 years offers their business and loyal clients to the market due to lifestyle changes, with a focus on completing at an appropriate and mutually agreeable point next quarter.
The GRF is generated from a portfolio of around 15 client relationships. 40% of the portfolio are limited companies with the remaining 60% comprising sole traders, partnerships and personal clients, with the majority of clients residing within 15 miles of the practice.
The retiring proprietor is committed to being flexible with regards to an acquirer’s needs in terms of a handover and offers the practice as a portable block of fees with no employees, resulting in minimal stress for an acquirer.
The practice enjoys long-term relationships with clients, including many for over 5 years, with the top five clients generating annual fees of over £20 000 and contributing to 80% of the GRF. The majority of clients are seen face-to-face on an annual basis with a service described as highly recommended, timely and straight-forward, thus providing ample opportunity for an acquirer grow using the outstanding goodwill.
This fee block would be ideal for someone just starting out or, equally, for a business that is well established in the area which could absorb the fees into their own practice and benefit therefore from economies of scale.
The practice is excellently placed for a new acquirer to capitalise on the existing relationships and progress the firm to the next level of growth and development. Ideal relocation areas include Stoke-on-Trent, Macclesfield, Congleton, Talke, Cheddleton, Longsdon, Hanley, Newcastle-under-Lyne, Buxton, Cauldon, Cheadle, Thorncliffe and surrounding areas.
For more information please call 01765 698 699 and quote the reference number 30041
Current turn over circa: £ 400,000
Offers over: £ 400,000
Established: 20-2 years
Gross Recurring Revenue: 300-500k
Number of staff: 5-10
Locations: Liverpool,Warrington
Additional Notes:
My client, a chartered practice that has been established for over 25 years is offering a partial sale of their business and loyal clients for the first time due to a partner exit, with a focus on completing at an appropriate and mutually agreeable point next quarter.
The GRF is generated from a portfolio of around 400 client relationships. 60% of the portfolio are limited companies with the remaining 40% comprising sole traders, partnerships and personal clients and the majority of clients residing within 20 miles of the practice, overall representing a fantastic local investment opportunity.
The practice enjoys long-term relationships with clients, including many since the firms’ formation over 25 years ago, with the top five clients generating annual fees of over £35 000. The majority of clients are seen face-to-face on an annual basis and the firm receives 3-4 new client enquiries every week, providing an acquirer with ample opportunity to maximise their return on investment.
This opportunity would be ideal for either an accountant looking to buy into partner status, or alternatively practices looking for partial equity investment or a joint venture. An efficiency driving, ambitious and technologically adept partner would help steer the direction and future of the firm as well as enable it to realise its full potential. A majority shareholding would be considered.
The practice is excellently placed for a new acquirer to capitalise on the existing relationships and progress the firm to the next level of growth and development.
For more information please call 01765 698 699 and quote the reference number 248097
Current turn over circa: £ 100,000
Offers over: £ 130,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Greater Manchester
Additional Notes:
My client, a chartered accountancy practice offers their business and loyal clients to the market, with a focus on completing at an appropriate and mutually agreeable point in the next 12 months.
The exiting proprietor is committed to being flexible with regards to an acquirer’s needs in terms of a handover offering anything between 6 months and three years with the option of relocating locally or alternatively, renting the current premises, resulting in minimal stress for an acquirer.
In addition, there is one loyal and experienced staff member that is available to continue handling client’s requirements.
The GRF is generated from a portfolio of around 150 client relationships demonstrating the strong average fee levels, with the majority of clients residing within 20 miles of the practice. 35% of the portfolio are limited companies with the remaining 65% comprising sole traders, partnerships and personal clients.
The practice enjoys long-term relationships with clients, including many for over 10 years since the firm’s formation.
The practice receives ongoing referrals resulting in at least two enquiries every month, providing ample opportunities to capitalise on the existing relationships and progress the firm to the next level of growth and development.
The practice is excellently placed for a new acquirer to capitalise on the existing relationships and progress the firm to the next level of growth and development. This proprietor is looking for a friendly and professional firm that is either locally based or will retain the premises and who can be flexible in terms of handover capacity.
For more information please call 01765 698 699 and quote the reference number 30169
Retiring Accountant
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
