Retiring Accountant - Accountancy Practices Sellers South West and Wales - Page 5

Accountancy Practices for Sale South West

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Sold Sash

Current turn over circa: £25,000

Offers over: £25,000

Established: 15 to 20 years

Gross Recurring Revenue: <30k

Number of staff: 0

Locations: Devon

Additional Notes: - Longstanding client base
- Presented to the market for the first time due to retirement
- Highly experienced professional
- Good hand over to be provided with support for 12 months post-sale if needed
- An opportunity to acquire a block of client fees without any staff or premises to detract from profitability

For more information please call 01765 698 699 and quote the reference number 30531

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Offer Sash

Current turn over circa: £35,000

Offers over: £30,000

Established: 15 to 20 years

Gross Recurring Revenue: 30-50k

Number of staff: 1 to 3

Locations: Cornwall

Locations: Bideford

Additional Notes: -My client offers their portable business and loyal client base to the market for the first time, with a focus on finding a friendly and professional business to further develop current client relationships.

-The GRF is generated from a portfolio of around 170 clients including roughly 15% limited companies and the remaining comprised of partnerships, sole traders and personal clients.

-The practice boasts long term relationships with all clients, many of which have been sustained for over a decade, providing you with a strong foundation of goodwill to further develop your business.

For more information please call 01765 698 699 and quote the reference number 30529

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Current turn over circa: £80,000

Offers over: £80,000

Established: 30 to 35 years

Gross Recurring Revenue: 70-100k

Number of staff: 1 to 3

Locations: Dorset

Additional Notes:
- Opportunity due to retirement
- Long established business
- Sole practitioner
- £80,000 GRF from 80 clients
- Localised client base all within 15 miles of the office location
- Flexible lease which is not a condition of the sale
- Excellent client relationships
- Good staff support structure - not a condition of the sale
- Committed handover
- Sage software

This seller is fully committed to making things work for the incoming business owner.

For more information please call 01765 698 699 and quote the reference number 30280

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Sold Sash

Current turn over circa: £170,000

Offers over: £160,000

Established: 25 to 30 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: Pembrokeshire

Additional Notes:
Excellent opportunity for someone looking for a well established turn key business.

Suitable for either a local firm looking to leverage their growth and take market or someone looking to relocate to Pembrokeshire and capitalise on an excellent business opportunity in a beautiful part of the world.

- Sales opportunity due to retirement
- Long-established firm with very strong client relationships
- Consistent turnover
- Good average client demographic
- Excellent scope to develop the business for additional value and receive a faster return on investment
- Highly recommended business
- Long term client relationships
- High client satisfaction rates
- Flexible lease
- Full commitment to facilitate client relationship transfer with the current owner happy to continue in some capacity post-sale
- All clients within 20 miles of the office providing a good localized client portfolio
- No WIP or Debtor issues
- Relaxed and friendly work environment and client service ethos
-Asset Sale




For more information please call 01765 698 699 and quote the reference number 30179

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On Hold Sash

Current turn over circa: £320,000

Offers over: £350,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 3 to 5

Locations: Bristol

Additional Notes:
- Opportunity due to retirement
- Chartered practice
- Circa £300,000 GRF
- Client portfolio of 138 Limited companies, 120 Sole traders and 10 Partnerships
- Business premises available but not a condition of sale
- Flexible staff situation
- Strong client fees
- Excellent long term client relationships
- Very high client retention
- Using Iris and Sage

Very personable owner committed to a strong handover and making the sale as successful as possible for all parties.

For more information please call 01765 698 699 and quote the reference number 30475

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Sold Sash

Current turn over circa: £100,000

Offers over: £130,000

Established: 5 to 10 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: Dorset

Additional Notes:
- A locally portable block of fees offered to the market for the first time
- Established qualified practice
- A client portfolio consisting of 50 limited companies, 65 sole traders, and 15 partnerships
- Excellent age demographic with average age 45
- Clients predominantly in the DT postcode area
- No commitment to premises
- Strong handover provided

This is an excellent opportunity to acquire an strong portfolio of clients with full commitment from the current owner to making the sale/acquisition as successful as possible for all parties.

