North West London based practice with a mix of accountancy and wealth management clients for sale - combined turnover £120,000

Current turn over circa: £120,000

Offers over: £190,000

Established: 15 to 20 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Additional Notes:
An established sole practitioner is coming to the market seeking a professional and proactive firm to continue nurturing longstanding client relationships, giving you the opportunity to enhance your reputation locally while securing a stable and loyal fee base.

The portfolio is lean and well structured, with a strong weighting on the accountancy side towards limited companies and the top three clients averaging fees of £10,000 each, providing you with high-value, profitable assignments that can be smoothly integrated into your existing systems to enhance margins from day one.

Operating without staff, the practice benefits from minimal overheads, enabling you to absorb the fees into your current infrastructure and generate an attractive return on investment within a shorter timeframe than is typically achievable.

The principal is committed to providing a warm and supportive handover tailored to your preferences, helping to maximise client retention and ensure a confident and seamless transition for all parties involved.

On the wealth management side, nearly all client assets are held with one major provider, giving you a streamlined and efficient transition process post-completion and reducing administrative complexity as you integrate these relationships into your existing arrangements.

For more information please call 01765 698 699 and quote the reference number 30199 ask for Abi Barker