Retiring Accountant - Accountancy Practices Buyers South West and Wales - Page 7

Accountancy Practices Buyers South West

Page 7 of 13

Up front budget: £175,000

Current turn over circa: £100,000

Cash offer: Up to 1.2 x GRF for the right opportunity

Established since: 2010

Locations: Gloucestershire

Additional Notes:
- Chartered Certified
- Looking to acquire from £150,000 upwards
- Cash available now for acquisition
- Focus is on businesses with good staff and infrastructure is a priority
- Highly skilled with commercial clients
- This acquirer is looking to maintain the existing look and feel of the acquired business post sale
- Staff retention is a high priority
- Retention of premises is a priority
- Flexible approach to owner succession with a keen focus on a seamless transition for clients and staff
- Business with strong monthly cash flow of great interest

This is a successful acquirer who is looking to retain staff, systems, premises and the overall look and feel of the acquired business for maximum success for all parties

Opportunities across Gloucestershire of keen interest

For more information please call 01765 698 699 and quote the reference number 178031 ask for Abi Barker

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Up front budget: £300,000

Current turn over circa: £500,000

Cash offer: Up to 1.5 x GRF for the right business

Established since: 2016

Locations: Bristol

Additional Notes:
- Chartered and Chartered Tax Adviser practice
- Combined 50 years Industry, Tax, HMRC and general practice experience
- Cash available and ready for acquisition
- Cloud based specialist using Xero and Freeagent
- Looking to acquire practices with good staff and good organisational structure
- A premium offer would be made for an online service proposition business
- Providing a highly knowledgeable and experienced remote/non face to face client service proposition
- Extremely high client retention
- Long client relationships
- Fixed fees for client certainty
- Staff retention of strong interest
- Premises strongly considered

This is an incredibly experienced, knowledgeable and yet personable practice who are extremely client focused.

Opportunites across the Bristol, Somerset, Wiltshire and Gloucester areas of strong interest

For more information please call 01765 698 699 and quote the reference number 178130 ask for Abi Barker

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Up front budget: £50,000

Current turn over circa: £200,000

Cash offer: Up to 1.4 x GRF for the right opportunity

Established since:

Locations: Bristol

Additional Notes:
- Chartered Certified and AAT qualified
- Very popular family firm providing accountancy services to sole traders and small businesses in a highly personalised and accessible way
- The firm has made an excellent use of software to promote efficiencies, which enables them to provide a highly accessible service to clients
- Clients enjoy fixed, all encompassing monthly fees
- A range of software products including Quickbooks, Xero, Kashflow, Freeagent
- Regular client contact and reminders for production of information for year end trading computation, VAT submissions and other helpful guidance
- Whilst clients enjoy excellent support by phone, email and software access, face to face meetings in a local, client convenient office are also provided
- Staff considered
- Premises of interest

This is a highly recommended and referred firm looking to acquire a block of fees or small practice to expand their searvice reach.

For more information please call 01765 698 699 and quote the reference number 178089 ask for Abi Barker

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Up front budget: £100,000

Current turn over circa: £250,000

Cash offer: Up to 1.5 x GRF for the right opportunity

Established since: 2011

Locations: Dorset

Additional Notes:
- Highly experienced practice led by a practitioner with approaching 30 years experience
- This firm is focused on adding value to client relationships and deploying a highly knowledgeable, experienced and advisory service to commercial clients
- Cash available now for acquisition
- Highly successful leadership with very strong client retention
- Highly referred practice from very happy clients and professionals
- Tailored client service focused on client needs and requirements
- A premium offer will be available to practices in the North Bournemouth and 20 miles surrounding area
- This is a General practice with a broad spectrum of clients and particularly specialised and highly experienced for business clients.
- Client fees tailored to client service requirements
- Largely using Digita
- Retention of staff fully considered

This acquirer is focused on a seamless and highly effective client transition for the greatest success for all parties

For more information please call 01765 698 699 and quote the reference number 178100 ask for Abi Barker

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Up front budget: £25,000

Current turn over circa: £75,000

Cash offer: Up to 1.3 x GRF for the right opportunity

Established since: 2010

Locations: Dorset

Additional Notes:
- Qualified firm with specialism in Tax
- Experienced Acquirer with excellent client retention rates
- Cash available for acquisition
- Highly knowledgeable practitioner
- Providing a wide array of accountancy services for personal and corporate clients
- Highly experienced in tax advice providing IHT, CGT, Trust and Estate planning, corporate and personal tax services
- Stat accounting, VAT, book keeping, Management accounting, Payroll, CIS and more
- Very flexible, approachable and friendly firm
- Xero software but happy to use any to suit clients

This is a highly personable firm with a flexible, client focused mindset.