For more information please call 01765 698 699 and quote the reference number 30471

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Current turn over circa: £50,000

Offers over: £55,000

Established: 5 to 10 years

Gross Recurring Revenue: 30-50k

Number of staff: 1

Locations: Somerset

Additional Notes:
- Client block of fees for sale due to retirement
- Business in operation approaching 10 years
- Chartered Certified practice
- Circa £50,000 GRF
- Providing stat accounting and returns, bookkeeping, Payroll, Tax planning, CIS, and VAT
- Client portfolio consisting of 9 Limited companies, 8 Sole Traders, and 8 Partnerships wich generates circa 50 tax returns
- Top 3 clients between £3,000 and £4,500
- No commitment to premises
- Non-VAT registered but roughly 1/3rd of clients are VAT registered
- Strong handover available

For more information please call 01765 698 699 and quote the reference number 30445

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Sold Sash

Current turn over circa: £50,000

Offers over: £50,000

Established: 10 to 15 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Locations: Anglesey

Additional Notes:
- Qualified practice
- £50,000 GRF
- Portfolio of 20 Limited companies, 38 Sole Traders and 1 Partnership – 59 client relationships
- Excellent cash flow with monthly billing providing an average of £4,000pm
- Service proposition is mostly provided by phone/email/Zoom with face to face accounting for 15-20% of relationships
- Accountancy services provide are business advice, bookkeeping, stat accounting, self-assessment, CT returns, VAT, Payroll, and some Management Accounting
- The firm provides a very loyal, friendly service which has ensured excellent client longevity
- There are no existing staff considerations with the acquisition
- A small low-cost office premise is available but not a condition of sale
- Non VAT registered business with 30-35% of clients being themselves VAT registered and increases to fees due to VAT not considered a concern
- Strong and flexible handover available
- Using Sage, Tax calc, Brightpay and happy to work with the buyer to transition to buyers software
- It is believed that the business could be grown very quickly with investment and pensions advice being seen as a beneficial additional service

This seller is keenly focused on making the sale as successful as possible for all parties and provides full commitment to work with the incoming buyer.

For more information please call 01765 698 699 and quote the reference number 30438

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Offer Sash

Current turn over circa: £500,000

Offers over: £500,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 5 to 10

Locations: Somerset

Additional Notes:
- Long established Chartered Practice
- £480k GRF / £500,000 Turnover
- £25,000 - £30,000 incremental growth year on year from word of mouth referrals
- Highly professional firm with strong tax specialism
- Looking after a broad range of quality, largely limited company clients
- Typical fees of £1250 for Limited companies, £750 for Sole Traders and £1500 for Partnerships
- Majority of clients local to the business premises along with circa 40 London clients and some overseas clients
- Top 3 clients commanding fees between £10,000 and £12,000
- Long serving, high quality, loyal staff
- Very high client retention
- Flexible lease available
- The seller is looking for a phased exit and is looking to deploy their high level tax knowledge for the new owner for a couple of years post sale
- Using Iris, Sage One, Xero, Quickbooks and Kashflow

This is an excellent opportunity to acquire an already profitable business with high quality, loyal staff, the ability to retain the current owner as part of the acqusition to promote the highest levels of client retention.

It is also expected that, in the absence of running the business, the current owner's high level tax knowledge can be deployed for greater benefit to the business and the new owner.

The current owners have a flexible mindest to making the transition as successful as possible fo all parties.

For more information please call 01765 698 699 and quote the reference number 30427

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On Hold Sash

Current turn over circa: £300,000

Offers over: £370,000

Established: 5 to 10 years

Gross Recurring Revenue: 200-300k

Number of staff: 3 to 5

Locations: Hampshire

Additional Notes:
- Presented to the market for the first time due to retirement
- Highly profitable business
- Providing a range of accountancy services
- Using Iris for Practice Management, E-signing software setup, Brightpay (payroll), Sage, Xero, QuickBooks
- Good, strong, quick paying client base
- Loyal, hard working staff
- Flexible lease
- Strong handover

For more information please call 01765 698 699 and quote the reference number 30421

