Retiring Accountant - Accountancy Practices Buyers South West and Wales - Page 6

Accountancy Practices Buyers South West

Page 6 of 12

Up front budget: £200,000

Current turn over circa: £200,000

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

Established since: 2006

Locations: Berkshire

Additional Notes:
- Chartered practice
- Highly skilled acquirer looking to expand its client portfolio across Berkshire
- Open to blocks of fees or an established practice
- Staff retention of strong interest
- Retention of trading premises of interest
- This cloud based, paperless practice provides a tailored service proposition with face to face client meetings in its offices or on client premises
- The firm also makes excellent use of Xero and Receiptbank providing remote, email/phone service as per clients needs
- The practice is led by a highly trained corporate and personal tax specialist with many years of general practice and previous extensive industry background

Enjoying long term client relationships and very high client retention this is a client focused practice with a flexible mindset to acquisition and is focused on making the acquisition as successful as possible for all parties

For more information please call 01765 698 699 and quote the reference number 178172

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Up front budget: £100,000

Current turn over circa: £100,000

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

Established since: 2017

Locations: Gloucestershire

Additional Notes:
- Chartered qualified
- Multi decade experience
- Very personable, approachable and highly knowledgeable acquirer
- Looking for practice in the Gloucestershire area
- Ideally with 2-3 staff
- Looking to retain premises, look and feel of the practice post sale
- Focused on a strong hand over and/or retained role of the current owner
- Great emphasis placed on making the acquisition successful for all parties
- Will maintain current service proposition and working software

This is an excellent opportunity for those with an eye on retirement or looking to relinquish the burden of ownership and reduce hours post sale.

This acquirer has a flexible mindset to making the acquisition work for the current owner, staff and clients and therefore delviering the highest level of success for all concerned.

For more information please call 01765 698 699 and quote the reference number 178153

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Up front budget: £100,000

Current turn over circa: £100,000

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

Established since: 2015

Locations: Cardiff

Additional Notes:
- CIMA qualified
- Cash available for acquisition
- Tailored client service proposition adapting to client preference for face to face, Zoom/Skype, Phone/Email
- Broad range of commercial client services including business planning, cash flow forecasting, profit extraction, management accounting and more
- Using Freeagent, Xero, Quickbooks, Kashflow, Tax soft, Iris to suit client needs
- Staff retention of strong interest
- Retention of Premises a consideration
- Experienced and knowledgeable firm looking after a range of clients from start ups and fast growing companies to small sole traders and large well established companies

This is a client focused acquirer looking to make a highly successful acquisition for all parties.

Looking for blocks of fees or practices within 1 hr travel of Cardiff

For more information please call 01765 698 699 and quote the reference number 176475

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Up front budget: £175,000

Current turn over circa: £100,000

Cash offer: Up to 1.2 x GRF for the right opportunity

Established since: 2010

Locations: Gloucestershire

Additional Notes:
- Chartered Certified
- Looking to acquire from £150,000 upwards
- Cash available now for acquisition
- Focus is on businesses with good staff and infrastructure is a priority
- Highly skilled with commercial clients
- This acquirer is looking to maintain the existing look and feel of the acquired business post sale
- Staff retention is a high priority
- Retention of premises is a priority
- Flexible approach to owner succession with a keen focus on a seamless transition for clients and staff
- Business with strong monthly cash flow of great interest

This is a successful acquirer who is looking to retain staff, systems, premises and the overall look and feel of the acquired business for maximum success for all parties

Opportunities across Gloucestershire of keen interest

For more information please call 01765 698 699 and quote the reference number 178031

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Up front budget: £300,000

Current turn over circa: £500,000

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

Established since: 2016

Locations: Bristol

Additional Notes:
- Chartered and Chartered Tax Adviser practice
- Combined 50 years Industry, Tax, HMRC and general practice experience
- Cash available and ready for acquisition
- Cloud based specialist using Xero and Freeagent
- Looking to acquire practices with good staff and good organisational structure
- A premium offer would be made for an online service proposition business
- Providing a highly knowledgeable and experienced remote/non face to face client service proposition
- Extremely high client retention
- Long client relationships
- Fixed fees for client certainty
- Staff retention of strong interest
- Premises strongly considered

This is an incredibly experienced, knowledgeable and yet personable practice who are extremely client focused.

