Up front budget: £300,000

Current turn over circa: £1,000,000

Cash offer: Up to 1.3x GRF

Established since: 2010

Additional Notes:
My client is entering the market seeking a well-run and reputable firm that shares their passion for delivering an exceptional level of client care and maintaining strong, long-term relationships. They’re looking to acquire a practice that takes pride in its personal approach and values the trust built with its clients over the years.

Having already completed a successful acquisition where they achieved client retention rates above 90%, my client has a proven understanding of how to integrate a new portfolio smoothly and respectfully. Their focus is always on maintaining client confidence and ensuring every relationship continues to flourish after the transition.

They are fully committed to retaining your team, your brand, and your premises where possible, helping to create real continuity for your clients and staff alike. This approach allows your business to continue operating with the same familiar faces and local presence, offering reassurance and stability during the handover period.

With cash funds immediately available, they can move swiftly and at your pace, removing the uncertainty that often comes with a sale and giving you the comfort of a straightforward, well-managed process.

My client’s background covers both practice and industry, which gives them a deep understanding of what businesses and individuals truly need from their accountants. This allows them to offer your clients a broader, more holistic service that goes beyond compliance and focuses on genuine value and tailored support.

They also embrace technology to make life easier for both clients and staff, using modern systems to streamline workflows and ensure a seamless transition to digital processes where appropriate. This ensures your clients are well-prepared for the future and fully compliant with MTD and other evolving regulations.

Vendor Requirements:
- Turnover £200,000+
- Established 10 years+

For more information please call 01765 698 699 and quote the reference number 181407 ask for Abi Barker