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Sold Sash

Current turn over circa: £72,000

Offers over: £100,000

Established: 10 to 15 years

Gross Recurring Revenue: 70-100k

Number of staff: 1 to 3

Locations: Cheshire

Additional Notes:
- Est 12 years
- Chartered Certified Practice
- £72,000 GRF
- Client Portfolio consisting of 71 Limited’s, 22 Sole Traders and 6 Partnerships
- Top 3 clients between £2000 - £3000 per annum
- Flexible lease on the business premises available – retention of premises not a condition of sale
- Using Microsoft Office, IRIS for Accounts Production and Business Tax, Sage Accounts, Free agent, Moneysoft Payroll
- Clients predominately serviced on a face to face basis at the current business premises
- Loyal, hardworking staff member available for strong client retention - staff retention not a condition of sale

An opportunity to acquire a well-established business or client base from an owner with a flexible mindset to making the transition of clients and acquisition as successful as possible for all parties

For more information please call 01765 698 699 and quote the reference number 30414

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Offer Sash

Current turn over circa: £230,000

Offers over: £230,000

Established: 25 to 30 years

Gross Recurring Revenue: 200-300k

Number of staff: 3 to 5

Locations: Dorset

Additional Notes:
- Long established qualified practice
- Consistent business performance
- Good existing profitability
- Highly client-focused firm
- The client portfolio of 72 Limiteds, 145 Sole traders, 6 Partnerships - circa 240 clients
- Top 3 clients commanding fees between £8-10,000 per annum
- Using Xero, Sage accounts production and Practice management
-Very loyal client base and high client retention
- Loyal, reliable, hard-working staff
- Flexible lease available - retention of the existing premises is not a condition of sale
- Strong handover on offer with the current owner happy to stay on with the business for 1-2 years post-sale




For more information please call 01765 698 699 and quote the reference number 30400

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Sold Sash

Current turn over circa: £180,000

Offers over: £195,000

Established: 15 to 20 years

Gross Recurring Revenue: 150-200k

Number of staff: 3 to 5

Locations: Devon

Additional Notes:
- Chartered practice
- Presented to the market for the first time due to retirement
- Loyal clients and staff
- Very high client retention and longevity of client relationships
- 80% of the GRF is paid monthly by direct debit providing excellent cash flow
- Strong profitability
- The client portfolio consists of 60 Limited companies, 58 Sole traders, and 26 Partnerships
- No audits
- Clients are mostly serviced by phone and email with few face to face client meetings
- 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
- 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

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Sold Sash

Current turn over circa: £180,000

Offers over: £195,000

Established: 15 to 20 years

Gross Recurring Revenue: 150-200k

Number of staff: 3 to 5

Locations: Devon

Additional Notes:
- Chartered practice
- Presented to the market for the first time due to retirement
- Loyal clients and staff
- Very high client retention and longevity of client relationships
- 80% of the GRF is paid monthly by direct debit providing excellent cash flow
- Strong profitability
- The client portfolio consists of 60 Limited companies, 58 Sole traders, and 26 Partnerships
- No audits
- Clients are mostly serviced by phone and email with few face to face client meetings
- Potentially portable to Exeter or the near surrounding area
- Good growth opportunities
- Premises available on a flexible lease but are not conditional to the sale
- Using Digita, Xero, and Quickbooks
- 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

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Offer Sash

Current turn over circa: £500,000

Offers over: £450,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 10 to 20

Locations: Wiltshire

Additional Notes:
- Sale due to retirement
- Chartered Practice
- Established for approaching 20 years
- Providing accounts, business and personal tax services, Audit, Payroll, and business advisory services
- Client protfolio of 267 Limited companies, 149 Sole traders/Partnerships, 150 payrolls and 3 Audit clients
- Long-standing client relationships with the top 3 clients having been retained for between 10 and 20 years
- Service is mostly provided on a face to face basis with the majority of clients in close proximity to the existing office
- Flexible lease or purchase of the freehold office premises
- Using IRIS with hosted cloud software, Virtual cabinet, Sage, Xero, Free agent
- Share sale

This is an excellent opportunity to acquire a long-established business on competitive terms for the right acquirer.

Call now to understand the full opportunity available.

