Current turn over circa: £1,350,000
Offers over: £1,350,000
Established: 25 to 30 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Locations: West Midlands
Additional Notes:
- My client comes to the market due to retirement with a view to finding a professional and friendly firm to look after current client relationships
- This firm boasts a strong portfolio base made up of roughly 400 clients of which over 50% are limited companies with an average fee north of £3,000
- The top three clients bring in fees of over £120,000 demonstrating the quality of the portfolio and the further potential for growth
- My client is happy to stay on for a warm handover period to ensure a smooth transition for both staff and clients helping to ensure as much retention as possible
- This practice benefits from a well structured and highly qualified team who have strong relationships with all the clients and take pride in providing a tailored and personalised service which has contributed to consistent year on year growth
For more information please call 01765 698 699 and quote the reference number 30664 ask for Lauren Burnham
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