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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