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

Accountancy Practices Buyers South West

Page 5 of 12

Up front budget: £300,000

Current turn over circa: £400,000

Cash offer: Up to 1.35 x GRF for the right opportunity

Established since: 2014

Locations: Portsmouth

Additional Notes:
- This is a Retiring Accountant "Elite Buyers Guild Acquirer" which means they have the cash available, excellent experience, and the resources to move forward with an acquisition right now
- A highly knowledgeable and skilled accountancy and business advisory firm
- A Chartered practice, with "top 4" trained leadership and repeated success with a further two top 10 firms
- With a wealth of industry and general practice experience this firm provides a tailored face to face service for clients
- Cloud based services provide clients with real time access to information and builds efficiencies into the practice to enable more value added time with clients
- The firm boasts a highly qualified, competent and well-structured accountancy team ensuring a very efficient work flow and high service standards
- The firm is very interested in acquiring blocks of fees or a practice in the Portsmouth, Southampton and surrounding areas
- Staff retention of interest
- Premises a consideration
- Strong organic growth
- High client retention and long term client relationships

This acquirer provides a holistic approach to helping clients get to the next level with their business with provision of training. personalised goal setting and meaningful information to help clients achieve their goals

For more information please call 01765 698 699 and quote the reference number 178331

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Up front budget: £200,000

Current turn over circa: £1,000,000

Cash offer: Up to 1.3 x GRF for the right opportunity

Established since: 1990

Locations: Taunton

Additional Notes:
- This is a Retiring Accountant "Elite Buyers Guild Acquirer" which means they have the cash available, excellent experience, and resources to move forward with an acquisition right now
- Chartered Certified Practice
- Established for over 10 years
- Experienced acquirer with previous highly successful acquisitions
- Ideally looking for a block of fees up to £100,000 or small practice to acquire as part of their growth plans
- Looking for opportunities in Taunton and 15 miles surrounding area
- This is a highly experienced practice who pride themselves on catering for all clients from personal tax and small sole traders up to large limited companies with turnovers of several million.
- With very high service standards, same day client call backs and a highly client focused service proposition this firm enjoys high levels of growth through word of mouth and client referrals.
- Very high over 97% client retention
- Client relationships since business inception
- Staff retention a consideration
- High regard for face to face service but equally adept at providing a remote service using the latest software should clients prefer

This highly skilled firm have a flexible mindset to making acquisitions work and combine a blend of knowledge, experience and attention to detail to provide full peace of mind to accountancy business sellers

For more information please call 01765 698 699 and quote the reference number 178377

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Up front budget: £50,000

Current turn over circa: £500,000

Cash offer: Up to 1.3 x GRF for the right acquisition

Established since: 1988

Locations: Oxford

Additional Notes:
- Established for over 30 years
- This practice has a keen focusing on spending more time with clients to help them to be more successful
- Priding themselves on excellent customer service the practice makes great use of technology to streamline the compliance side of the business to free up the time for more interesting, goal focused and rewarding time with clients
- This acquirer has cash available for acquisition and are looking for owner managed business clients who buy into the concept of using online software to save time and focus more on advisory and success focused discussion
- Serviced tailored to client needs and requirements
- Staff retention of strong interest with the acquisition
- Premises a consideration
- This acquirer has very high client retention rates and has maintained strong, loyal client relationships of over 30 years

This is a professional, approachable and highly knowledgeable and skilled firm looking for acquisition opportunities across Oxfordshire

For more information please call 01765 698 699 and quote the reference number 178361

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Up front budget: £150,000

Current turn over circa: £50,000

Cash offer: Up to 1.4 x GRF for the right opportunity

Established since: 2020

Locations: Bristol

Additional Notes:
- Newly established Chartered Certified business
- This firm has been founded by principals who have many years experience in small and large practices regionally, in addition to high level experience in the "top ten" accountancy firms
- Cash available for acquisition right now
- This buyer is looking for a turn key operation to continue, and expand where possible, the work undertaken by the current owner
- Staff retention of strong interest
- Premises of strong interest
- Blocks of fees are also of interest

This is an opportunity for highly experienced accountants to step into and retain the existing look, feel and customer experience of the retiring owner's business.

