Current turn over circa: £500,000
Offers over: £600,000
Established: 30 to 35 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes:
My client is a well-established practice coming to market and is looking for a friendly, personable firm to continue the strong relationships they have built with both clients and staff.
The portfolio has a high proportion of limited companies, with average fees of £2,000–£2,500, reflecting the quality of the work you’ll be taking on.
There is excellent scope to introduce value-added services, creating strong opportunities for fee growth without the need for advertising.
The practice has a strong, experienced team who maintain excellent client relationships, providing continuity and support throughout the transition.
The large majority of clients use Xero, and over 30% are on direct debit—demonstrating a solid operational foundation and ensuring a smooth transition.
The principal is happy to provide a warm handover to help secure the highest possible retention rates.
Buyer requirements:
Turnover £800,000+
Acquisition experience is preferred but not essential
Proof of cash/funding
For more information please call 01765 698 699 and quote the reference number 31908 ask for Abi Barker
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