Opportunites across the Bristol, Somerset, Wiltshire and Gloucester areas of strong interest

For more information please call 01765 698 699 and quote the reference number 178130

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Up front budget: £50,000

Current turn over circa: £200,000

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

Established since:

Locations: Bristol

Additional Notes:
- Chartered Certified and AAT qualified
- Very popular family firm providing accountancy services to sole traders and small businesses in a highly personalised and accessible way
- The firm has made an excellent use of software to promote efficiencies, which enables them to provide a highly accessible service to clients
- Clients enjoy fixed, all encompassing monthly fees
- A range of software products including Quickbooks, Xero, Kashflow, Freeagent
- Regular client contact and reminders for production of information for year end trading computation, VAT submissions and other helpful guidance
- Whilst clients enjoy excellent support by phone, email and software access, face to face meetings in a local, client convenient office are also provided
- Staff considered
- Premises of interest

This is a highly recommended and referred firm looking to acquire a block of fees or small practice to expand their searvice reach.

For more information please call 01765 698 699 and quote the reference number 178089

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Up front budget: £100,000

Current turn over circa: £250,000

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

Established since: 2011

Locations: Dorset

Additional Notes:
- Highly experienced practice led by a practitioner with approaching 30 years experience
- This firm is focused on adding value to client relationships and deploying a highly knowledgeable, experienced and advisory service to commercial clients
- Cash available now for acquisition
- Highly successful leadership with very strong client retention
- Highly referred practice from very happy clients and professionals
- Tailored client service focused on client needs and requirements
- A premium offer will be available to practices in the North Bournemouth and 20 miles surrounding area
- This is a General practice with a broad spectrum of clients and particularly specialised and highly experienced for business clients.
- Client fees tailored to client service requirements
- Largely using Digita
- 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 178100

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Up front budget: £25,000

Current turn over circa: £75,000

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

Established since: 2010

Locations: Dorset

Additional Notes:
- Qualified firm with specialism in Tax
- Experienced Acquirer with excellent client retention rates
- Cash available for acquisition
- Highly knowledgeable practitioner
- Providing a wide array of accountancy services for personal and corporate clients
- Highly experienced in tax advice providing IHT, CGT, Trust and Estate planning, corporate and personal tax services
- Stat accounting, VAT, book keeping, Management accounting, Payroll, CIS and more
- Very flexible, approachable and friendly firm
- Xero software but happy to use any to suit clients

This is a highly personable firm with a flexible, client focused mindset.

Looking for acqusition opportunities between Exeter and Plymouth.

For more information please call 01765 698 699 and quote the reference number 178039

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Up front budget: £75,000

Current turn over circa: £2,000,000

Cash offer: To 1.3x GRF

Established since: 1990

Locations: Somerset

Additional Notes:

With 3 offices across Somerset my client is looking to acquire small fee blocks to augment to their existing offices.

Established for over 20 years and supported by a qualified team the partners enjoy close working relationships with their portfolios and offer advice to Sole Traders, SME's and private individuals on all areas of accounts and tax planning

For more information please call 01765 698 699 and quote the reference number 177952

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Up front budget: £40,000

Current turn over circa: £300,000

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

Established since: 2016

Locations: Oxfordshire

Additional Notes:
- Highly popular, thriving practice
- Chartered, Chartered Certified and AAT qualifications at the firm
- Providing a full range of accounting, taxation and business advisory services
- Focused on client needs and forming excellent, very strong client relationships
- Highly referred business
- Very high client retention rates
- Broad spectrum of clients from simple tax returns to complex corporate client services
- Staff retention a possibility
- Premises a possibility
- Looking to acquire blocks of fees

This is an excellent opportunity to sell your business to a very personable, highly skilled, professional firm who put clients and relationships at the heart of their business.

