Retiring Accountant - Accountancy Practices Sellers South West and Wales

Accountancy Practices for Sale South West

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Current turn over circa: £250,000

Offers over: £250,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Additional Notes:
- N/A

For more information please call 01765 698 699 and quote the reference number 31648

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Current turn over circa: £400,000

Offers over: £520,000

Established: 10 to 15 years

Gross Recurring Revenue: 300-500k

Number of staff: 0

Additional Notes: - N/A

For more information please call 01765 698 699 and quote the reference number 31630

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Current turn over circa: £180,000

Offers over: £180,000

Established: 30 to 35 years

Gross Recurring Revenue: 150-200k

Number of staff: 3 to 5

Additional Notes:
- My client is a well established practice coming to the market with a view to finding a professional and friendly firm that places a keen focus on client relationships

- This firm boasts a portfolio with a strong percentage of limited companies and a young average demographic between 45-50

- The principal is happy to offer a nice warm handover to suit your needs

- Full team in place that hold great relationships with clients who will help ensure a smooth transition for all involved

- Ample opportunity to upsell new services including consultancy, tax advice and more

BUYER REQUIREMENTS:
- Must retain local presence
- Proof of cash/funding for the offer amount

For more information please call 01765 698 699 and quote the reference number 31591

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Current turn over circa: £100,000

Offers over: £120,000

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 due to retirement with a view to finding a friendly and personal firm, ideally located in Newport and surrounding areas

- This business boasts a quality bank of clients with a strong percentage of limited companies that average fees in excess of £1,500-2000 demonstrating the quality you'd be taking on

- My client is happy to provide a warm and flexible handover to suit your transition needs, helping ensure a smooth process for all involved

- Large majority of clients are local providing you with an excellent foundation to further develop your practice

For more information please call 01765 698 699 and quote the reference number 31565

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On Hold Sash

Current turn over circa: £300,000

Offers over: £360,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 3 to 5

Additional Notes:
- Majority limited companies with strong average fees of £1,200 and a low average client age demographic of 45-50

- 95% of clients using Xero

- Full team of experienced staff in place who hold strong relationships with the clients ensuring continuity and the highest retention possible

- Option to take on the rented office space but not essential to sale with possibility to be ported within your existing structures to benefit from synergy savings

- Majority of clients based within the local area so an excellent opportunity to develop your own business in this region

- Significant opportunity in the business to take on additional work both through referrals and through upselling services on the consultancy and advisory side

For more information please call 01765 698 699 and quote the reference number 31491

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Current turn over circa: £400,000

Offers over: £540,000

Established: 25 to 30 years

Gross Recurring Revenue: 300-500k

Number of staff: 5 to 10

Additional Notes:
- My client, a highly respected and long-standing accountant in the area, is entering the market for the first time with the intention of securing a friendly, personable purchaser who will continue to care for clients and staff.

- Strong proportion of limited companies with average fees of £3,000+ demonstrating the quality nature of the business

- Potential for upselling new services, including consultancy and advisory work, providing ample opportunities for growth.

- The practice boasts a full team of experienced staff with a strong, stable structure who help drive consistent year-on-year growth, thanks to their excellent relationships with clients and a deep understanding of the firms' operations

- The principal is committed to facilitating a smooth transition and will happily provide a warm handover tailored to your needs, contributing to the highest possible retention rates.

BUYER REQUIREMENTS:
- MUST retain the current premises
- Turnover £700,000+
- Minimum of 50% upfront
- Proof of funding/cash for the initial down payment/overall amount

For more information please call 01765 698 699 and quote the reference number 31527

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Current turn over circa: £900,000

Offers over: £1,125,000

Established: 10 to 15 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Additional Notes:
- My client comes to the market for the first time with a view to finding a friendly and proactive to continue on staff and client relationships

- Strong percentage of limited company clients with healthy average fees of £2,500+ and a low demographic age demonstrating the quality nature of the business you'd be taking on

- With a well experienced and qualified team in place that are keen on personal development, you will benefit from consistent quality work and client referrals which will continue to assist in annual growth

- The owners will happily provide a warm handover over to suit your requirements to ensure the strongest retention rates possible

BUYER REQUIRMENTS:
- Must retain local presence
- Must retain staff
- Proof of cash/funding for the offer amount

For more information please call 01765 698 699 and quote the reference number 31475

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Sold Sash

Current turn over circa: £140,000

Offers over: £175,000

Established: 15 to 20 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Additional Notes:
- My client offers a premium quality block of fees to the market with a view to finding a friendly and personal firm to take over current client relationships

- The portfolio has a strong composition of limited companies that yield average fees in excess of £1,200 demonstrating the quality nature of the business you'd be taking on