This acquirer has a flexible mindset to making the transition and acquisition work for all parties with a focus on stability and client retention at the core.


For more information please call 01765 698 699 and quote the reference number 178349

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Up front budget: £100,000

Current turn over circa: £400,000

Cash offer: Up to 1.4 x GRF for the right business

Established since: 2012

Locations: Carmarthenshire

Additional Notes:
- Chartered Practice
- Chartered Tax Advisers
- Cash available for Acquisition
- Very client focused, partner led business
- Providing a wide range of accountancy tax and business advisory services
- Very high client retention rate
- Long established business
- Multi decade client relationships
- Looking for acquisition opportunities across Pembrokeshire
- Excellent use of software and technology but happy to integrate systems into the acquired business
- Tailored client service proposition with a mix of face to face and remote service based on client needs and preferences
- Staff and existing owner retention of strong interest
- Retention of current premises of interest

For more information please call 01765 698 699 and quote the reference number 177398

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Up front budget: £50

Current turn over circa: £300,000

Cash offer: Up to 1.5 x GRF for the right opportunity

Established since: 2013

Locations: Dorset

Additional Notes:
- This is Retiring Accountant "Elite Buyers Guild acquirer" which means they have the cash available, long industry experience, and capacity to move forward with an acquisition right now
- A highly experienced practice led by multi decade experienced leadership
- The firm is focused on adding value to client relationships and provides a highly knowledgeable and experienced advisory service to commercial and personal clients
- Very strong client retention
- Highly referred practice from clients and service professionals
- The firm provides a tailored client service focused on client needs and requirements
- Keenly interested in acquisitions to the North of Bournemouth and 20 miles surrounding area
- A General practice with a broad spectrum of clients and particularly specialised and highly experienced with business clients
- Retention of staff fully considered

This acquirer is focused on a seamless and highly effective client transition for the greatest success for all parties

For more information please call 01765 698 699 and quote the reference number 178340

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Up front budget: £50,000

Current turn over circa: £300,000

Cash offer: Up to 1.4 x GRF for the right opportunity

Established since: 2016

Locations: Bristol

Additional Notes:
- Chartered Certified Practice
- Former Top 4 management leadership
- Award winning practice
- Highly rated across several review sites
- General practice with specialist corporate client services
- Dealing with all matters of accountancy and tax, including advisory, landlord tax, cloud accounting, business startup, business growth and specifically supporting owner-managed businesses
-Excellent use of software and tech to help clients save time and provide for more added value and advisory relationships
- 99% client retention rates
- Highly recommended firm

Looking for acquisition opportunities in the Bristol area

For more information please call 01765 698 699 and quote the reference number 178308

REQUEST INFORMATION

Up front budget: £300,000

Current turn over circa: £2,000,000

Cash offer: Up to 1.5 x GRF for the right opportunity

Established since: 2009

Locations: Bristol

Additional Notes:
- Highly skilled Chartered and Chartered Tax Adviser Practice
- Experienced, successful acquirer
- Cash available for acquisition as part of expansion plans
- Highly knowledgeable, approachable client focused firm with skilled and experienced leadership team
- Providing a wide range of commercial and personal tax and accounting services
- R&D specialism
- Well structured and highly competent and efficient staff structure delivering high service standards
- Long term client relationships over 20 years
- Very high client retention
- Xero, receipt bank but happy to work with software in situ
- Staff retention of strong interest
- Retention of existing premises of strong interest

Looking for opportunities in Bristol and surrounding area.

High quality acquirer with cash in place to move quickly.

With a flexible mindset to making the acquisition as successful as possible, this acquirer has the experience and skill to provide full peace of mind for the current owner and crystallise the full value of the business.

