Current turn over circa: £150,000

Offers over: £180,000

Established: 15 to 20 years

Gross Recurring Revenue: 100-150k

Number of staff: 1 to 3

Additional Notes:
My client is a people-centric practice that prides itself on delivering a tailored, personal service. They are seeking a purchaser who shares these values and will continue nurturing existing relationships—giving you the benefit of a loyal, well-cared-for client base with long-term retention potential.

The client portfolio is primarily composed of limited companies and personal tax clients, with strong average fees. This reflects both the quality of the practice and the depth of relationships—offering you a high-value, low-churn acquisition that integrates smoothly into your existing operations.

The practice is already making effective use of cloud-based technology and streamlined systems, helping to simplify onboarding and allowing you to focus on growth rather than process changes—resulting in a faster, more efficient transition.

The outgoing principal is committed to a warm and supportive handover period, helping to build trust and continuity with clients and staff alike—maximising retention and ensuring you see full value from day one.

Depending on your location, this portfolio offers the flexibility to be merged into your existing office across the Surrey area—giving you the opportunity to unlock meaningful cost and efficiency synergies as part of your growth strategy.

Buyer requirements:
- Turnover £150,000+
- Ideally established for 3 years + but will consider those with good experience as well
- Proof of cash/funding

For more information please call 01765 698 699 and quote the reference number 31820 ask for Abi Barker

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