- With a current focus on compliance, this firm leaves ample opportunity to offer additional services including bookkeeping, payroll, consultancy work, tax advice and more

- The principal is happy to offer a warm handover to help ensure the strongest retention rates possible

- This practice would be portable into you office across the Bristol, Keynsham, Bath, Chippenham, Swindon, Trowbridge, Frome, Devizes, Warminster and surrounding areas

For more information please call 01765 698 699 and quote the reference number 31497

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On Hold Sash

Current turn over circa: £300,000

Offers over: £360,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 3 to 5

Additional Notes:
- Majority limited companies with strong average fees of £1,200 and a low average client age demographic of 45-50

- 95% of clients using Xero

- Full team of experienced staff in place who hold strong relationships with the clients ensuring continuity and the highest retention possible

- Option to take on the rented office space but not essential to sale

- Majority of clients based within the local area so an excellent opportunity to develop your own business in this region

- Significant opportunity in the business to take on additional work both through referrals and through upselling services on the consultancy and advisory side

For more information please call 01765 698 699 and quote the reference number 31491

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On Hold Sash

Current turn over circa: £45,000

Offers over: £54,000

Established: 5 to 10 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Locations: Wiltshire

Additional Notes:
- Strong average fees for a limited company of £1,800 and £450 for sole traders.

- This client base is strongly focused on compliance with some bookkeeping and payroll meaning there is significant opportunity to upsell services and take on additional work particularly relating to tax consultancy and trusts work.

- Making good use of software including Tax Calc, Sage and Quickbooks

- All clients coming from word of mouth referrals and based within the local area so an excellent opportunity to further develop your business in this region

BUYER REQUIREMENTS
- Must be based locally in the Wiltshire area

For more information please call 01765 698 699 and quote the reference number 31484

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Current turn over circa: £350,000

Offers over: £385,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 5 to 10

Locations: Cornwall

Additional Notes:
- Strong average fees of £1,250 and a low average client age demographic of 45-50. A diverse portfolio of limited companies, sole traders, partnerships and

- Full team of experienced staff members you can benefit from with strong relationships with the clients to ensure continuity and high retention

- Adjusted profit margin of 40%

- Making strong use of software including Xero, Quickbooks and Sage

BUYER REQUIREMENTS
- Must retain office space

For more information please call 01765 698 699 and quote the reference number 31476

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Current turn over circa: £900,000

Offers over: £1,125,000

Established: 10 to 15 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Additional Notes:
- My client comes to the market for the first time with a view to finding a friendly and proactive to continue on staff and client relationships

- Strong percentage of limited company clients with healthy average fees of £2,500+ and a low demographic age demonstrating the quality nature of the business you'd be taking on

- With a well experienced and qualified team in place that are keen on personal development, you will benefit from consistent quality work and client referrals which will continue to assist in annual growth

- The owners will happily provide a warm handover over to suit your requirements to ensure the strongest retention rates possible

BUYER REQUIRMENTS:
- Must retain local presence
- Must retain staff
- Proof of cash/funding for the offer amount

For more information please call 01765 698 699 and quote the reference number 31475

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Sold Sash

Current turn over circa: £200,000

Offers over: £240,000

Established: 10 to 15 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: Dorset

Additional Notes:
- Majority limited companies with strong average fees between £1200 - £1500 and a low average age demographic of clients between 45-50

- You will benefit from a team of experienced and qualified staff members who hold strong relationships with the clients ensuring continuity

- Very healthy profit margin of 48% with most clients on monthly billing structures ensuring a quick return on your investment

- Preferable to keep on the premises but not essential if purchaser has a local presence already

For more information please call 01765 698 699 and quote the reference number 31464

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Current turn over circa: £950,000

Offers over: £1,140,000

Established: 15 to 20 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Additional Notes:
- This principal comes to the market with a view to finding a purchaser that puts a strong emphasis on client care and will look to retain the staff and premises

- With a focus on general compliance, this practice leaves ample opportunity to offer additional services including advanced tax advice and consultancy

- Good percentage of limited companies with average fees of £1,500 demonstrating the quality of fees you'd be taking on

- The firm boasts a well experienced team who hold great relationships with clients and take pride in providing a tailored and personal service, which has contributed to consistent year on year retention

- My client is happy to offer a warm handover to ensure a smooth transition for all involved

For more information please call 01765 698 699 and quote the reference number 31441

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Sold Sash

Current turn over circa: £300,000

Offers over: £360,000

Established: 20 to 25 years

Gross Recurring Revenue: 200-300k

Number of staff: 3 to 5

Additional Notes:
- Strong percentage of limited companies with average fees of £2,500 demonstrating the quality of clients you'd be taking on

- With an office and quality staff in place, this owner has already prepared the firm for sale, and provides an excellent opportunity for you to grow and develop in the area