For more information please call 01765 698 699 and quote the reference number 178275

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Up front budget: £150,000

Current turn over circa: £500,000

Cash offer: Up to 1.4 x GRF for the right opportunity

Established since: 2009

Locations: Cardiff

Additional Notes:
- Retiring Accountant Buyers Guild Acquirer
- Experienced acquirer
- Cash available for further Acquisition
- Established and skilled firm

- Chartered Certified Practice
- Highly popular and personable firm who has grown well through organic growth and client referrals
- Very high client retention
- Long standing clients
- Long serving well trained staff structure
- General practice and able to meet a wide range of accounting, advisory and tax needs
- Particularly adept with commercial clients with 70% of the existing portfolio being limited companies
- Retention of staff fully considered and of strong interest
- Retention of existing business premises fully considered and of interest
- Service proposition tailored to client need and preference
- Full use of cloud based software including Xero, Sage, Tax Calc, Sage services

This is a highly personable, professional and successful firm who pride themselves on providing a 1st class client service.

Serious about acquisition and actively looking for opportunities of client fee blocks or practices from Cardiff to Abergavenny and surrounding areas.

For more information please call 01765 698 699 and quote the reference number 178297

REQUEST INFORMATION

Up front budget: £150,000

Current turn over circa: £500,000

Cash offer: Up to 1.4 x GRF for the right opportunity

Established since: 2011

Locations: Bristol

Additional Notes:
- Retiring Accountant Buyers Guild Acquirer
- Experienced acquirer
- Cash available for further Acquisition
- Established and skilled firm

- Chartered Certified Practice
- Highly popular and personable firm who has grown well through organic growth and client referrals
- Very high client retention
- Long standing clients
- Long serving well trained staff structure
- General practice and able to meet a wide range of accounting, advisory and tax needs
- Particularly adept with commercial clients with 70% of the existing portfolio being limited companies
- Retention of staff fully considered and of strong interest
- Retention of existing business premises fully considered and of interest
- Service proposition tailored to client need and preference
- Full use of cloud based software including Xero, Sage, Tax Calc, Sage services

This is a highly personable, professional and successful firm who pride themselves on providing a 1st class client service.

Serious about acquisition and actively looking for opportunities of client fee blocks or practices in the Bristol area.


For more information please call 01765 698 699 and quote the reference number 178296

REQUEST INFORMATION

Up front budget: £100,000

Current turn over circa: £300,000

Cash offer: Up to 1.35 x GRF for the right opportunity

Established since:

Additional Notes:
- Chartered practice established for over 10 years
- Chartered Tax adviser
- Experienced in acquisition
- Interested in acquiring a block of fees or practice on flexible terms and is prepared to pay a premium price for the right business
- A general practice with specialist corporate client services
- The practice provides stat accounting, payroll, VAT, book keeping, business forecasting, virtual FD, and other value adding services
- This fully proactive firm prides itself on an exemplary client experience and a high degree of skill
- The service proposition is tailored to client needs and preferences
- Very high client retention rate of over 98% with excellent feedback from existing clients
- Using Xero and various cloud based software
-Retention of staff full considered

With an outstanding level of knowledge, skill and infrastructure the firm is looking to deliver its friendly, professional and highly recommended services to more clients in the Plymouth areas

If you are looking for a highly competent, friendly and skilled firm to look after your clients and provide you with complete peace of mind, contact to arrange a no obligation and confidential discussion.

For more information please call 01765 698 699 and quote the reference number 178295

REQUEST INFORMATION

Up front budget: £200,000

Current turn over circa: £1,000,000

Cash offer: Up to 1.35 x GRF for the right opportunity

Established since: 1995

Locations: Berkshire

Additional Notes:
- Chartered Certified Practice established for over 10 years
- Highly successful firm with cash reserves ready for acquisition
- General practice and Auditors with a range of specialisms, skill and knowledge
- Highly referred firm from very happy clients
- Enjoying double digit growth year on year
- Long serving staff and client relationships of over 20 years providing testimony to how the firm looks after clients and staff
- Keenly interested in acquisitions in the Reading and close surrounding area
- Staff retention fully considered
- Retention of existing business premises a consideration
- Using Sage, Tax calc, Quickbooks, Xero, Moneysoft

This is a professional, friendly and highly recommended firm who provide an excellent level of service and are fully committed to making the acquisition successful for all parties.

