Retiring Accountant - Accountancy Practices Buyers South West and Wales - Page 7

Accountancy Practices Buyers South West

Page 7 of 12

Up front budget: £500,000

Current turn over circa: £5,000,000

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

Established since: 2047

Locations: Wiltshire

Additional Notes:
- Highly professional and skilled acquirer
- Continually expanding team of currently 25 professional accountants
- Providing outsourced FD,CFO and bookkeeping and accountancy,services
- Currently acting as the Financial department to a large US holding with approx 800 million in Assets
- Looking to acquire or merge with an existing practice
- Interested in everything that is or could be made portable, virtual, cloud-based, online or as a whole at least partly relocatable to a central processing hub.
- Potential to keep the existing office of the acquired company for staff and client retention purposes
- Focus is on front end client retention and working with the existing owner to identify outsource workflow and processing opportunities which will not adversely affect client retention and the quality of the business
- Looking for optimisation and synergy saving opportunities

For more information please call 01765 698 699 and quote the reference number 177880

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Up front budget: £500,000

Current turn over circa: £5,000,000

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

Established since: 2017

Locations: Somerset

Additional Notes:
- Highly professional and skilled acquirer
- Continually expanding team of currently 25 professional accountants
- Providing outsourced FD,CFO and bookkeeping and accountancy,services
- Currently acting as the Financial department to a large US holding with approx 800 million in Assets
- Looking to acquire or merge with an existing practice
- Interested in everything that is or could be made portable, virtual, cloud-based, online or as a whole at least partly relocatable to a central processing hub.
- Potential to keep the existing office of the acquired company for staff and client retention purposes
- Focus is on front end client retention and working with the existing owner to identify outsource workflow and processing opportunities which will not adversely affect client retention and the quality of the business
- Looking for optimisation and synergy saving opportunities

For more information please call 01765 698 699 and quote the reference number 177879

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Up front budget: £100,000

Current turn over circa: £100,000

Cash offer: To 1.25x GRF

Established since: 2014

Locations: Bristol

Additional Notes:

Focused on the SME market and top 4 trained, my client an ACCA qualified principal with experience of successful client novation is on the acquisition trail in 2020.

Fully versed on Quickbooks, Sage and Tax Calc your clients will enjoy a small company feel and partner led advice.

A fully tailored exit strategy is on offer for principals with a desire to stagger their succession and generous valuations on offer.

For more information please call 01765 698 699 and quote the reference number 177858

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Up front budget: £500,000

Current turn over circa: £5,000,000

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

Established since: 2017

Locations: Devon

Additional Notes:
- Highly professional and skilled acquirer
- Continually expanding team of currently 25 professional accountants
- Providing outsourced FD,CFO and bookkeeping and accountancy,services
- Currently acting as the Financial department to a large US holding with approx 800 million in Assets
- Looking to acquire or merge with an existing practice
- Interested in everything that is or could be made portable, virtual, cloud-based, online or as a whole at least partly relocatable to a central processing hub.
- Potential to keep the existing office of the acquired company for staff and client retention purposes
- Focus is on front end client retention and working with the existing owner to identify outsource workflow and processing opportunities which will not adversely affect client retention and the quality of the business
- Looking for optimisation and synergy saving opportunities

Very competitive offers and flexible terms available

For more information please call 01765 698 699 and quote the reference number 177840

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Up front budget: £500,000

Current turn over circa: £1,000,000

Cash offer: To 1.2x GRF

Established since: 2012

Locations: Somerset

Locations: Portishead and North Weston

Additional Notes:

Established acquirer with a demonstrable track record of success expanding their practice through acquisition, retaining staff and premises to create a multiple location practice.

A general practice with a focus on SME LTD companies across somerset requiring reasonable fees and personal service from qualified senior accountants.


For more information please call 01765 698 699 and quote the reference number 177843

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Up front budget: £175,000

Current turn over circa: £1,000,000

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

Established since: 2017

Locations: Swindon

Additional Notes:
- The firm boasts a highly experienced management team with over 25 years experience in tax consultancy and accountancy
- The practice enjoys long term client relationships of over 20 years and enjoys high client retention giving testimony to their high level of service and professionalism
- This experienced acquirer is looking for either a block of fees or practice to build on their excellent organic growth and increase the number of clients enjoying their successful service
- A well-structured Chartered and Certified qualified staff infrastructure, the firm is passionate about building strong client relationships
- Keenly client focused this well resourced and efficiently structured professional firm, has the skill, knowledge and infrastructure to provide a high level, attention to detail service ,to ensure highest level of client care and accuracy.
- Using Digita, Xero, Quickbooks, Kashflow

With a preference for face to face service complemented by the latest software and cloud based systems this firm is adaptable to client needs and the service they desire.




