Accountancy Practices for Sale South West

Current turn over circa: £170,000

Offers over: £212,500

Established: 20 to 25 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: Bristol

Additional Notes:
- 70% profit margin that can be ported straight onto your bottom line

- No consultancy offered so plenty of opportunity for further expansion

- Fully portable to your office in the Bristol area

- Staff members available to fully support the transition

- Retiring vendor happy to provide a long and warm handover to suit your needs

For more information please call 01765 698 699 and quote the reference number 30746

Current turn over circa: £25,000

Offers over: £27,500

Established: 5 to 10 years

Gross Recurring Revenue: <30k

Number of staff: 0

Additional Notes:
- Opportunity due to retirement
- Portfolio comprised of roughly 30 clients with over 50% limited companies
- Average limited company fee of £1,000
- Happy to provide a long and warm handover to ensure a smooth transition for clients

For more information please call 01765 698 699 and quote the reference number 30610

Current turn over circa: £25,000

Offers over: £26,250

Established: 15 to 20 years

Gross Recurring Revenue: <30k

Number of staff: 0

Locations: Devon

Additional Notes:
- Good proportion of limited companies with an average age of 45 showing the longevity and strong return on investment

- Fully portable block of fees using software including Taxcalc, Quickbooks and VT

- Opportunity due to retirement with a full and warm handover provided by the current owner to ensure a smooth transition

For more information please call 01765 698 699 and quote the reference number 30724

Current turn over circa: £550,000

Offers over: £605,000

Established: 10 to 15 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 10 to 20

Locations: Bristol

Additional Notes:
- My client, a well established Chartered practice, comes to the market with a view to finding a progressive and professional firm to look after current client relationships

- With this firm you will benefit from a qualified and well experienced team who take pride in providing a friendly and tailored service to all clients

- This business holds a strong 35% profit margin demonstrating the quality of the business and the significant payback period

- With an average client age of 45 and no consultancy or advisory work currently being provided, there is ample opportunity for further growth within the current client base showing you the strong return on your investment

- My client is happy to provide a warm handover period to suit your needs giving you a smooth transition to ensure the highest client and employee retention rate possible

For more information please call 01765 698 699 and quote the reference number 30715

Current turn over circa: £350,000

Offers over: £437,500

Established: 30 to 35 years

Gross Recurring Revenue: 300-500k

Number of staff: 5 to 10

Additional Notes:
- Chartered practice coming to the market with a view to finding a friendly and professional firm to look after current client relationships

- The majority of the portfolio is comprised of limited companies with an average fee of £1,200 and top three clients bring in fees in excess of £30,000, demonstrating the quality of the client base

- With limited consultancy currently being provided there is ample opportunity for further expansion

- This firm benefits from a highly experienced and well structured team that focus on providing a tailored and personal service to clients, which has contributed to consistent year on year growth

- My client is happy to stay on for an extended, warm handover period to ensure a smooth transition for both staff and clients, aiding in retention rates going forward

For more information please call 01765 698 699 and quote the reference number 30704

Current turn over circa: £60,000

Offers over: £66,000

Established: 20 to 25 years

Gross Recurring Revenue: 50-70k

Number of staff: 0

Locations: Somerset

Additional Notes:
- My client is coming to the market with a view to finding a professional and personal firm with expert knowledge in tax that can continue to look after current client relationships

- The portfolio is fully comprised of high net worth individuals with an average tax return fee of £800 demonstrating the quality of the client base and work involved

- 70% profit margin, that can be ported straight onto a buyers bottom line

For more information please call 01765 698 699 and quote the reference number 30696

Current turn over circa: £140,000

Offers over: £147,000

Established: 30 to 35 years

Gross Recurring Revenue: 100-150k

Number of staff: 3 to 5

Locations: Pembrokeshire

Additional Notes:
- Average limited company fees are north of £2,000 and the top three clients bring in roughly £15,000 demonstrating the high calibre of clientele and the low risk nature of the business

- This firm benefits from a well structured and highly qualified team who have strong relationships with clients and take pride in providing a personal and tailored service which will aid you in a smooth transition going forward

- The turnover is made up of roughly 140 clients of which 30% of the portfolio is limited companies, 25% is sole traders and the rest is comprised of partnerships and personal clients

- Software used includes Xero, Iris, BrightPay and FreeAgent

For more information please call 01765 698 699 and quote the reference number 30680