For more information please call 01765 698 699 and quote the reference number 178037

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Up front budget: £500,000

Current turn over circa: £0

Cash offer: Up to 1.5 x for the right opportunity

Established since: 2020

Locations: Gloucester

Additional Notes:
- Highly experienced, well capitalised accountant
- Very strong industry background and high level leadership skills
- Experienced CFO with £40 million turnover companies
- Cash available for acquisition
- Looking to acquire an existing practice with a good staff infrastructure
- Focused on retaining the look, feel and existing service proposition before making any commercially beneficial enhancements to the acquired business
- Focused on driving a positive client focused culture and investing in existing staff
- Looking to retain the existing office premises
- High level corporate consultancy knowledge and experience
- Extended handover / post sale role for the seller of keen interest
- Premium price paid for firms with strong corporate client portfolios


This is a highly skilled individual with a flexible and commercially focused mindset to making the deal work for all parties

For more information please call 01765 698 699 and quote the reference number 178044

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Up front budget: £300,000

Current turn over circa: £500,000

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

Established since: 2015

Locations: Dorset

Additional Notes:
- Chartered and Chartered Tax Adviser practice
- Combined 50 years Industry, Tax, HMRC and general practice experience
- Cash available for acquisition
- Specialist Xero and Freeagent cloud based practice
- Providing a highly knowledgeable and experienced remote/non face to face client service proposition
- Extremely high client retention
- Long client relationships
- Fixed fees for client certainty

This is a very personable, knowledgeable , responsive and client focused acquirer looking for portable or remote service acquisition opportunities.

Looking for opportunities remote service opportunities across Dorset, Hampshire, Wiltshire areas



For more information please call 01765 698 699 and quote the reference number 178002

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Up front budget: £100,000

Current turn over circa: £150,000

Cash offer: To 1.2x GRF

Established since: 2005

Locations: Bristol

Locations: Bristol

Additional Notes: My client, an established Chartered Practitioner and experienced acquirer is looking to acquire a block of fees or practice as part of their continued growth plans and is looking for opportunities in and around the areas of Bristol and Bath.

This sole practitioner has excellent experience of meeting the needs of a varied mix of clients including limited companies, partnerships, sole traders and personal tax clients and provides a friendly, approachable yet professional, hands on service, taking great pride in spending time with clients personally on a face to face basis wherever possible.

Having provided a holistic experience throughout his accountancy career working with various high level firms such as Rolls-Royce and BAE there has been a strong focus on building excellent and reliable relationships with clients.

Catering to many sole traders combined with experience of servicing clients of up to 3 mil GBP T/O there is very little that this practitioner is not comfortable with and focuses on the client need and people behind the numbers.

With a focus on helping clients in a traditional face to face service proposition the firm also makes good use of technology for client benefit and tailors services to individual client needs.

About the acquirer:
• Approaching 20 years’ experience
• Will pay up to 1.5x GRF for the right business
• High client retention and 98% client retention from a previous acquisition
• Long standing client relationships
A premium offer will be available to practices offering;
Locations:
In and around the areas of Bristol and Bath.

Turnover (GBP):
From £30,000 to £100,000

Client Base & Service:
General practice and wide range of services and knowledge

Premises:
Consideration

Practice System:
VT and experienced in various

Staff:
Consideration

Purchase Method:
Will pay up to 1.5x recurring fees for the right business with a deposit of 50% with completion in 1 year for the right acquisition.

For more information please call 01765 698 699 and quote the reference number 177267

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Up front budget: £100,000

Current turn over circa: £500,000

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

Established since: 1990

Locations: Berkshire

Additional Notes:
- Long established Chartered Certified practice
- Experienced and successful acquirer
- Flexible mindset to acquisition
- Highly client focused business with a tailored client service proposition
- Very high client retention rates
- Excellent double digit organic growth year on year
- Long term client relationships
- A general practice providing full tax, stat accountancy, book keeping, Management accounts, outsourced FD services, VAT, Payroll and more
- Long serving staff providing testament to this high quality, people focused firm
- A fully modernised practice with the benefit of decades of experience and knowledge

This is a high quality firm who put people at the heart of everything they do.

