Dorset based acquirer - looking for practice - budget to £300,000

Up front budget: £150,000

Current turn over circa: £100,000

Cash offer: Up to 1.3x GRF

Established since: 2024

Additional Notes:
This firm is seeking to acquire an established portfolio in order to continue delivering a highly client-centric service, providing reassurance that your clients will remain well looked after within a supportive and professional environment.

With funds readily available, the acquirer is able to progress at a pace that suits you, offering certainty of funding and a smooth transaction process aligned to your preferred timescales.

A strong understanding of technology underpins the firm’s operations, enabling them to support your clients through Making Tax Digital and wider digital developments, helping future-proof the portfolio and reduce ongoing compliance risk.

There is a genuine commitment to retaining existing staff and, where appropriate, maintaining premises, ensuring continuity for both your team and clients and supporting strong retention rates post-completion.

Flexibility is central to their approach, allowing you to step away following a structured short handover or remain involved in a longer-term consultancy capacity, ensuring the transition is tailored to your personal and professional objectives.

Vendor requirements:
Turnover £200,000+
Established 10yrs+

For more information please call 01765 698 699 and quote the reference number 181459 ask for Abi Barker