Accountancy Practices for Sale South West

Current turn over circa: £300,000

Offers over: £390,000

Established: 30 to 35 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Additional Notes:
- My client, a high-quality remote practice, has come to the market seeking a personable and professional firm to seamlessly take over current client relationships.

- The portfolio primarily consists of limited companies, with average fees ranging from £1,500 to £3,000. The client base has an average age of 45, reflecting the high calibre of clients you'll be inheriting.

- The business benefits from consistent referrals from an established client base. Currently, marketing efforts are minimal, presenting significant potential for growth and expansion in this area.

- The owner is committed to providing a smooth handover and is eager to support the new owner in driving the business forward.

Buyer Requirements:
- Annual turnover of £500,000+.
- Client-focused firm ethos.
- Acquisition experience is preferred but not required.

For more information please call 01765 698 699 and quote the reference number 31240 ask for Abi Barker

Current turn over circa: £2,500,000

Offers over: £3,000,000

Established: 20 to 25 years

Gross Recurring Revenue: More than 2m

Number of staff: 20 to 50

Additional Notes: - Well-established practice seeking a professional and approachable firm to provide additional centralised resources to support the continued growth of the business and assist with staff development.

- Principal is fully committed to a smooth transition, offering a comprehensive handover and staying involved for many years to ensure the successful integration and ongoing growth of the practice.

- The practice boasts a highly skilled, well-structured team with strong, long-standing relationships with clients. They provide a personalised, tailored service that has contributed significantly to their excellent local reputation.

- With a robust business development strategy in place, the practice has achieved consistent annual growth of 10% or more.

BUYER REQUIREMENTS:
- Turnover £4,000,000+
- Proof of cash/funding
- Must retain local presence

For more information please call 01765 698 699 and quote the reference number 31699 ask for Abi Barker

Current turn over circa: £75,000

Offers over: £82,500

Established: 10 to 15 years

Gross Recurring Revenue: 50-70k

Number of staff: 0

Locations: Devon,Cornwall

Additional Notes:
- Good quality client base with average fees for limited companies of £1,000 and largest fees no more than £4,000 meaning this is a low risk, secure client bank

- No overheads to inherit in terms of office space or staff so you can port this one within your existing structures and benefit from the synergy savings

- Making strong use of software including Free Agent and Bright Pay

- Not currently VAT registered

BUYER REQUIREMENTS
- Must be based locally as a good chunk of clients are local appreciating a local presence

For more information please call 01765 698 699 and quote the reference number 30104 ask for Abi Barker

Current turn over circa: £100,000

Offers over: £70,000

Established: 20 to 25 years

Gross Recurring Revenue: 70-100k

Number of staff: 1 to 3

Locations: Devon

Additional Notes:
- Average fees for limited company clients usually between £750-1000 with the largest fee on the book sitting at £5,000

- This is a compliance based firm with the usual mixed sector client base with plenty of scope for growth and to expand services further, particularly in relation to tax planning, pensions and inheritance

- Team of experienced and qualified staff with strong client relationships to ensure continuity

- Principal retiring but happy to offer warm handover to ensure high client retention and security in your investment

- Portable within the local area so not essential to retain the premises enabling you to benefit from synergy savings

- Majority of clients based locally so an excellent opportunity to further expand your business in this region

BUYER REQUIREMENTS
- Clients still bringing in paper records so will need a buyer who is happy to work in this manner
- Must be based locally if not retaining the premises to ensure client contact

For more information please call 01765 698 699 and quote the reference number 31670 ask for Abi Barker

Current turn over circa: £400,000

Offers over: £520,000

Established: More than 35 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Additional Notes:
- My client is a well established practice coming to the market for the first time due to retirement with a view to finding a friendly and well resourced practice to help look after and develop client and staff relationships going forward

- Strong percentage of limited companies with average fees in excess of £1,500-2,000 demonstrating the quality of the clients you'd be taking on

- Ample opportunity to upsell additional services including advanced tax advice, business advisory and more

- Full team in place to help maintain great relationships and leverage strong retention rates going forward

- Principal happy to offer a flexible exit to suit your needs

BUYER REQUIREMENTS:
- MUST maintain local presence
- MUST look after staff
- Proof of cash/funding

For more information please call 01765 698 699 and quote the reference number 31668 ask for Abi Barker

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 ask for Abi Barker

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 ask for Abi Barker

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 ask for Abi Barker

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 ask for Abi Barker

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 ask for Abi Barker

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 ask for Abi Barker

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 ask for Abi Barker

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 ask for Abi Barker

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 ask for Abi Barker

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 ask for Abi Barker

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 ask for Abi Barker

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 ask for Abi Barker

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 ask for Abi Barker

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 ask for Abi Barker

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 ask for Abi Barker