For more information please call 01765 698 699 and quote the reference number 177983

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Up front budget: £80,000

Current turn over circa: £200,000

Cash offer: Up to 1.6 x GRF for the right business

Established since: 2013

Locations: Dorset

Additional Notes:
- Highly experienced practice led by a practitioner with 25 plus years experience
The firm his highly skilled and focused on adding value to client relationships
- Very good client retention with close client relationships
- Will pay up to 1.6x GRF for the right acquisition
- Highly referred firm from very happy clients and professionals
- Tailored client service focused on client needs and requirements
- General practice and broad spectrum of clients
- Specialist experience in business services
- Staff fully considered

Interested in the Bournemouth and 30 miles surrounding area

For more information please call 01765 698 699 and quote the reference number 177970

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Up front budget: £250,000

Current turn over circa: £1,000,000

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

Established since: 2002

Locations: Dorset

Additional Notes:
- Chartered firm
- General practice looking after personal tax and providing specialist owner managed business/limited company services and expertise
- Highly skilled, personable, partner led service
- Focused on personal service
- Very high client retention rates
- Double decade client relationships
- Auditors
- Excellent organic growth from a high level of referrals
- Using CCH, Xero, Quickbooks, Sage
- Focused on people development and retaining talented staff
- Premises considered
- Staff retention fully considered

Interested in opportunities across Dorset, Yeovil, Poole, Bournemouth and surrounding areas

For more information please call 01765 698 699 and quote the reference number 177968

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Up front budget: £500,000

Current turn over circa: £5,000,000

Cash offer: Up to 1.2 x GRF for the right business

Established since: 2000

Locations: Bristol

Additional Notes:
- Long established, highly successful business
- Experienced acquirer
- Looking to acquire good quality corporate GRF clients
- Extensive range of services to expertly cater to corporate client needs
- Cash ready for acquisition
- Audit, accounting, tax and advisory services
- Highly client focused
- High client retention
- Excellent growth year on year
- Full integration of software and cloud based services providing real time information to clients and deliver more value adding, advisory time for client benefit

This is a high quality firm who provide the highest level of skill, care and professionalism to client relationships.

For more information please call 01765 698 699 and quote the reference number 177956

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Up front budget: £75,000

Current turn over circa: £100,000

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

Established since: 2017

Locations: Carmarthenshire

Additional Notes:
- Chartered practice
- Experienced acquirer
- Cash available for acquisition
- Highly experienced sole practitioner with extensive industry experience with multi million pound firms, along with approaching a decade general practice experience
- Excellent client retention due to a friendly, professional and highly accessible service
- Long standing client relationships of over two decades
- Full stat accountancy and advisory services

For more information please call 01765 698 699 and quote the reference number 177965

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Up front budget: £50,000

Current turn over circa: £2,000,000

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

Established since: 2005

Locations: Bristol

Additional Notes:
- Chartered accountants
- Cash already in place for acquisition
- Interested in blocks of fees and/or segmented client base who would benefit from a highly personable low cost, hassle-free accountancy solution
- An excellent opportunity to sell/outsource to a well established, highly efficient and award winning firm
- This buyer provides an excellent option for straight forward remote serviced clients or the opportunity for owners to offer low value clients an alternative option, enabling owners to redeploy their time to more profitable relationships and activities
- This firm has a flexible business mindset and is interested in acquisition and/or the development of a symbiotic, collaborative relationship in which they deliver their specialist service to ordinarily low profit making clients for traditional firms, helping firms improve their own efficiency, and, focus their resources on higher profit making clients and relationships
- This remote service specialist uses the latest, more accurate than human, technology, combined with a very friendly human touch to deliver a new age of accountancy
- Very high client satisfaction rates
- An incredibly efficient, award winning service proposition
- Micro business specialists
- Providing a range of services including book keeping, management accounting, VAT, Stat accounts, Payroll and annual returns

This is an excellent opportunity to sell a fee block or bottom slice your business to improve overall business recovery rates.

For more information please call 01765 698 699 and quote the reference number 177947

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Up front budget: £60,000

Current turn over circa: £200,000

Cash offer: Up to 1.2 x GRF for the right business

Established since: 2010

Locations: Devon

Additional Notes:
- Highly popular firm enjoying excellent organic growth from strong client referrals
- Providing a wide array of accountancy services including company formation, VAT, payroll, Book keeping, business forecasting and more
- Servicing SME's, Limited companies, Sole traders, Personal Tax
- Tailored service proposition to client needs and requirements
- Professional and friendly service

For more information please call 01765 698 699 and quote the reference number 177942

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