For more information please call 01765 698 699 and quote the reference number 177849

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Up front budget: £100,000

Current turn over circa: £400,000

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

Established since: 2003

Locations: Bristol

Additional Notes:
- Established practice of approaching 20 years
- Double digit organic growth
- Extensive General practice and industry experience
- Successful experienced acquirer
- Cash available for acquisition
- High client retention
- Looking for opportunities in the Bristol and Somerset areas

This is a highly skilled, personable and professional firm looking for acquisition opportunities

For more information please call 01765 698 699 and quote the reference number 176632

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Up front budget: £200,000

Current turn over circa: £3,000,000

Cash offer: Up to 1.35 x for the right business

Established since: 1990

Locations: Mid Glamorgan

Additional Notes:
- Chartered practice
- Long established firm
- Traditional values with comprehensive Cloud based services
- Highly knowledgeable and skilled
- Full range of accountancy services including tax, business advisory and audit
- Highly client focused
- Using a wide range of software including Xero, Quickbooks, Sage, Freeagent Kashflow, Receipt bank
- High client retention
- Very long standing client relationships

This is an excellent firm with skill, focus and future proofed systems to provide peace of mind to sellers looking for a great succession opportunity.

For more information please call 01765 698 699 and quote the reference number 177832

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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 business

Established since: 2009

Locations: Dorset

Additional Notes:
- Chartered practice
- Established for 10 years
- Providing accountancy, taxation, consultancy and corporate finance services to individuals, sole traders, partnerships and limited companies
- Consultancy services include strategic planning, management accounts and forecasting and M&A services
- Looking for blocks of fees or established practices across the Dorset area

For more information please call 01765 698 699 and quote the reference number 177813

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Up front budget: £300,000

Current turn over circa: £2,000,000

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

Established since: 2006

Locations: London

Additional Notes:
- Established for over 10 years
- General practice who specialize in contractors and SME's
- Highly adept multi partner firm
- Cloud based and paperless practice
- Looking to acquire and leverage efficiencies through technology to free up time to add value to client relationships
- Interested in fee books or an established practice
- Interested in establishing a regional hub with a practice acquisition outside London
- Happy to look at clients who would like to be on the cloud but are currently server or Excel based
- Happy to consider retention of the seller and staff post sale
- Using Xero, Free agent, Recipt bank, Kashflow
- Very high client retention
- Long standing clients relationships since inception
- Wide range of services provided including book keeping, management accounts, payroll, VAT, business planning/advisory and more

This is a highly personable firm delivering a high level service to a wide range of clients.

An excellent opportunity to have full peace of mind that your clients will be very well looked after post sale.

For more information please call 01765 698 699 and quote the reference number 176647

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Up front budget: £70,000

Current turn over circa: £200,000

Cash offer: Up ton 1.4 for the right business

Established since: 2014

Locations: Gloucestershire

Additional Notes:
- Established firm led by a sole practitioner with many years large, London based, practice experience
- Highly organised, efficient and professional Chartered Certified staff structure
- General practice with SME and Umbrella company specialisms
- Cloud driven practice using Xero, Tax Filer, Tax calc
- Fixed client fees and monthly billing
- Hard working, client focused work ethic
- Tailored service proposition

This is a highly personable, skilled and experienced acquirer looking for opportunities to acquire blocks of fees or practice in the Gloucestershire area

For more information please call 01765 698 699 and quote the reference number 177793

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Up front budget: £300,000

Current turn over circa: £20,000

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

Established since: 2018

Locations: Oxfordshire

Additional Notes:
- Chartered qualified
- Over 20 years top 4 experience
- Tax specialist
- Highly knowledgeable and experienced
- Experienced in Acquisition
- Looking to acquire an established, well structured and organised existing business in the Oxfordshire, Gloucestershire or North Wiltshire areas
- Cash available and ready for opportunities
- Highly personable professional who is focused on making a highly successful acquisition for all parties
- An opportunity to sell to a vastly experienced individual and gain peace of mind that clients and staff will be well looked after

For more information please call 01765 698 699 and quote the reference number 177804

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Up front budget: £200,000

Current turn over circa: £200,000

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

Established since: 2014

Locations: Devon

Additional Notes:
- Chartered qualified
- Highly personable leadership with over 20 years practice experience
- Significant FD experience
- General practice with SME specialism
- Experienced and highly adept to cater from start up to several million pound turnover businesses
- Very modern practice with excellent use of technology to provide real time information to clients and a tailored service proposition
- Long term client relationships
- Highly referred business
- Highly client focused business
- Cash available for acquisition
- Following significant experience and a senior role at a large firm in Wiltshire, this sole practitioner is looking to deploy many years of attained skill and knowledge across a larger client portfolio

For more information please call 01765 698 699 and quote the reference number 177726

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Up front budget: £100,000

Current turn over circa: £3,000,000

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

Established since: 1980

Locations: Wiltshire

Additional Notes:
- Chartered practice
- Long established business
- Experienced acquirer
- Full range of accountancy services including Audit, full compliance services, specialist business services, Independent Financial Advice
- General practice with a wide range of clients from individual tax returns and small limited companies to companies with multi million turnovers
- Focused on a high quality, tailored service proposition
- High client retention
- Long term client relationships providing testimony to high levels of client satisfaction

This is a high quality firm who provide a wealth of experience, knowledge and skill across the broadest range of client needs.