For more information please call 01765 698 699 and quote the reference number 178255

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Up front budget: £40,000

Current turn over circa: £200,000

Cash offer: Up to 1.35x GRF for the right opportunity

Established since: 1980

Locations: Berkshire

Additional Notes:
- Practice led by a highly experienced and knowledgeable practitioner
- Highly competitive and client focused firm
- Providing the full range of general practice accountancy services
- Focused on meeting client needs, the firm deploys many years of knowledge and skill for highly successful client relationships
- Service is tailored to client needs and requirements with both face to face and remote servicing available
- This acquirer is looking to acquire blocks of fees or a small practice in and around Reading, Slough, Bracknell
- The firm has a flexible mindset to making the acquisition work for all parties and will take every step to ensure the highest level of client retention

For more information please call 01765 698 699 and quote the reference number 178259

REQUEST INFORMATION

Up front budget: £200,000

Current turn over circa: £300,000

Cash offer: up to 1.4 x GRF for the right opportunity

Established since: 2010

Locations: Dorset

Additional Notes:
- Chartered practice
- Experienced and highly successfully acquirer
- Highly knowledgeable leadership
- With offices in Dorset and Hampshire this firm is looking to acquire a practice or block of fees on flexible terms and is prepared to pay a premium price for the right business
- Keenly interested in opportunities across North/East Dorset, Southampton or South Wiltshire
- The firm prides itself on making things as easy as possible for clients, believing strongly in personal contact, continuity of contact and building trusted relationships with clients
- The firm is passionate about helping clients run their business and making clients as successful as possible
- General practice and SMEs specialist
- Highly conversant with IT and software systems, the firm uses Xero, Sage and Quickbooks, blending the best of a modern accountancy firm with many years’ multi role experience to provide efficiency and consistency in high level service
- Providing a wide range of services this firm provides all the usual Annual Returns & Accounts, Payroll, VAT Returns, Tax Compliance/Planning, Forecasting, outsourced Finance Director Services - Short Long/ Term Budgeting, Key Performance Indicators analysis, Business Performance Review and a range of Non-Executive Director Support including Policy Making, planning and more.

If you are considering an exit from the industry and want a highly recommended, vastly experienced, client focused and personable firm to look after your clients call to discuss potential exit strategies in the strictest of confidence.

For more information please call 01765 698 699 and quote the reference number 178261

REQUEST INFORMATION

Up front budget: £100,000

Current turn over circa: £500,000

Cash offer: Up to 1.35 x GRF for the right opportunity

Established since: 2003

Locations: Reading

Additional Notes:
- Highly skilled and knowledgeable firm established for over 10 years
- Experienced Acquirer
- Cash available for Acquisition
- This general practice is a Small business and tax specialist
- Offering both face to face and cloud based, virtual solutions to clients in Reading and across Berkshire
- Looking to acquire fee blocks or a small practice
- Highly professional, friendly and knowledgeable practice who will provide full peace of mind that your clients will be looked after
- The acquirer has a flexible mindset to acquisition focused on making a great success of an acquisition for all parties

For more information please call 01765 698 699 and quote the reference number 178249

