Current turn over circa: £80,000
Offers over: £30,000
Established: 25 to 30 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: Bristol
Additional Notes:
- Chartered practitioner
- 95% of clients are limited companies
- Clients located in the Bristol and North Wiltshire area
- Retiring owner looking for the right succession relationship
This is a highly professional and knowledgeable practitioner looking for the right fit for his clients
The buyer would take over the GRF production and take advantage of the strong relationships this practitioner has with his clients.
The owner is looking for a strong, skilled and personable acquirer with a flexible approach to acquisition.
For more information please call 01765 698 699 and quote the reference number 30334
Current turn over circa: £360,000
Offers over: £400,000
Established: 3 to 5 years
Gross Recurring Revenue: 300-500k
Number of staff: 5 to 10
Locations: Wiltshire
Additional Notes:
- Chartered Certified Practice
- Talented, professional and highly successful sole practitioner
- Client portfolio comprises 170 limited companies, 135 Sole Trader’s, 23 partnerships which combine to produce 222 total Tax returns
- The owner has a preference for face to face service proposition with clients visiting the office. This has proved successful to adding value to client relationships and growing fees
- Track record of adding value to clients, developing relationships and growing fees organically
- Majority of clients 20 miles radius of the office
- Top 3 clients generating fees of £7500 each
- Fee income generated 90% from compliance and payroll and 10% book keeping
- Loyal and good staff structure
- Good, prominent leased premises
- Sage software
- The owner is looking for the right fit for his clients and is prepared to provide a strong handover for mutual benefit
This is an excellent opportunity to capitalise on a strong business from a skilled and experienced practitioner who is prepared to be fully involved to make the ownership transition as smooth, easy and successful as possible
For more information please call 01765 698 699 and quote the reference number 30329
Current turn over circa: £23,000
Offers over: £23,000
Established: 15 to 20 years
Gross Recurring Revenue: <30k
Number of staff: 0
Locations: Oxfordshire
Additional Notes:
- Opportunity due to retirement
- Appealing to firms in Oxford or within 30 miles my client offers their loyal client bank to an individual or practice looking to add additional fees
- Circa 40 clients made up of 32 SME Ltd's, 18 of which are VAT registered companies - 10 sole traders and private tax
- Clients based mainly in Oxfordshire
- Top 3 clients providing fees of £1500, £1250 and £1,000
- 85% compliance work, 10% Payroll, and only 5% book keeping
- The acquirer will benefit from a retiring principal offering a full handover of client goodwill and access to his software “Digita” for client records
- No staff consideration
- No premises
- Flexible acquisition of a client book
For more information please call 01765 698 699 and quote the reference number 23159
Current turn over circa: £13,000
Offers over: £11,000
Established: 1 to 3 years
Gross Recurring Revenue: <30k
Number of staff: 0
Locations: Hampshire
Additional Notes:
- Small portfolio of circa £13,000
- 4 ltds, 19 sole traders, 2 partnerships
- Top 5 fees £2100, £1900, £1080, £850, £840
- Asset sale
- Largely a remote serviced fee bank
For more information please call 01765 698 699 and quote the reference number 30317
Current turn over circa: £100,000
Offers over: £100,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Taunton
Additional Notes:
- Established over 10 years
- Increasing turnover year on year
- Excellent monthly cash flow through Go cardless and BACS
- VAT registered
- Localised client base providing bookkeeping, compliance, payroll etc
- Xero, Quickbooks, Sage
- Increasing turnover due to referrals
- Staff optional
- Premises optional
- Clean well established business with no debtor issues
- Flexible to Asset or Share sale acquisition
For more information please call 01765 698 699 and quote the reference number 30301
Current turn over circa: £220,000
Offers over: £250,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Somerset
Locations: Bristol
Additional Notes:
A distilled client base of Ltd Companies (Circa 80) across Bristol and Somerset serviced for over 15 years and enjoying additional Tax advice in addition to their accounts, VAT and bookkeeping requirements.
Through retirement the vendor is keen to provide a thorough handover and requires a buyer with spare capacity to take over the practice as their is a deficit in staff.
A knowledge of Quickbooks and Tax Calc would be of benefit and a desire for a site in the North SOmerset area.
For more information please call 01765 698 699 and quote the reference number 30295
Current turn over circa: £370,000
Offers over: £385,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 5 to 10
Locations: Carmarthenshire
Additional Notes:
- Chartered practitioner
- Established business of over 15 years
- Committed handover to ensure full transference of client goodwill and ensure the highest amount of client retention is achieved
- The opportunity is to acquire a well-established and high quality firm from a hands on and experienced owner/practitioner
- The majority of the 350 clients are within a 15 miles radius of the practice
- Circa 40% of clients paying monthly by standing order providing a good business cash flow.