Looking for acqusition opportunities between Exeter and Plymouth.

For more information please call 01765 698 699 and quote the reference number 178039 ask for Abi Barker

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Up front budget: £75,000

Current turn over circa: £2,000,000

Cash offer: To 1.3x GRF

Established since: 1990

Locations: Somerset

Additional Notes:

With 3 offices across Somerset my client is looking to acquire small fee blocks to augment to their existing offices.

Established for over 20 years and supported by a qualified team the partners enjoy close working relationships with their portfolios and offer advice to Sole Traders, SME's and private individuals on all areas of accounts and tax planning

For more information please call 01765 698 699 and quote the reference number 177952 ask for Abi Barker

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Up front budget: £40,000

Current turn over circa: £300,000

Cash offer: Up to 1.5 x GRF for the right opportunity

Established since: 2016

Locations: Oxfordshire

Additional Notes:
- Highly popular, thriving practice
- Chartered, Chartered Certified and AAT qualifications at the firm
- Providing a full range of accounting, taxation and business advisory services
- Focused on client needs and forming excellent, very strong client relationships
- Highly referred business
- Very high client retention rates
- Broad spectrum of clients from simple tax returns to complex corporate client services
- Staff retention a possibility
- Premises a possibility
- Looking to acquire blocks of fees

This is an excellent opportunity to sell your business to a very personable, highly skilled, professional firm who put clients and relationships at the heart of their business.

For more information please call 01765 698 699 and quote the reference number 178037 ask for Abi Barker

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Up front budget: £500,000

Current turn over circa: £0

Cash offer: Up to 1.5 x for the right opportunity

Established since: 2020

Locations: Gloucester

Additional Notes:
- Highly experienced, well capitalised accountant
- Very strong industry background and high level leadership skills
- Experienced CFO with £40 million turnover companies
- Cash available for acquisition
- Looking to acquire an existing practice with a good staff infrastructure
- Focused on retaining the look, feel and existing service proposition before making any commercially beneficial enhancements to the acquired business
- Focused on driving a positive client focused culture and investing in existing staff
- Looking to retain the existing office premises
- High level corporate consultancy knowledge and experience
- Extended handover / post sale role for the seller of keen interest
- Premium price paid for firms with strong corporate client portfolios


This is a highly skilled individual with a flexible and commercially focused mindset to making the deal work for all parties

For more information please call 01765 698 699 and quote the reference number 178044 ask for Abi Barker

REQUEST INFORMATION

Up front budget: £300,000

Current turn over circa: £500,000

Cash offer: Up to 1.5 x GRF for the right opportunity

Established since: 2015

Locations: Dorset

Additional Notes:
- Chartered and Chartered Tax Adviser practice
- Combined 50 years Industry, Tax, HMRC and general practice experience
- Cash available for acquisition
- Specialist Xero and Freeagent cloud based practice
- Providing a highly knowledgeable and experienced remote/non face to face client service proposition
- Extremely high client retention
- Long client relationships
- Fixed fees for client certainty

This is a very personable, knowledgeable , responsive and client focused acquirer looking for portable or remote service acquisition opportunities.

Looking for opportunities remote service opportunities across Dorset, Hampshire, Wiltshire areas



For more information please call 01765 698 699 and quote the reference number 178002 ask for Abi Barker

REQUEST INFORMATION

Up front budget: £100,000

Current turn over circa: £150,000

Cash offer: To 1.2x GRF

Established since: 2005

Locations: Bristol

Locations: Bristol

Additional Notes: My client, an established Chartered Practitioner and experienced acquirer is looking to acquire a block of fees or practice as part of their continued growth plans and is looking for opportunities in and around the areas of Bristol and Bath.

This sole practitioner has excellent experience of meeting the needs of a varied mix of clients including limited companies, partnerships, sole traders and personal tax clients and provides a friendly, approachable yet professional, hands on service, taking great pride in spending time with clients personally on a face to face basis wherever possible.

Having provided a holistic experience throughout his accountancy career working with various high level firms such as Rolls-Royce and BAE there has been a strong focus on building excellent and reliable relationships with clients.

