Accountancy Practices for Sale South West

Current turn over circa: £140,000

Offers over: £175,000

Established: 15 to 20 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Additional Notes:
- My client offers a premium quality block of fees to the market with a view to finding a friendly and personal firm to take over current client relationships

- The portfolio has a strong composition of limited companies that yield average fees in excess of £1,200 demonstrating the quality nature of the business you'd be taking on

- With a current focus on compliance, this firm leaves ample opportunity to offer additional services including bookkeeping, payroll, consultancy work, tax advice and more

- The principal is happy to offer a warm handover to help ensure the strongest retention rates possible

- This practice would be portable into you office across the Bristol, Keynsham, Bath, Chippenham, Swindon, Trowbridge, Frome, Devizes, Warminster and surrounding areas

For more information please call 01765 698 699 and quote the reference number 31497

Current turn over circa: £300,000

Offers over: £360,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 3 to 5

Additional Notes:
- Majority limited companies with strong average fees of £1,200 and a low average client age demographic of 45-50

- 95% of clients using Xero

- Full team of experienced staff in place who hold strong relationships with the clients ensuring continuity and the highest retention possible

- Option to take on the rented office space but not essential to sale

- Majority of clients based within the local area so an excellent opportunity to develop your own business in this region

- Significant opportunity in the business to take on additional work both through referrals and through upselling services on the consultancy and advisory side

For more information please call 01765 698 699 and quote the reference number 31491

Current turn over circa: £45,000

Offers over: £54,000

Established: 5 to 10 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Locations: Wiltshire

Additional Notes:
- Strong average fees for a limited company of £1,800 and £450 for sole traders.

- This client base is strongly focused on compliance with some bookkeeping and payroll meaning there is significant opportunity to upsell services and take on additional work particularly relating to tax consultancy and trusts work.

- Making good use of software including Tax Calc, Sage and Quickbooks

- All clients coming from word of mouth referrals and based within the local area so an excellent opportunity to further develop your business in this region

BUYER REQUIREMENTS
- Must be based locally in the Wiltshire area

For more information please call 01765 698 699 and quote the reference number 31484

Current turn over circa: £350,000

Offers over: £385,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 5 to 10

Locations: Cornwall

Additional Notes:
- Strong average fees of £1,250 and a low average client age demographic of 45-50. A diverse portfolio of limited companies, sole traders, partnerships and

- Full team of experienced staff members you can benefit from with strong relationships with the clients to ensure continuity and high retention

- Adjusted profit margin of 40%

- Making strong use of software including Xero, Quickbooks and Sage

BUYER REQUIREMENTS
- Must retain office space

For more information please call 01765 698 699 and quote the reference number 31476

Current turn over circa: £900,000

Offers over: £1,125,000

Established: 10 to 15 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Additional Notes:
- My client comes to the market for the first time with a view to finding a friendly and proactive to continue on staff and client relationships

- Strong percentage of limited company clients with healthy average fees of £2,500+ and a low demographic age demonstrating the quality nature of the business you'd be taking on

- With a well experienced and qualified team in place that are keen on personal development, you will benefit from consistent quality work and client referrals which will continue to assist in annual growth

- The owners will happily provide a warm handover over to suit your requirements to ensure the strongest retention rates possible

BUYER REQUIRMENTS:
- Must retain local presence
- Must retain staff
- Proof of cash/funding for the offer amount

For more information please call 01765 698 699 and quote the reference number 31475

Current turn over circa: £200,000

Offers over: £240,000

Established: 10 to 15 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: Dorset

Additional Notes:
- Majority limited companies with strong average fees between £1200 - £1500 and a low average age demographic of clients between 45-50

- You will benefit from a team of experienced and qualified staff members who hold strong relationships with the clients ensuring continuity

- Very healthy profit margin of 48% with most clients on monthly billing structures ensuring a quick return on your investment

- Preferable to keep on the premises but not essential if purchaser has a local presence already

For more information please call 01765 698 699 and quote the reference number 31464

Current turn over circa: £950,000

Offers over: £1,140,000

Established: 15 to 20 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Additional Notes:
- This principal comes to the market with a view to finding a purchaser that puts a strong emphasis on client care and will look to retain the staff and premises

- With a focus on general compliance, this practice leaves ample opportunity to offer additional services including advanced tax advice and consultancy

- Good percentage of limited companies with average fees of £1,500 demonstrating the quality of fees you'd be taking on

- The firm boasts a well experienced team who hold great relationships with clients and take pride in providing a tailored and personal service, which has contributed to consistent year on year retention

- My client is happy to offer a warm handover to ensure a smooth transition for all involved

For more information please call 01765 698 699 and quote the reference number 31441

Current turn over circa: £300,000

Offers over: £360,000

Established: 20 to 25 years

Gross Recurring Revenue: 200-300k

Number of staff: 3 to 5

Additional Notes:
- Strong percentage of limited companies with average fees of £2,500 demonstrating the quality of clients you'd be taking on

- With an office and quality staff in place, this owner has already prepared the firm for sale, and provides an excellent opportunity for you to grow and develop in the area

