Experienced Buyer Seeking Self-Assessment & MTD Client Blocks

Up front budget: £100,000

Current turn over circa: £20,000

Cash offer: Flexible

Established since: 2026

Additional Notes: An established buyer is actively seeking to acquire personal tax client portfolios, with a focus on Self-Assessment and MTD clients with a wealth of M&A experience outside of the Accountancy sector now looking to expand into Accountancy.

This acquirer has an established IT firm specialising in self assessment software with venture backing looking to build a compliance side to their firm.

We are particularly interested in:

Compliance-only client relationships
Fee blocks that can be separated from larger practices
Partial sales where vendors wish to retain their core business

If you are considering reducing your client base or exploring a partial exit, this could be an ideal opportunity to realise value.

Confidential enquiries welcomed.

SELLER REQUIREMENTS
- Fee blocks must be in excess of £70,000 of revenue to be considered

For more information please call 01765 698 699 and quote the reference number 181506 ask for Abi Barker