Current turn over circa: £125,000

Offers over: £156,250

Established: 3 to 5 years

Gross Recurring Revenue: 100-150k

Number of staff: 1 to 3

Locations: Wiltshire

Additional Notes:
- This principal comes to the market for the first time with the view to finding a modern firm to nurture and develop current client relationships

- My client boasts a fully online practice with a 70% adjusted profit margin that utilises Xero, Quickbooks and Taxfiler and can be serviced anywhere in the UK

- This practice boasts a well structured team who have strong relationships with the clients which will aid you in a smooth and seamless transition post completion

For more information please call 01765 698 699 and quote the reference number 30679

Current turn over circa: £50,000

Offers over: £60,000

Established: 30 to 35 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Locations: Hampshire

Additional Notes:
- Portable block of fees
- Opportunity due to retirement
- Fully online business
- Majority of work compliance and bookkeeping based giving you plenty of opportunity for further expansion

For more information please call 01765 698 699 and quote the reference number 30638

Current turn over circa: £55,000

Offers over: £63,250

Established: 25 to 30 years

Gross Recurring Revenue: 50-70k

Number of staff: 0

Locations: Devon

Additional Notes:
- This well established practice comes to the market with a view to finding a professional and personal firm to look after the client portfolio

- With currently no consultancy or advisory work being provided within the client base there is ample opportunity for further growth

- My client is happy to provide a long and warm handover to suit your needs and ensure the clients are transitioned properly

- Software used includes Sage and Xero

For more information please call 01765 698 699 and quote the reference number 23251

Current turn over circa: £80,000

Offers over: £104,000

Established: 10 to 15 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Additional Notes:
- My client, an award winning auto-enrolment business comes to the market for the first time with a view to finding a friendly and professional firm to look after current client relationships

- Due to the nature of the work this client portfolio is portable across the UK and will require some form of relationship between yourself and the selling party as they will be continuing to work with clients providing non-accountancy related services

- This firm boasts a client base of 160 limited companies with the opportunity to provide them with further payroll and accountancy services going forward making it an excellent opportunity for anyone who currently offers auto-enrolment and payroll in house

- My client and his team will provide a long and warm handover to ensure all clients are transitioned seamlessly and will be available following that for ongoing support

For more information please call 01765 698 699 and quote the reference number 30622

Current turn over circa: £200,000

Offers over: £260,000

Established: 15 to 20 years

Gross Recurring Revenue: 150-200k

Number of staff: 3 to 5

Locations: Devon

Additional Notes:
- Chartered practice
- Loyal clients and staff
- Very high client retention and longevity of client relationships
- Over 60% of client base pays monthly by direct debit providing excellent cash flow
- Strong profitability
- The GRF is made up of 210 clients of which 40% are limited companies, 35% are sole traders and the rest comprised of partnerships, sole traders, and personal clients
- Average limited company fee north of £1200
- No audits
- Good growth opportunities
- Premises available on a flexible lease but are not conditional to the sale
- Some degree of portability within 15 - 20 miles of the existing office location
- Using Digita, Xero, and Quickbooks
- Over 50% of the value of the business on cloud based software
- Strong handover on offer with the potential for the current owner to continue and a flexible basis should that be desirable
- The seller has a flexible mindset to making the acquisition work for the buyer to ensure the highest level of client retention

This is an excellent opportunity to acquire a successful, profitable, long-established business with excellent monthly cashflow.

For more information please call 01765 698 699 and quote the reference number 30395

Current turn over circa: £25,000

Offers over: £27,500

Established: 5 to 10 years

Gross Recurring Revenue: <30k

Number of staff: 0

Additional Notes:
- Opportunity due to retirement
- Portfolio comprised of roughly 30 clients with over 50% limited companies
- Average limited company fee of £1,000
- Happy to provide a long and warm handover to ensure a smooth transition for clients

For more information please call 01765 698 699 and quote the reference number 30610

Current turn over circa: £70,000

Offers over: £84,000

Established: 15 to 20 years

Gross Recurring Revenue: 50-70k

Number of staff: 0

Locations: Gloucestershire

Additional Notes:
- My client, a well established Chartered practice comes to the market with the view to finding a professional and people-centric firm to continue looking after clients in the Cheltenham, Gloucester, Brockworth, Innsworth, Churchdown, Cirencester and surrounding areas