For more information please call 01765 698 699 and quote the reference number 177781

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Up front budget: £200,000

Current turn over circa: £300,000

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

Established since: 2009

Locations: Berkshire

Additional Notes:
- Chartered practice
- Well established business
- Highly experienced Top 4 leadership
- Cash ready for acquisition
- Highly client focused service proposition
- Strong client retention
- Highly knowledgeable and skilled team
- Flexible mindset regarding acquisition with a focus on a successful outcome which works for all concerned
- Approachable, friendly and highly skilled, professional firm
- Focused on added value to facilitate success for clients not just the compliance numbers

This is an excellent opportunity for those looking for a credible, knowledgeable and highly personable firm to look after clients and provide full peace of mind for your succession.

For more information please call 01765 698 699 and quote the reference number 177775

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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: 2014

Locations: Plymouth

Additional Notes:
- CIMA
- Cloud based
- Excellent use of modern software enabling clients to have access to key information
- Efficiently run practice affording value adding time with clients
- Services include Auto Enrolment,
Bookkeeping, Data Migration, Limited Company Accounts, Management Reporting, M&A Restructuring, Payroll
Self Assessment and Virtual Finance Director
- This firm prides itself on providing clients with a highly reactive service ensuring their needs are meet quickly and professionally
- The firm has a flexible mindset to acquisition and is focused on keeping the status quo post acquisition to ensure the highest level of client retention

For more information please call 01765 698 699 and quote the reference number 177754

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Up front budget: £300,000

Current turn over circa: £1,000,000

Cash offer: Up to 1.4 x for something special

Established since: 2003

Locations: Wiltshire

Additional Notes:
- Long established business
- Flexible approach to acquisition
- Looking across Bristol, Wiltshire and surrounding areas
- Highly successful in previous acquisitions
-Highly invested in cloud based accounting and remote servicing
- FCCA qualified staff
- Partner led practice providing a quality and personal service to clients
- Cash in place for acquisition

For more information please call 01765 698 699 and quote the reference number 177728

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Up front budget: £1,000,000

Current turn over circa: £400,000

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

Established since: 2016

Locations: Wiltshire

Additional Notes:
- Highly successful business advisory and value adding firm with CIMA and Chartered qualified accountants
- Looking for either a block of fees or practice as part of their ongoing growth plans and is looking for opportunities in and around the Bath and Bristol areas.
- Finance and backing in place
- A multi-skilled and experienced firm providing a vast array of business support, business advisory, commercial finance, outsourced FD, Management accounting, Bookkeeping, Payroll, Auto enrolment and accountancy and tax services.
- The practice provides a trusted and capable outsourced FD service for a number of companies the principal has overseen a number of acquisitions for clients in addition to facilitating franchise models and taking businesses to IPO.
- Client service is bespoke to client needs incorporating both face to face service in addition to the integration of the latest accountancy and forecasting technology to provide a competitive, value-added service
- Staff retention fully considered and anticipated
- Firm strengths are Business advisory, specialist business services, commercial Finance
- High client retention rates

This is an excellent opportunity for those looking for peace of mind for their succession

For more information please call 01765 698 699 and quote the reference number 176531

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Up front budget: £300,000

Current turn over circa: £4,000,000

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

Established since: 1960

Locations: Wiltshire

Additional Notes:
- Chartered practice with a long established history
- An experienced acquirer with cash available
- This firm takes great pride in providing the best possible service to clients combining experience gained over many years of trading along with evolved, adapted systems and excellent use of software/technology
- Very efficient and effectively managed firm delivering exacting service levels to meet client accountancy and wealth management needs
- Highly skilled team
- knowledge and experience to understand and deal with complex and intricate client needs
- An excellent investor into staff development, the practice feels its staff are a key reason for their success
- Excellent organic growth of typically 10-15% pa derived from incredibly high client retention and referral rates
-Always interested in quality, this acquirer is keenly interested in acquisition opportunities around Devizes, Chippenham, Corsham, Melksham and surrounding areas
- Staff retention of keen interest
- This is an excellent opportunity to sell to a highly successful firm who can cover a wide array of client needs across accountancy, business advisory, and Wealth Management services





For more information please call 01765 698 699 and quote the reference number 177692

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Up front budget: £100,000

Current turn over circa: £500,000

Cash offer: up to 1.35 x GRF for the right business

Established since: 2011

Locations: Hampshire

Additional Notes:
- Highly experienced practice with ACA, CIMA and AAT
- Experienced acquirer
- Very high double digit organic growth
-General practice with specialist business services and advisory
- Full range of accountancy services including book keeping, management accounting, Forecasting, Profit extraction, VAT, Payroll and more
- Outsourced Finance department services
- Specialist for Businesses, Pubs, and R&D tax clients
- Adept from start up to multi million turnovers
- Iris, Xero, Sage,
- Full consideration to existing staff
- ICAEW training firm
- High client retention
- Tailored service proposition to client needs and requirements

Looking for opportunities across Southampton, Portsmouth, Bournemouth, Salisbury and Reading post codes areas

For more information please call 01765 698 699 and quote the reference number 177678

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