Catering to many sole traders combined with experience of servicing clients of up to 3 mil GBP T/O there is very little that this practitioner is not comfortable with and focuses on the client need and people behind the numbers.

With a focus on helping clients in a traditional face to face service proposition the firm also makes good use of technology for client benefit and tailors services to individual client needs.

About the acquirer:
• Approaching 20 years’ experience
• Will pay up to 1.5x GRF for the right business
• High client retention and 98% client retention from a previous acquisition
• Long standing client relationships
A premium offer will be available to practices offering;
Locations:
In and around the areas of Bristol and Bath.

Turnover (GBP):
From £30,000 to £100,000

Client Base & Service:
General practice and wide range of services and knowledge

Premises:
Consideration

Practice System:
VT and experienced in various

Staff:
Consideration

Purchase Method:
Will pay up to 1.5x recurring fees for the right business with a deposit of 50% with completion in 1 year for the right acquisition.

For more information please call 01765 698 699 and quote the reference number 177267 ask for Abi Barker

REQUEST INFORMATION

Up front budget: £100,000

Current turn over circa: £500,000

Cash offer: Up to 1.5 x GRF for the right opportunity

Established since: 1990

Locations: Berkshire

Additional Notes:
- Long established Chartered Certified practice
- Experienced and successful acquirer
- Flexible mindset to acquisition
- Highly client focused business with a tailored client service proposition
- Very high client retention rates
- Excellent double digit organic growth year on year
- Long term client relationships
- A general practice providing full tax, stat accountancy, book keeping, Management accounts, outsourced FD services, VAT, Payroll and more
- Long serving staff providing testament to this high quality, people focused firm
- A fully modernised practice with the benefit of decades of experience and knowledge

This is a high quality firm who put people at the heart of everything they do.

For more information please call 01765 698 699 and quote the reference number 177983 ask for Abi Barker

REQUEST INFORMATION

Up front budget: £80,000

Current turn over circa: £200,000

Cash offer: Up to 1.6 x GRF for the right business

Established since: 2013

Locations: Dorset

Additional Notes:
- Highly experienced practice led by a practitioner with 25 plus years experience
The firm his highly skilled and focused on adding value to client relationships
- Very good client retention with close client relationships
- Will pay up to 1.6x GRF for the right acquisition
- Highly referred firm from very happy clients and professionals
- Tailored client service focused on client needs and requirements
- General practice and broad spectrum of clients
- Specialist experience in business services
- Staff fully considered

Interested in the Bournemouth and 30 miles surrounding area

For more information please call 01765 698 699 and quote the reference number 177970 ask for Abi Barker

REQUEST INFORMATION

Up front budget: £250,000

Current turn over circa: £1,000,000

Cash offer: Up to 1.4 x GRF for the right business

Established since: 2002

Locations: Dorset

Additional Notes:
- Chartered firm
- General practice looking after personal tax and providing specialist owner managed business/limited company services and expertise
- Highly skilled, personable, partner led service
- Focused on personal service
- Very high client retention rates
- Double decade client relationships
- Auditors
- Excellent organic growth from a high level of referrals
- Using CCH, Xero, Quickbooks, Sage
- Focused on people development and retaining talented staff
- Premises considered
- Staff retention fully considered

Interested in opportunities across Dorset, Yeovil, Poole, Bournemouth and surrounding areas

For more information please call 01765 698 699 and quote the reference number 177968 ask for Abi Barker

REQUEST INFORMATION

Up front budget: £500,000

Current turn over circa: £5,000,000

Cash offer: Up to 1.2 x GRF for the right business

Established since: 2000

Locations: Bristol

Additional Notes:
- Long established, highly successful business
- Experienced acquirer
- Looking to acquire good quality corporate GRF clients
- Extensive range of services to expertly cater to corporate client needs
- Cash ready for acquisition
- Audit, accounting, tax and advisory services
- Highly client focused
- High client retention
- Excellent growth year on year
- Full integration of software and cloud based services providing real time information to clients and deliver more value adding, advisory time for client benefit

This is a high quality firm who provide the highest level of skill, care and professionalism to client relationships.

