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 ask for Lauren Burnham
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 ask for Lauren Burnham
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 ask for
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 ask for Lauren Burnham