Accountancy Practices for Sale South West

Current turn over circa: £ 230,000

Offers over: £ 250,000

Established: 3 to 5 years

Gross Recurring Revenue: 200-300k

Number of staff: 5 to 10

Locations: Hampshire

Additional Notes:
- Sale due to retirement
- Chartered Practice
- Excellent staff structure and efficient work flow
- Flexible lease
- Over 50% of clients on cloud
- Xero, Quickbooks and Keytime

Excellent opportunity to acquire a strong, profitable business which is well organized and making excellent use of technology for client benefit and business efficiency.

For more information please call 01765 698 699 and quote the reference number 30195

Current turn over circa: £ 30,000

Offers over: £ 26,000

Established: 5 to 10 years

Gross Recurring Revenue: <30k

Number of staff: 0

Locations: Wiltshire

Additional Notes:
- Chartered practice
- Fees generated largely from compliance work
- Clients serviced largely by email and phone
- Block of fees/Asset sale
- No incumbent staff
- No commitment to premises
- Typical general practice client base
- Flexible completion date
- Handover provided
- Good spread of fees

For more information please call 01765 698 699 and quote the reference number 30188

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:
- Opportunity due to retirement
- Long-established firm with very strong client relationships
- Consistent turnover
- Average client ages under 50
- Excellent scope to develop the business for additional value and faster return on investment
- Highly recommended business
- Long term client relationships - testimony to the strong client relationships and client satisfaction
- Flexible lease
- Full commitment to facilitate client relationship transfer with 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: £ 90,000

Offers over: £ 90,000

Established: 25 to 30 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: Devon

Additional Notes:
- Opportunity due to retirement
- Long established practice
- Clients aged typically 50 - 65
- No office commitment
- Minimal face to face service, clients mostly serviced by phone and email
- Fees derived from compliance and payroll, no bookkeeping
- Committed handover
- No staff commitment
- VAT registered

For more information please call 01765 698 699 and quote the reference number 30171

Current turn over circa: £ 400,000

Offers over: £ 480,000

Established: 10 t years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Locations: Wiltshire

Additional Notes:
- Chartered practice
- Well established over 10 years
- Good profitability with excellent growth potential
- A portfolio consisting largely of medical clients - Doctors, Dentists, Consultants
- Flexible lease
- Systems – CCH, Xero
- Good tax knowledge required
- Committed handover with the potential for owner retention post sale
- Good continuity of long serving, qualified staff with good organizational structure
- This is a highly referred business with a quality, professional client base

For more information please call 01765 698 699 and quote the reference number 30161

Current turn over circa: £ 200,000

Offers over: £ 220,000

Established: 15-2 years

Gross Recurring Revenue: 200-300k

Number of staff: 3-5

Locations: Devon

Additional Notes: • Chartered practice
• Established over 15 years
• £200,000 GRF
• 281 clients – 80 Ltds Average fees £700-£800
• Top 3 clients - £13,000, £10,000 £5,000
• Majority of Clients aged typically age 30 – 50
• Flexible lease
• Good profitability with additional efficiencies and cost savings possible
• Growing practice with increasing turnover and increasing client numbers
• Systems – VT Accounting, Keytime, Xero
• Tailored billing
• Majority of clients within 10 miles of Plymouth
• Preference for face to face client service
• Book keeping 15%, tax compliance mostly
• Committed handover with possibility for retention of owner if desirable
• Flexible staff structure

For more information please call 01765 698 699 and quote the reference number 30076

Current turn over circa: £ 500,000

Offers over: £ 450,000

Established: 25-3 years

Gross Recurring Revenue: 300-500k

Number of staff: 5-10

Locations: Devon

Additional Notes:
- Opportunity coming to market due to retirement
- Excellent opportunity to acquire a long established Chartered Practice
- Very high client retention rates
- Good long-standing client relationships and a lot of goodwill built within the business
- Increasing turnover year on year for the previous 3 years
- General practice
- Top 5 clients producing fees from £6,000 - £14,000
- A full complement of good, qualified staff with a very good office manager
- Flexible lease - Option to buy
- Majority of clients based within 20 - 30 miles of existing office premises
- Software - VT for accounts, Iris for payroll and taxcalc
- The retiring owner is focused on a committed handover to ensure the highest levels of client retention

For more information please call 01765 698 699 and quote the reference number 30138