For more information please call 01765 698 699 and quote the reference number 177956 ask for Abi Barker

REQUEST INFORMATION

Up front budget: £75,000

Current turn over circa: £100,000

Cash offer: Up to 1.4 x GRF for the right business

Established since: 2017

Locations: Carmarthenshire

Additional Notes:
- Chartered practice
- Experienced acquirer
- Cash available for acquisition
- Highly experienced sole practitioner with extensive industry experience with multi million pound firms, along with approaching a decade general practice experience
- Excellent client retention due to a friendly, professional and highly accessible service
- Long standing client relationships of over two decades
- Full stat accountancy and advisory services

For more information please call 01765 698 699 and quote the reference number 177965 ask for Lauren Burnham

REQUEST INFORMATION

Up front budget: £50,000

Current turn over circa: £2,000,000

Cash offer: Up to 1.3 x GRF for the right business

Established since: 2005

Locations: Bristol

Additional Notes:
- Chartered accountants
- Cash already in place for acquisition
- Interested in blocks of fees and/or segmented client base who would benefit from a highly personable low cost, hassle-free accountancy solution
- An excellent opportunity to sell/outsource to a well established, highly efficient and award winning firm
- This buyer provides an excellent option for straight forward remote serviced clients or the opportunity for owners to offer low value clients an alternative option, enabling owners to redeploy their time to more profitable relationships and activities
- This firm has a flexible business mindset and is interested in acquisition and/or the development of a symbiotic, collaborative relationship in which they deliver their specialist service to ordinarily low profit making clients for traditional firms, helping firms improve their own efficiency, and, focus their resources on higher profit making clients and relationships
- This remote service specialist uses the latest, more accurate than human, technology, combined with a very friendly human touch to deliver a new age of accountancy
- Very high client satisfaction rates
- An incredibly efficient, award winning service proposition
- Micro business specialists
- Providing a range of services including book keeping, management accounting, VAT, Stat accounts, Payroll and annual returns

This is an excellent opportunity to sell a fee block or bottom slice your business to improve overall business recovery rates.

For more information please call 01765 698 699 and quote the reference number 177947 ask for Abi Barker

REQUEST INFORMATION

Up front budget: £60,000

Current turn over circa: £200,000

Cash offer: Up to 1.2 x GRF for the right business

Established since: 2010

Locations: Devon

Additional Notes:
- Highly popular firm enjoying excellent organic growth from strong client referrals
- Providing a wide array of accountancy services including company formation, VAT, payroll, Book keeping, business forecasting and more
- Servicing SME's, Limited companies, Sole traders, Personal Tax
- Tailored service proposition to client needs and requirements
- Professional and friendly service

For more information please call 01765 698 699 and quote the reference number 177942 ask for Abi Barker

REQUEST INFORMATION

Up front budget: £100,000

Current turn over circa: £100,000

Cash offer: Up to 1.4 x GRF for the right business

Established since: 2009

Locations: Somerset

Additional Notes:
- Top 4 trained practitioner
- CIMA qualified
- Extensive industry and large firm experience
- Looking to expand family business through acquisition
- Cash ready
- Focus on client needs and high service standards
- Client care is the number one priority
- Looking to retain the look and feel of the acquired business and develop strong client relationships
- Well connected and resourced business
- Looking for opportunities in the Taunton, Yeovil, Salisbury and Bristol areas

For more information please call 01765 698 699 and quote the reference number 177930 ask for Abi Barker

REQUEST INFORMATION

Up front budget: £150,000

Current turn over circa: £400,000

Cash offer: Up to 1.25 x GRF for the right business

Established since: 2009

Locations: Dorset

Additional Notes:
- Long established business
- Highly qualified and skilled leadership and team
- Cloud based and paperless
- Xero, Freeagent, Quickbooks and more
- specialist business services including virual FD, R&D tax credits, book keeping, EMI, Payroll and more
- Excellent staff infrastructure and efficient workflow
- Strong client focused relationships

Strong, ambitious firm looking for acquisition opportunities with a flexible approach and mindset

For more information please call 01765 698 699 and quote the reference number 177894 ask for Abi Barker

REQUEST INFORMATION

Up front budget: £500,000

Current turn over circa: £5,000,000

Cash offer: To 1.5x GRF

Established since: 1995

Locations: East Sussex,West Sussex

Additional Notes:

Established for over 20 years with offices in Hampshire and London, my client is keen to expand their practice with further acquisitions.

Their growth for £1 Million T/O in 2015 to £4.5 Million now is through a mixture of organic and acquisitions however with the contractor market currently evolving their desire is to acquire general practice firms with a principal offering 2-5 years of succession planning.

Generous valuations on offer for profitable firms with sensible premises and loyal staff.

For more information please call 01765 698 699 and quote the reference number 177875 ask for Abi Barker

REQUEST INFORMATION
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