Revenue
$1-2M
50+%
United Kingdom
Revenue
$1-2M
50+%
Services
Tax Return
10%
Tax Advisory
0%
Bookkeeping
75%
Audit
0%
Financial Consulting
15%
Tax Return Split in Revenue
Bookkeeping Software
100% cloud based
Fee Structure
Mostly fixed fee
Recurring Billing
80-100%
Age of Firm
2-3 years old
What is the state of your firm, technology wise today?
Progressive
We use all cloud technology and our team is equipped to work remotely
"We are looking for the next stage in our strategic growth journey and want to leverage a potential acquirer's network to take our team to the next level."
Seller Intent
Planning to sell in 18 months to 5 years
What is your #1 reason for selling?
Upscaling the firm and getting access to new markets.
What is most important to you when selling?
Ability for me to have a more exciting career with people around me
How do you envision your life, post sale?
Actively involved in the new entity, aiming to drive growth and efficiency.