Current turn over circa: £ 240,000

Offers over: £ 260,000

Established: 30-3 years

Gross Recurring Revenue: 200-300k

Number of staff: 3-5

Locations: Cornwall

Additional Notes: • Chartered practice
• Established over 25 years
• £235,000 GRF
• Circa 200 clients – 35 Ltds £2000 ave, ST/Partnerships Ave £865, Personal tax ave £400
• Top clients - £33,000, £12,000
• Flexible lease
• Good profitability with additional efficiencies and cost savings possible
• Growing practice with further development potential
• Systems – Sage, Xero, Quickbooks
• The majority of income from a local client base
• Face to face and remote client servicing
• Committed handover with the possibility for retention of the owner if desirable
• Flexible staff structure

For more information please call 01765 698 699 and quote the reference number 30082

Current turn over circa: £ 300,000

Offers over: £ 295,000

Established: 25-3 years

Gross Recurring Revenue: 200-300k

Number of staff: 3-5

Locations: Devon

Additional Notes:
- Chartered Practice
- Loyal clients and staff
- 230 business clients, 50 limited companies, with a further 130 individual tax clients
- Clients all within a 20 miles radius of the practice
- Top 3 fees of £9700, £7100 and £5700
- General practice
- Existing staff includes 3 x full time accountants and a receptionist with additional support available on an ad hoc basis
- Full suite of Iris software
- Consistent £300,000 turnover over the past few years and continues to take on new clients by referral.

For more information please call 01765 698 699 and quote the reference number 30099

Current turn over circa: £ 45,000

Offers over: £ 50,000

Established: 20-2 years

Gross Recurring Revenue: 30-50k

Number of staff: 0-1

Locations: South Glamorgan

Locations: Cardiff

Additional Notes:

Deferred Sale Option available - Details available on request

Total Clients: 50 (15 Ltd Companies)

Premises Available: £500 PCM

Est. over 20 years in Cardiff, loyal, local (mainly) client with fees to £3000.

Flexible principle keen to provide a full and thorough handover of relationships.

For more information please call 01765 698 699 and quote the reference number 30146

Current turn over circa: £ 625,000

Offers over: £ 600,000

Established: 20-2 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 10-20

Locations: Cornwall

Additional Notes:
- Sale due to retirement
- Long trading history
- Increasing turnover year on year
- General practice
- Full complement of qualified staff
- Flexible lease
- Majority of clients based in West Cornwall
- No audit
- Owner focused on a committed handover to ensure the highest levels of client retention

For more information please call 01765 698 699 and quote the reference number 30107

Current turn over circa: £ 70,000

Offers over: £ 55,000

Established: 15-2 years

Gross Recurring Revenue: 50-70k

Number of staff: 0-1

Locations: Bristol

Additional Notes:
- Opportunity due to retirement
- Chartered Tax Adviser practice focused on UK tax work for High Net Worth clients, Corporate clients, Partnerships and Trusts
- Work undertaken includes Tax Returns, Income/Expenditure, a couple of Trusts, VAT, Payroll
- Clients serviced largely remotely, over 97% of the time, with clients located across several postcode areas with a handful of overseas clients
- Preference is for a Chartered Tax Adviser or Chartered firm with good tax and high net worth client experience
- Geography of acquirer location not considered an issue

For more information please call 01765 698 699 and quote the reference number 30132

Current turn over circa: £ 60,000

Offers over: £ 50,000

Established: More years

Gross Recurring Revenue: 30-50k

Number of staff: 0-1

Locations: Exeter

Additional Notes:
- Opportunity due to retirement
- Long established Chartered Tax Adviser business
- Income made up specifically of tax work - personal, corporate partnership tax, Non-Resident Landlords etc
- The owner has a full relationship with clients and thus there is scope to add additional services across the client portfolio
- Highly committed handover to facilitate the highest level of client retention and transfer of goodwill
- No commitment to office premises with local portability to North/Central Exeter, Tiverton, and surrounding area
- Digita software

For more information please call 01765 698 699 and quote the reference number 30131

Current turn over circa: £ 325,000

Offers over: £ 300,000

Established: 10-1 years

Gross Recurring Revenue: 200-300k

Number of staff: 1-3

Locations: Cornwall

Additional Notes:
- Very experienced chartered tax adviser within the practice
- Monthly income fee structure
- Double-digit business growth
- Very high client retention rates
- Value add focused business with very strong client relationships
- Xero cloud-based, future ready business
- Opportunity to enhance income streams with further services and increase profitability
- Flexible lease

For more information please call 01765 698 699 and quote the reference number 30110

