Dorset based practice for sale - turnover circa £250,000

Current turn over circa: £250,000

Offers over: £275,000

Established: 20 to 25 years

Gross Recurring Revenue: 200-300k

Number of staff: 3 to 5

Additional Notes:
My client is bringing their practice to the market for the first time and is seeking a client-focused acquirer to continue and nurture the strong relationships that have been built over many years, providing you with a stable and engaged portfolio from day one.

The firm is regularly turning away new enquiries due to capacity constraints, clearly demonstrating the depth of local demand and offering you immediate and tangible growth potential through new client take-on and the introduction of additional services such as financial planning, tax advisory and consultancy.

The portfolio is predominantly made up of locally based owner-managed businesses and individuals, delivering a loyal and low-risk recurring fee base that provides you with dependable income and a solid platform for further expansion.

A full team of experienced staff is in place, with each team member having over ten years’ service with the practice and its clients, ensuring excellent continuity and significantly supporting client retention post-completion.

The principal is entirely flexible around your preferred structure, whether that involves a comprehensive handover to maximise goodwill or an extended consultancy period to support integration, giving you confidence in achieving a smooth transition and protecting your investment.

For more information please call 01765 698 699 and quote the reference number 31945 ask for Abi Barker