- Loyal well organised with long service experience providing an efficient, organised infrastructure
- General practice providing stat accounting, tax advice, payroll, VAT returns
- Enjoying annual organic growth, through a strong reputation and high level of referrals
- The practice uses Iris and VT software and presents an excellent opportunity to acquire a long established and already profitable, organised practice, with strong client relations and good average fees.
For more information please call 01765 698 699 and quote the reference number 29992
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
Current turn over circa: £550,000
Offers over: £500,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 5 to 10
Locations: Somerset
Additional Notes:
- Chartered practice
- Owner led service proposition
- £500,000 GRF
- The client portfolio consists of 235 Limited companies, 27 Partnerships, 119 Sole traders
- Average fees of £1800 for limited companies, £900 for Partnerships and £600 for Sole traders
- Top clients delivering £36,000, £26,000 and £14,000
- Average client ages 45-50
- Excellent use of software including Xero, Quickbooks, Tax calc, Virtual Cabinet, GoProposal, Sage and more
- 90% of clients serviced remotely by phone and email
The owner is interested in possible merger opportunities or being acquired by a larger business and becoming a regional hub.
The focus is on developing a larger mass of clients to deliver efficiencies of scale and also realise client revenue potential across the client base.
The owner has a flexible approach to a sale/new business relationship understanding the importance of making the outcome viable for both parties
For more information please call 01765 698 699 and quote the reference number 30277
Current turn over circa: £400,000
Offers over: £350,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 5 to 10
Locations: Wiltshire
Additional Notes:
- Long established practice
- Focused on providing a high-quality, accurate, needs-based service
- Providing Tax, Compliance, Payroll, business advisory, forecasting and planning, profit extraction and more
- The practice employs both monthly and event billing and enjoys a very healthy £30,000 monthly cash flow
- Sole practitioner looking to provide a committed handover and open to being retained with the business post-sale
- 90% of clients are service remotely by phone and email
- Average client age between 45-50
- The practice uses Digita, and Sage 50
- Flexible lease with some portability within the Swindon area
This is a highly successful practitioner who has a flexible mindset in their approach to the construct of the deal to ensure the highest level of success for both parties.
For more information please call 01765 698 699 and quote the reference number 30276
Current turn over circa: £100,000
Offers over: £110,000
Established: 1 to 3 years
Gross Recurring Revenue: 70-100k
Number of staff: 1 to 3
Locations: Worcestershire
Locations: Worcester
Additional Notes:
A loyal client base of 60 Ltd Co's and 100 Sole Traders across Worcester, Stratford, Evesham and South Birmingham looking to sell their practice and focus on their F.D. Role.
Established over 12 Years and demonstrating annual growth their clients enjoy face to face, partner led advice supported by 2 part time Bookkeepers whom have built relationships with the clients.
Typical fees for Ltd Co's range from £750 - £1,200 and Sole Traders £300 - £500. Software used includes V.T., Moneysoft, Tax Calc and Quickbooks.
The principal can provide a day a week of consultancy to aidd the handover of clients if required.
For more information please call 01765 698 699 and quote the reference number 30274
Current turn over circa: £285,000
Offers over: £300,000
Established: 3 to 5 years
Gross Recurring Revenue: 200-300k
Number of staff: 5 to 10
Locations: Devon
Additional Notes:
- Chartered practice
- £275,000 GRF
- Completely cloud-based
- Excellent growth
- Excellent new business development system
- Strong profitability
- Good staff structure and organised workflow
- 80% of clients serviced by phone and email promoting very high efficiencies
- Xero, Quickbooks
- Young client age profile
- Committed handover from the current owner
This is an excellent opportunity to acquire a modern practice with an excellent reputation and proven business development system
For more information please call 01765 698 699 and quote the reference number 30273
Current turn over circa: £935,000
Offers over: £935,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 10 to 20
Locations: Somerset
Additional Notes:
- Opportunity due to retirement
- Long established Chartered practice
- Providing compliance accounting, taxation services and much more
- 468 Limited companies, 394 ST/Partnerships
- Localised client base
- A large emphasis on face to face service to develop strong long term client relationships and deliver a needs focused service proposition
- Long-serving, well organised staff strcuture
- Part monthly billing provided good cash flow
- No debtor issues
- Using Iris, Xero, Moneysoft, and Sage
- Opportunities identified to lift turnover to over £1 million
- The business grows through client referrals and would benefit further by a cohesive marketing campaign
- The firm enjoys many Long term client relationships providing testimony to their high level of client service and client satisfaction
For more information please call 01765 698 699 and quote the reference number 30269
Current turn over circa: £200,000
Offers over: £220,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Bristol
Additional Notes:
- Chartered practice
- Long established and built from nothing by the present owner
- Sole owner
- Excellent monthly cashflow of £13,000 - £15,000
- Cloud-based practice - Kashflow, Quickbooks, Xero, Freeagent
- Also using virtual cabinet
- 145 Limited companies, 204 ST/Partnerships, 95 Payrolls
- Flexible lease
- Largely a remote service proposition with clients visiting the office if they have queries or to drop off information
- No debtor or WIP issues
- Committed handover
- Flexibility regarding completion timeframe
- Flexible staff position
This is an excellent opportunity to acquire a very profitable business making excellent use of software and enjoying an excellent client reputation.