REQUEST INFORMATION

Up front budget: £75,000

Current turn over circa: £300,000

Cash offer: Up to 1.4 x GRF for the righ opportunity

Established since: 2000

Locations: Gloucestershire

Additional Notes:
- Long established successful practice
- Experienced acquirer
- Cash available and ready for acquisition
- This highly personable, friendly and professional firm is looking for blocks of fees or small practices in the Gloucester and surrounding area
- General practice portfolios and/or SME's of interest
- This firm provides a wide range of accountancy services along with specialist personal tax planning services
- Client service delivery is tailored to client needs and requirements with face to face meetings at client premises or in their offices, or remote servicing if the client prefers
- The practice makes excellent use of IRIS, Xero, Quickbooks and Sage software
- Fixed fees are operated for client peace of mind
- The firm enjoys excellent client retention rates and has client relationships which have lasted for over 20 years
- Highly skilled, long serving staff provide further testament to the strength of the firms investment into client and employee relationships

This acquirer has a flexible approach to acquisition and is focused on making the acquisition as successful as possible for all parties.

If you are looking for a client focused and highly competent practice to provide full peace of mind post sale, do not hesitate to get in touch

For more information please call 01765 698 699 and quote the reference number 178245

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Up front budget: £20,000

Current turn over circa: £50,000

Cash offer: Up to 1.3 x GRF for the right business

Established since: 2018

Locations: Bristol

Additional Notes:
- Chartered Certified Practice
- Looking to grow by acquiring small blocks of fees
- Audit licensed
- Focused on working with clients to meet their accountancy and taxation obligations
- Very client need focused
- Excellent experience
- Hands on, direct sole practioner service to clients

For more information please call 01765 698 699 and quote the reference number 178196

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Up front budget: £50,000

Current turn over circa: £100,000

Cash offer: Up to 1.4 x GRF for the right opportnuity

Established since: 2015

Locations: Wiltshire

Additional Notes:
- Qualified accountancy practice and tax consultants
- Looking to acquire blocks of fees in the Bath area
- Cash ready and available for acquisition
- Full suite of accountancy services for personal client and small companies
- Several decades knowledge and experience
- Very client friendly and personable firm
- Excellent client retention
- Using Sage but flexible to the acquired practice software
- Focused on a seamless transition post acquisition
- Flexible mindset and approach to making the acquisition as successful as possible

For more information please call 01765 698 699 and quote the reference number 178234

REQUEST INFORMATION

Up front budget: £50,000

Current turn over circa: £200,000

Cash offer: Up to 1.4 x GRF for the right opportnuity

Established since: 2006

Locations: Bristol

Additional Notes:
- Experienced Chartered management firm
- General practice with specialist services catering to small limited companies and partnerships
- The firm prides itself on its customer service and has a very high client retention rate
- Cloud based using Sage, Xero, Quickbooks
- Providing bookkeeping, payroll, VAT, annual accounts, corporation tax and personal tax
- Service tailored to the clients needs and requirements - face to face or phone/email and cloud based systems for real time information
- Flexible mindset to acquisition to ensure the highest level of success for all parties

For more information please call 01765 698 699 and quote the reference number 178204

REQUEST INFORMATION

Up front budget: £100,000

Current turn over circa: £450,000

Cash offer: Will pay up to 1.5x GRF for the right acquisition

Established since: 2012

Locations: Dorset

Additional Notes:
- Chartered certified practice
- Highly successful previous acquisition with 100% client retention
- Cash available for acquisition
- Very experienced and highly skilled partners focused on adding value to client relationships
- Excellent client retention
- Highly referred firm from very happy clients and professionals
- Partner led client service proposition
- Tailored client service focused on client needs and requirements
- This acquirer is focused on ensuring minimal disruption through the transition and building on the strengths of the current owner

Looking for opportunities in the Bournemouth and 20 miles surrounding area

- General practice with a broad spectrum of clients
- Specialist experience in business services such as strategic planning, cash flow management, business planning and more
- Using Sage , Xero, Quick books, Tax calc,
- Staff retention fully considered

This highly successful and very personable firm offers flexibility and will pay up to 1.5x recurring fees for the right business and will pay with a competitive deposit with completion within 2 years for a straight for sale.

For more information please call 01765 698 699 and quote the reference number 178203

REQUEST INFORMATION
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