Current turn over circa: £300,000
Offers over: £360,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Additional Notes:
My client is seeking a friendly and professional firm to acquire their well-established portfolio, with the aim of ensuring a smooth and respectful transition for their valued clients.
The portfolio is made up primarily of limited companies, with average fees in the region of £1,200–£1,500 – reflecting the high quality and value of the client base.
Supported by a loyal and capable team, the firm has built excellent client relationships and delivers a tailored, personal service – key drivers behind its consistent year-on-year growth.
The outgoing principal is committed to a warm and structured handover, designed to maximise client retention and help the acquirer hit the ground running.
With a strong compliance foundation in place, there is significant opportunity to introduce and upsell additional services such as tax planning, advisory, and consultancy – providing excellent scope for further revenue growth.
For more information please call 01765 698 699 and quote the reference number 31832 ask for Abi Barker
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