For more information please call 01765 698 699 and quote the reference number 30266
Current turn over circa: £220,000
Offers over: £220,000
Established: 3 to 5 years
Gross Recurring Revenue: 200-300k
Number of staff: 5 to 10
Locations: Plymouth
Additional Notes:
- Chartered Certified practice
- General Practice providing accounts, tax, VAT, Payroll, some bookkeeping etc
- Using Xero, Quickbooks, Freeagent
- An experienced owner who is fully committed to an effective handover and transitioning the business relationships
- A sole general practitioner the firm deals mainly with small owner-managed businesses
- Localised client base
- Good staff infrastructure
- Consistent organic growth and new client enquiries
For more information please call 01765 698 699 and quote the reference number 30258
Current turn over circa: £450,000
Offers over: £450,000
Established: 3 to 5 years
Gross Recurring Revenue: 300-500k
Number of staff: 5 to 10
Locations: Wiltshire
Additional Notes:
West Wiltshire – Chartered Certified Practice - £450,000 T/O
- Opportunity due to retirement
- Very modern, proactive Chartered Certified Practice
- Circa £400,000 GRF
- 60 clients – 54 limited companies, 5 sole traders and 1 partnership
- Monthly billing providing excellent business cash flow
- No Audits
- The business employs an excellent use of technology, incorporating a wide use of the latest software. The firm has worked hard to build the right systems and organisational structure to ensure scalability, and delivers a fully paperless, efficient cloud based proposition
- The business provides a full range of business services including real time reporting and data access and is focused on proactive business advisory not just compliance
- Services include, compliance returns, book keeping, management accounting, forecasting and business planning, R&D tax credits, VAT, Payroll and more with many clients using the firm to provide their fully outsourced finance department
- The practice also facilitates Xero set up and training, and deploys an excellent social media presence to maintain client contact/connection and create a visible presence for the development of new client relationships
- The firm has experienced incredible high double digit growth over the past 3 years
- Full commitment/handover is being provided along with the flexibility to retain one of the owners of the business if desired
For more information please call 01765 698 699 and quote the reference number 30248
Current turn over circa: £150,000
Offers over: £180,000
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Dorset
Additional Notes:
- Chartered Certified Practice
- Established business 9 years
- £150,000 GRF from 60 clients
- 58 limited companies and 2 sole traders
- Excellent client age demographic
- 97% of clients serviced remotely by phone, email, client portal etc
- Xero, Receipt Bank, Tax Filer and Senta software
- Almost all clients pay monthly by standing order providing excellent cash flow of of over £12,000 per month
- The majority of clients in the Bournemouth and Dorset area
- No commitment to premises
- Asset sale
The present owner is looking to provide a professional and committed handover to ensure strong relationships can be forged between clients and the new owner to ensure the highest level of client retention.
For more information please call 01765 698 699 and quote the reference number 29967
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
Current turn over circa: £115,000
Offers over: £130,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Oxfordshire
Additional Notes:
- Brought to the market for the first time due to retirement
- Qualified practice
- No commitment to premises
- No ongoing staff commitment
- Localised client base within 20 miles of current office location
- Sage software
- 32 payrolls
- No IR35
- Very minimal/no WIP
- No debtor issues
- Opportunity to add an extra £10-£15,000 of annual income from insourcing some outsourced work
- No audit work
An excellent opportunity to acquire a well-established practice/block of fees.
Full commitment from the current owner to provide an effective handover to transition the client relationships
A typcial general practice portfolio with excellent goodwill built over two decades.
For more information please call 01765 698 699 and quote the reference number 30217
Current turn over circa: £500,000
Offers over: £550,000
Established: 20-2 years
Gross Recurring Revenue: 300-500k
Number of staff: 3-5
Locations: Oxfordshire
Additional Notes:
- Chartered practice
- Localised client base
- 200 Ltd Companies
- Excellent Chartered and Chartered Certified qualified, client facing staff who are essential to a successful transition
- Annual Payroll of £200,000
- Flexible exit strategies on offer from a tax focussed principal who is happy to carry on post-sale if desirable
- Ltd Company fee range from £700 - £10,000.
- Practice is using IRIS, Sage & Xero software
- This is a highly successful, well-structured business with the present owner interested in meeting with acquirers looking to build on the excellent foundations and prudently take the business forward
For more information please call 01765 698 699 and quote the reference number 30056
Retiring Accountant
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
