Up front budget: £250,000

Current turn over circa: £2,000,000

Cash offer: Up to 1.3x GRF

Established since:

Locations: Bristol,Somerset

Additional Notes:
A well-established professional services firm with a strong local reputation is seeking to expand into the accountancy sector, offering vendors the opportunity to be part of a broader, client-focused advisory proposition.

With funds readily available, my client is able to progress transactions at a pace that suits you, offering both security and flexibility throughout the process.

There is a firm commitment to retaining existing staff wherever possible, ensuring continuity for your team and safeguarding the client experience. Depending on location, the buyer is also open to retaining your current premises, providing further reassurance.

By integrating accountancy and financial advisory services, this buyer aims to create a seamless, holistic offering for clients, giving them a single trusted destination for their long-term financial planning needs.

Client care is at the heart of this firm’s ethos, and their approach is centred on preserving the high standards and personal relationships that your clients value most.

Their familiarity with the regional landscape ensures a cultural alignment with your client base and local networks, helping to make the transition feel natural and respectful to your legacy.

The wider group brings robust infrastructure in areas such as compliance, operations and client onboarding, which can ease the administrative burden on your team and allow more focus on service delivery.

Having successfully acquired and retained businesses in the past, my client brings proven experience in managing transitions sensitively and effectively, giving you confidence in their ability to settle and retain your clients.

For more information please call 01765 698 699 and quote the reference number 181367 ask for Abi Barker