For more information please call 01765 698 699 and quote the reference number 30373

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Sold Sash

Current turn over circa: £225,000

Offers over: £240,000

Established: 5 to 10 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Reading

Additional Notes:
- Sale due to retirement
- Chartered Practice
- Providing general practice accountancy from start-up to advisory, business plans, profit extraction, bookkeeping, Management accounts and more
- Qualified and highly competent staff
- Circa 60% of income from Limited companies
- Well managed business with minimal WIP
- Strong billing process and no aged debtors
- Efficiently run practice with circa 80% of clients serviced remotely
- Face to face service provided for larger clients and when oboardng new clients and agreeing needs and requirements
- The seller has a flexible approach to making the sale work for all parties
- Handover to suit the buyer's needs and ensure a strong relationship transition and greatest acquisition success

This is an excellent opportunity to acquire a well-established business, with high-quality staff, incremental year on year growth, and from an owner with a firm commitment, to make the acquisition an unequivocal success.

For more information please call 01765 698 699 and quote the reference number 30367

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Sold Sash

Current turn over circa: £240,000

Offers over: £260,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Bristol

Additional Notes:
- Chartered Practice
- Partner-led service proposition
- General practice providing accountancy services to commercial and personal clients
- Asset Sale
- Good paying clients with no aged debtors
- Clients predominately in the Bristol area and in close proximity to the office premises
- Excellent, modern quality premises in a good location
- Very high client retention
- Good longevity of client relationships
- Flexible service proposition
- Minimal WIP
- Hardworking, loyal staff who are popular with clients
- Vendors have a flexible approach to making the sale work for all parties

This is an excellent opportunity to acquire a well established practice which has been growing year on year through client referrals.

The present owners have a flexible mindset to make the sale work for all parties and ensure the highet level of success for all concerned

For more information please call 01765 698 699 and quote the reference number 30365

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Sold Sash

Current turn over circa: £100,000

Offers over: £100,000

Established: 20 to 25 years

Gross Recurring Revenue: 70-100k

Number of staff: 1 to 3

Locations: Oxfordshire

Additional Notes:
- Long established Chartered Certified Practice
- For sale due to retirement
- Asset Sale
- Minimal WIP
- No Debtor issues
- Annual billing with income equally received throughout the year
- Service proposition is circa 20% face to face and 80% remote servicing
- Good average fee per client across the portfolio
- Long term client relationships of 20 years
- Good average age demographic 45-50 yrs
- Very high client retention rate
- Excellent staff available if desired
- No commitment to retain existing offices premises
- Using Iris and Kashflow

This is an excellent opportunity to acquire a good client portfolio with competitive fees.

This retiring owner has a flexble mindest to making the transition work for all parties and offers a strong handover to ensure the highest level of success.

For more information please call 01765 698 699 and quote the reference number 30364

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Sold Sash

Current turn over circa: £100,000

Offers over: £100,000

Established: 20 to 25 years

Gross Recurring Revenue: 70-100k

Number of staff: 1 to 3

Locations: Oxfordshire

Additional Notes:
- Long established Chartered Certified Practice
- For sale due to retirement
- Asset Sale
- Minimal WIP
- No Debtor issues
- Annual billing with income equally received throughout the year
- Service proposition is circa 20% face to face and 80% remote servicing
- Good average fee per client across the portfolio
- Long term client relationships of 20 years
- Good average age demographic 45-50 yrs
- Very high client retention rate
- Excellent staff available if desired
- No commitment to retain existing offices premises
- Using Iris and Kashflow

This is an excellent opportunity to acquire a good client portfolio with competitive fees.

This retiring owner has a flexble mindest to making the transition work for all parties and offers a strong handover to ensure the highest level of success.

For more information please call 01765 698 699 and quote the reference number 30364

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On Hold Sash

Current turn over circa: £75,000

Offers over: £75,000

Established: 15 to 20 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: Berkshire

Additional Notes:
- Chartered Certified Practice established over 15 years
- Sole practitioner with an eye on retirement
- £75,000 GRF
- VAT registered
- Good increasing turnover year on year
- No staff commitment
- No premises commitment
- Good spread of client fees across the portfolio with no excessive concentration
- Providing general practice accountancy services - Compliance, VAT, Payroll, Book keeping etc
- Portfolio of 80 Ltds,, 83 Sole Traders, 2 Partnerships, 46 Payrolls
- Average client ages 45-50
- Majority of clients located in RG and SL postcodes
- Using VT Accounts and Transactions, Keytime practice manager, Moneysoft (Payroll), Virtual Cabinet for docs
- Strong handover available

This is an excellent opportunity to acquire a good age demographic client base with a good concentration of limited companies with the scope for further development.

For more information please call 01765 698 699 and quote the reference number 30358

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