- My client is happy to offer a warm and flexible handover to suit your needs, with a retirement goal afterwards, ensuring you have all the support needed to encourage strong client retention

- Ample opportunity to upsell new services including tax advice and consultancy work

BUYER REQUIREMENTS:
- Must retain office space
- Must retain staff

For more information please call 01765 698 699 and quote the reference number 31383

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Offer Sash

Current turn over circa: £180,000

Offers over: £216,000

Established: 30 to 35 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: Wiltshire

Additional Notes:
- This firm has a main focus on compliance work and offers both bookkeeping and payroll in house however notices ample opportunity to offer advanced tax advice and consultancy work

- My client benefits from a well experienced team that take pride in providing a professional and personal service to clients contributing to consistent retention on a yearly basis

- The principal is happy to offer a warm handover to ensure a smooth transition for both staff and clients encouraging strong retention rates

- Majority limited companies with average fees in excess of £1200 leaving plenty of opportunity for further growth

This would be an excellent opportunity for either a local firm looking to boost their revenue or a newcomer to the market looking to start their own practice with the guidance of a well established business owner who will happily stay on for years to come and offer flexibility on the payment terms to make this accessible.

BUYER REQUIREMENTS:
- Must either have a local base or be willing to retain the office
- Will offer the principal the opportunity to stay on for a minimum of a year

For more information please call 01765 698 699 and quote the reference number 31284

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Current turn over circa: £350,000

Offers over: £455,000

Established: More than 35 years

Gross Recurring Revenue: 200-300k

Number of staff: 3 to 5

Additional Notes:
- My client comes to the market for the first time, offering their quality clients and long term relationships with a view to finding a friendly and professional firm who will maintain a local presence

- The portfolio boasts a strong composition of limited companies with healthy average fees in excess of £1,500 and a low portfolio age of 45-50, demonstrating the quality of the business you'd be taking on

- Experienced team members who will fully assist in the transition of clients and act as a valuable asset to ensure strong retention rates giving you a strong return on your investment going forward

- With a main focus on compliance, this firm leaves ample opportunity to offer additional services such as consultancy and advanced tax work

- The principal will offer a flexible exit to suit you, ranging from a short warm handover to a longer term consultancy agreement allowing you the opportunity to craft a bespoke transition

For more information please call 01765 698 699 and quote the reference number 31296

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Offer Sash

Current turn over circa: £180,000

Offers over: £216,000

Established: 30 to 35 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: Wiltshire

Additional Notes:
- This firm has a main focus on compliance work and offers both bookkeeping and payroll in house however notices ample opportunity to offer advanced tax advice and consultancy work

- My client benefits from a well experienced team that take pride in providing a professional and personal service to clients contributing to consistent retention on a yearly basis

- The principal is happy to offer a warm handover to ensure a smooth transition for both staff and clients encouraging strong retention rates

- Majority limited companies with average fees in excess of £1200 leaving plenty of opportunity for further growth

This would be an excellent opportunity for either a local firm looking to boost their revenue or a newcomer to the market looking to start their own practice with the guidance of a well established business owner who will happily stay on for years to come and offer flexibility on the payment terms to make this accessible.

BUYER REQUIREMENTS:
- Must either have a local base or be willing to retain the office
- Will offer the principal the opportunity to stay on for a minimum of a year

For more information please call 01765 698 699 and quote the reference number 31284

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Sold Sash

Current turn over circa: £50,000

Offers over: £60,000

Established: 5 to 10 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Additional Notes:
- Majority limited companies with average fees of £1,200 and a low client age demographic of 45-50 demonstrating the high-quality nature of the portfolio

- This firm is handled almost entirely remotely so would be fully portable into your office and therefore port fees straight onto your bottom line

- The majority of clients are local giving you a great foundation in the area to further develop your own business

- The principal is open to offering a warm and flexible handover to suit your needs encouraging the highest retention rates possible

- Making strong use of software including BTC, Xero and Free Agent

For more information please call 01765 698 699 and quote the reference number 31326

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Current turn over circa: £1,300,000

Offers over: £1,600,000

Established: 10 to 15 years

Gross Recurring Revenue: 1-2m

Number of staff: 5 to 10

Additional Notes:
- Established firm coming to the market for the first time with a view to finding a friendly and professional firm to take over current client relationships

- Strong percentage of limited companies with healthy average fees in excess of £1,500-2,000 demonstrating the quality of business

- Ample opportunity to offer additional services including advanced tax and advisory/consultancy

- Full team in place with qualifications including ACCA, ACA, AAT and more that hold strong relationships with clients and will give you the benefit of continuity going forward

- Principal eager to offer a warm handover to suit your needs to encourage the highest retention rates possible

For more information please call 01765 698 699 and quote the reference number 31325

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