South West based practice for sale - turnover circa £900,000

Current turn over circa: £900,000

Offers over: £1,080,000

Established: 20 to 25 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Additional Notes:

My client is a well-established practice entering the market with the goal of finding a friendly, forward-thinking firm that will prioritise staff welfare and expand service offerings.

The client base is high quality, with a strong proportion of limited companies and average fees exceeding £2,000 - reflecting both client loyalty and service value.

The vendor is keen to remain involved post-sale, focusing on client relationships and business development, providing excellent continuity and supporting strong client retention.

The team is well-structured, experienced, and highly regarded by clients. All staff will remain in place, ensuring a seamless transition.

Significant scope exists to upsell value-added services, including audits, succession planning, advanced tax advisory, and more.

Buyer Requirements:
- Must maintain a local presence
- Must allow the current owner to stay on
- Turnover £1,500,000+
- Proof of cash/funds

For more information please call 01765 698 699 and quote the reference number 31789 ask for Abi Barker