Current turn over circa: £ 250,000

Offers over: £ 250,000

Established: 15-2 years

Gross Recurring Revenue: 200-300k

Number of staff: 0-1

Locations: Hampshire

Additional Notes:
- Service charge accounts/property related specialist which can easily fit alongside accountancy services
- The business has had an increasing turnover for 15 years
- For sale due to retirement
- Long standing client relationships
- Highly profitable
- Scope to increase profitability through insourcing and provision of additional tax services
- Full commitment from current owner to facilitate a smooth transition and handover
- Flexible payment terms
- No commitment to existing premises
- Offered with full support and without commitment to existing staff
- A fantastic opportunity for a professional firm to add a highly profitable income stream to an existing practice

For more information please call 01765 698 699 and quote the reference number 30108

Current turn over circa: £ 50,000

Offers over: £ 40,000

Established: 5-10 years

Gross Recurring Revenue: 30-50k

Number of staff: 0-1

Locations: Plymouth

Additional Notes:
- Presented to he market for the first time due to retirement
- Highly experienced professional from top 4 background
- Mostly tax work – Tax returns, CGT, some IHT and tax disclosures
- Opportunity to cross-sell additional services
- Software used is Xero, Freeagent, VT, BTC, and Brightpay
- Good hand over to be provided with support for 12 months post-sale
- 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 30104

Current turn over circa: £ 1,400,000

Offers over: £ 1,100,000

Established: 25-3 years

Gross Recurring Revenue: 1-2m

Number of staff: 10-20

Locations: Somerset

Additional Notes:

- The opportunity is presented due to retirement
- £1.4 million turnover
- Xero partner
- High volume of new enquiries
- A full complement of qualified staff
- General practice portfolio
- The current owner is amenable to providing a good degree of flexibility to facilitate the new acquirer in capitalising on increased profitability opportunities
- Leased premises
- Early contact is recommended to fully understand the scope of the opportunity

For more information please call 01765 698 699 and quote the reference number 30100

Current turn over circa: £ 180,000

Offers over: £ 175,000

Established: 25-3 years

Gross Recurring Revenue: 150-200k

Number of staff: 1-3

Locations: Carmarthenshire

Additional Notes:
• Chartered practice
• £160,000 GRF
• 160 clients - Ltd, Sole Traders, Partnerships, Farmers, 2x Audits, Personal Tax
• Flexible lease
• Qualified staff
• High profitability with additional efficiencies and cost savings possible
• Top 3 clients over £10,000, £7,000 and £5,000
• Systems – Sage, Tax filer, Auto Rec
• Clients all within 40 miles of the practice, the majority within 20 miles
• Face to face service proposition
• Committed client handover with the Current owner happy to continue for 2-3 years if desired

For more information please call 01765 698 699 and quote the reference number 30084

Current turn over circa: £ 90,000

Offers over: £ 90,000

Established: 15-2 years

Gross Recurring Revenue: 70-100k

Number of staff: 0-1

Locations: Southampton

Additional Notes: • Established over 15 years
• £75,000 GRF
• VAT registered
• 84 clients – 44 Limited companies, No Audit
• Average client age under 50
• No premises commitment
• No staff commitment
• Excellent profitable opportunity with additional efficiencies and cost savings possible
• Growth opportunities - high demand from new clients
• Systems – Sage, Xero, VT
• The majority of income from a local client base
• Some face to face but increasing remote client servicing
• 22 London clients - remotely serviced
• Committed handover with flexible exit -open to straight forward sale or retention of the current owner if desirable

For more information please call 01765 698 699 and quote the reference number 30083

Current turn over circa: £ 320,000

Offers over: £ 380,000

Established: 25-3 years

Gross Recurring Revenue: 300-500k

Number of staff: 3-5

Locations: Dorset

Additional Notes: • Consistent revenue figures
• Good profitability
• Top 3 clients - £15,000 £7,000, £4,500
• 62 Ltds, 54 unregistered businesses, 195 personal tax
• Clients on Iris – Xero, Sage, Quickbooks
• Mostly remote servicing by phone, email, skype – face to face meetings are required but typically one client every two weeks for a face to face meeting
• Committed handover with the current owner happy to be involved for up to a year
• Flexible staff structure
• No office premises included with the sale
• The firm enjoys very high client retention
• Long terms client relationships enjoyed with a broad range of client ages
• Asset sale

For more information please call 01765 698 699 and quote the reference number 30075