- My client is happy to offer a warm and flexible handover to suit your needs, with a retirement goal afterwards, ensuring you have all the support needed to encourage strong client retention

- Ample opportunity to upsell new services including tax advice and consultancy work

BUYER REQUIREMENTS:
- Must retain office space
- Must retain staff

For more information please call 01765 698 699 and quote the reference number 31383

Current turn over circa: £180,000

Offers over: £216,000

Established: 30 to 35 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: Wiltshire

Additional Notes:
- This firm has a main focus on compliance work and offers both bookkeeping and payroll in house however notices ample opportunity to offer advanced tax advice and consultancy work

- My client benefits from a well experienced team that take pride in providing a professional and personal service to clients contributing to consistent retention on a yearly basis

- The principal is happy to offer a warm handover to ensure a smooth transition for both staff and clients encouraging strong retention rates

- Majority limited companies with average fees in excess of £1200 leaving plenty of opportunity for further growth

This would be an excellent opportunity for either a local firm looking to boost their revenue or a newcomer to the market looking to start their own practice with the guidance of a well established business owner who will happily stay on for years to come and offer flexibility on the payment terms to make this accessible.

BUYER REQUIREMENTS:
- Must either have a local base or be willing to retain the office
- Will offer the principal the opportunity to stay on for a minimum of a year

For more information please call 01765 698 699 and quote the reference number 31284

Current turn over circa: £350,000

Offers over: £455,000

Established: More than 35 years

Gross Recurring Revenue: 200-300k

Number of staff: 3 to 5

Additional Notes:
- My client comes to the market for the first time, offering their quality clients and long term relationships with a view to finding a friendly and professional firm who will maintain a local presence

- The portfolio boasts a strong composition of limited companies with healthy average fees in excess of £1,500 and a low portfolio age of 45-50, demonstrating the quality of the business you'd be taking on

- Experienced team members who will fully assist in the transition of clients and act as a valuable asset to ensure strong retention rates giving you a strong return on your investment going forward

- With a main focus on compliance, this firm leaves ample opportunity to offer additional services such as consultancy and advanced tax work

- The principal will offer a flexible exit to suit you, ranging from a short warm handover to a longer term consultancy agreement allowing you the opportunity to craft a bespoke transition

For more information please call 01765 698 699 and quote the reference number 31296

Current turn over circa: £180,000

Offers over: £216,000

Established: 30 to 35 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: Wiltshire

Additional Notes:
- This firm has a main focus on compliance work and offers both bookkeeping and payroll in house however notices ample opportunity to offer advanced tax advice and consultancy work

- My client benefits from a well experienced team that take pride in providing a professional and personal service to clients contributing to consistent retention on a yearly basis

- The principal is happy to offer a warm handover to ensure a smooth transition for both staff and clients encouraging strong retention rates

- Majority limited companies with average fees in excess of £1200 leaving plenty of opportunity for further growth

This would be an excellent opportunity for either a local firm looking to boost their revenue or a newcomer to the market looking to start their own practice with the guidance of a well established business owner who will happily stay on for years to come and offer flexibility on the payment terms to make this accessible.

BUYER REQUIREMENTS:
- Must either have a local base or be willing to retain the office
- Will offer the principal the opportunity to stay on for a minimum of a year

For more information please call 01765 698 699 and quote the reference number 31284

Current turn over circa: £50,000

Offers over: £60,000

Established: 5 to 10 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Additional Notes:
- Majority limited companies with average fees of £1,200 and a low client age demographic of 45-50 demonstrating the high-quality nature of the portfolio

- This firm is handled almost entirely remotely so would be fully portable into your office and therefore port fees straight onto your bottom line

- The majority of clients are local giving you a great foundation in the area to further develop your own business

- The principal is open to offering a warm and flexible handover to suit your needs encouraging the highest retention rates possible

- Making strong use of software including BTC, Xero and Free Agent

For more information please call 01765 698 699 and quote the reference number 31326

Current turn over circa: £1,300,000

Offers over: £1,600,000

Established: 10 to 15 years

Gross Recurring Revenue: 1-2m

Number of staff: 5 to 10

Additional Notes:
- Established firm coming to the market for the first time with a view to finding a friendly and professional firm to take over current client relationships

- Strong percentage of limited companies with healthy average fees in excess of £1,500-2,000 demonstrating the quality of business

- Ample opportunity to offer additional services including advanced tax and advisory/consultancy

- Full team in place with qualifications including ACCA, ACA, AAT and more that hold strong relationships with clients and will give you the benefit of continuity going forward

- Principal eager to offer a warm handover to suit your needs to encourage the highest retention rates possible

For more information please call 01765 698 699 and quote the reference number 31325

Current turn over circa: £200,000

Offers over: £240,000

Established: 25 to 30 years

Gross Recurring Revenue: 150-200k

Number of staff: 3 to 5

Additional Notes:
- The firm boasts a long standing history in the area and benefits from multigenerational client relationships that will act as a great foundation for your practice and offer a unique opportunity in the local area.

- My client is starting to make good use of online software including IRIS and Moneysoft but leaves ample opportunity for you to make this more efficient and boost profitability.