- Long term client relationships and strong retention rates providing you with a fantastic foundation of goodwill to further develop your business

- Immediately portable to your office in Gloucestershire

- No consultancy offered so plenty of opportunity for further expansion

- Full handover provided by existing retiring principal

For more information please call 01765 698 699 and quote the reference number 30601

Current turn over circa: £180,000

Offers over: £216,000

Established: 20 to 25 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Additional Notes:
- Well established Chartered practice coming to the market with the view to finding a friendly and professional firm in Torquay, Cockington, Marldon, Paignton, Blagdon, Totnes, Newton Abbot and surrounding areas.

- Limited consultancy work provided allowing for plenty of opportunity for further expansion.

- Top 3 clients brining in £15,000 showing high calibre of clients.

- Average limited company fee circa £1,500.

- Software used includes VT, Xero and Moneysoft.

- 90% of client base is within Torbay.

For more information please call 01765 698 699 and quote the reference number 30586

Current turn over circa: £80,000

Offers over: £96,000

Established: 10 to 15 years

Gross Recurring Revenue: 70-100k

Number of staff: 1 to 3

Locations: South Glamorgan

Additional Notes:
- My client a Chartered Certified practice, is coming to the market for the first time due to retirement.
- The GRF is made up of 180 clients of which 35% is limited companies, 35% is sole trader and the rest is comprised of partnerships and personal clients.
- The practice has been cloud based for over a decade and almost 50% of the client based is serviced remotely.
- Softwares used include TaxCalc, Quickbooks, Xero and Moneysoft.
- 80% of client base is local to the practice.

For more information please call 01765 698 699 and quote the reference number 30560

Current turn over circa: £50,000

Offers over: £63,000

Established: 20 to 25 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Locations: West Midlands

Locations: Birmingham

Additional Notes:
- Chartered practice looking for succession opportunities due to retirement.
- The GRF is generated from a portfolio of 100 clients which includes 40% limited companies and the rest is comprised of sole traders, partnerships and personal clients.
- 80% of clients are located within South Birmingham.
- Audit opportunities within the client base.

For more information please call 01765 698 699 and quote the reference number 30559

Current turn over circa: £125,000

Offers over: £162,500

Established: More than 35 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: Worcestershire

Locations: Bromsgrove

Additional Notes:
- Opportunity due to retirement
- Long established Chartered practice
- £125,000 in gross recurring fees with a 70% profit margin
- 90% of clients within 40 miles of the office
- Software used includes Iris, BTC, Sage, Xero, Quickbooks, Moneysoft
- Average fee for a limited company ranges from £900 to £2,500

For more information please call 01765 698 699 and quote the reference number 30557

Current turn over circa: £40,000

Offers over: £48,000

Established: 5 to 10 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Locations: Dorset

Additional Notes:
- My client is coming to the market for the first time with a focus on finding a friendly and professional firm to look after current client relationships. Considering opportunities in Dorchester, Shaftsbury, Gillingham, Wincanton, Yeovil, Blandford, Windborne, Sherborne and surrounding.
- The business is made up of around 200 clients of which 25% are limited companies, 35% are sole traders and the remaining made up of partnerships and individual clients.
- Top 2 clients averaging £1,500 each per year, demonstrating the breadth of clients and low risk level within the business.
- Business spread mostly consists of compliance and bookkeeping with a small amount of consultancy, so plenty of opportunity for further expansion.
- The firm has been established for nearly a decade showing the fantastic amount of goodwill there is to handover.
- Software used includes Quickbooks and VT.

For more information please call 01765 698 699 and quote the reference number 30553

Current turn over circa: £35,000

Offers over: £38,500

Established: 5 to 10 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Locations: Cornwall

Additional Notes: - Small block of fee’s being brought to the market for the first time due to retirement.
- The fees are made up of around 60 clients of which 55% are limited companies and the remaining comprised of sole traders, partnerships and individual clients. The average age of clients is below 45 demonstrating the longevity within the business.
- Top 3 clients producing £10,000 in fees showing the strong calibre of clients.
- Softwares used include Quickbooks, Digita and 12 Cloud.
- Business spread mostly consists of bookkeeping and compliance work with a small amount of consulting, so plenty of opportunity for further expansion.

For more information please call 01765 698 699 and quote the reference number 30541