- You'll benefit from a team of experienced staff members who all hold at least five years experience within the business giving you the added benefit of continuity helping ensure a smooth transition for the clients and a secure future for the staff.

- The principal is eager to offer a warm and flexible handover to suit your needs encouraging the highest retention rates possible.

- The practice currently focuses on compliance work meaning there is ample opportunity within the client base to offer new services including consultancy work and more advanced tax advice.

For more information please call 01765 698 699 and quote the reference number 31315

Current turn over circa: £350,000

Offers over: £455,000

Established: More than 35 years

Gross Recurring Revenue: 200-300k

Number of staff: 3 to 5

Additional Notes:
- My client comes to the market for the first time, offering their quality clients and long term relationships with a view to finding a friendly and professional firm who will maintain a local presence

- The portfolio boasts a strong composition of limited companies with healthy average fees in excess of £1,500 and a low portfolio age of 45-50, demonstrating the quality of the business you'd be taking on

- Experienced team members who will fully assist in the transition of clients and act as a valuable asset to ensure strong retention rates giving you a strong return on your investment going forward

- With a main focus on compliance, this firm leaves ample opportunity to offer additional services such as consultancy and advanced tax work

- The principal will offer a flexible exit to suit you, ranging from a short warm handover to a longer term consultancy agreement allowing you the opportunity to craft a bespoke transition

For more information please call 01765 698 699 and quote the reference number 31296

Current turn over circa: £1,000,000

Offers over: £1,350,000

Established: 30 to 35 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Additional Notes:
- My client boasts a strong reputation in the area which has contributed to consistent year on year growth over the past three decades, giving you a strong foundation to build your business on

- You will benefit from an experienced and qualified team(ACCA, AAT, ATT) who hold strong relationships with clients and take pride in providing a personal service, providing an excellent element of continuity to support the transition

- The firm puts a focus on compliance work, leaving plenty of opportunity for growth with services such as consultancy, advanced tax advice, wills/probate and more

- Principal will offer a warm handover and will happily stay on going forward, ensuring we can achieve the strongest retention rates possible

For more information please call 01765 698 699 and quote the reference number 31291

Current turn over circa: £50,000

Offers over: £60,000

Established: 10 to 15 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Additional Notes:
- Can be easily ported to purchasers based in Salisbury, Shaftesbury, Sherborne, Yeovil, Shepton Mallet, Frome, Warminster, Trowbridge, Bath and surrounding areas

- Majority of clients are local to the Wiltshire and Dorset area giving you a great foundation in the area to further develop your own business

- With a main focus on compliance, my client leaves ample opportunity for you to offer additional services such as bookkeeping, consultancy work and more advanced tax advice

- Uses software including Xero, Taxfiler, VT and Moneysoft

- The principal is happy to offer a warm handover to suit your needs ensuring continuity for clients and the highest retention rates

For more information please call 01765 698 699 and quote the reference number 31287

Current turn over circa: £80,000

Offers over: £84,000

Established: 20 to 25 years

Gross Recurring Revenue: 70-100k

Number of staff: 1

Additional Notes: - With client relationships dating back over 20 years, this firm can offer you a portfolio that will act as a great foundation for your own firm and offer you a unique opportunity into the local area

- My client is starting to make good use of online software but leaves ample opportunity for you to make this more efficient and boost profitability

- You’ll benefit from a qualified part time accountant who has held strong relationships with clients for a number of years adding a level of continuity to help contribute to strong retention rates

- The principal will stay on for a warm handover to suit your needs to ensure all parties involved are happy

For more information please call 01765 698 699 and quote the reference number 23118

Current turn over circa: £180,000

Offers over: £216,000

Established: 30 to 35 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: Wiltshire

Additional Notes:
- This firm has a main focus on compliance work and offers both bookkeeping and payroll in house however notices ample opportunity to offer advanced tax advice and consultancy work

- My client benefits from a well experienced team that take pride in providing a professional and personal service to clients contributing to consistent retention on a yearly basis

- The principal is happy to offer a warm handover to ensure a smooth transition for both staff and clients encouraging strong retention rates

- Majority limited companies with average fees in excess of £1200 leaving plenty of opportunity for further growth

This would be an excellent opportunity for either a local firm looking to boost their revenue or a newcomer to the market looking to start their own practice with the guidance of a well established business owner who will happily stay on for years to come and offer flexibility on the payment terms to make this accessible.

BUYER REQUIREMENTS:
- Must either have a local base or be willing to retain the office
- Will offer the principal the opportunity to stay on for a minimum of a year

For more information please call 01765 698 699 and quote the reference number 31284

Current turn over circa: £400,000

Offers over: £480,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 5 to 10

Additional Notes:
- Strong adjusted profitability of roughly 40% giving you an excellent return on your investment quicker than typically seen

- Healthy proportion of limited companies with average fees between £1,200-£1,600 demonstrating the quality and low risk nature of the business

- You will benefit from a well experienced team who provide a tailored and personal service to clients, and have helped contribute to great retention rates on a yearly basis

- Principal available for a warm handover to ensure both staff and clients are happy, encouraging the strongest retention rates possible

For more information please call 01765 698 699 and quote the reference number 31282