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Deal Opportunities.co.uk

the UK marketplace for company sales

Tax consultancy - UK/US tax and advisory

Reference
S12039
Turnover
Less than £0.5m
Sector(s)
Professional & financial
Region(s)
South West England
Added
22 October 2024

Business description

This is an exceptional opportunity to acquire a well-established tax consultancy business, specialising in UK personal tax and advisory services, with a particular focus on the correct reporting and taxation of non-domicile UK taxpayers. The business also offers comprehensive US tax preparation and advisory services, primarily catering to private clients and high-net-worth individuals.

Operating for over 30 years, the business has built a solid reputation, both locally and Nationally. It primarily serves a loyal client base that includes senior employees, business owners, property investors, high-net-worth individuals, retirees, globally mobile professionals, and entrepreneurs.

The business generates strong profits from increasing revenue streams, with the majority of clients located in London and the South of England. However, due to the remote nature of the work, face-to-face interactions are minimal, and the firm also serves international clients in regions such as Asia, Australasia, and the Middle East.

The business is supported by a highly experienced and efficient team that consistently delivers premium service levels. Strong referral relationships are in place, including with a major global management consulting firm, generating a steady stream of new business.

Up-to-date and well-organised systems, including Forbes and Intuit (Pro Series), ensure operational efficiency and will facilitate a smooth transition for any incoming acquirer.

This is an ideal opportunity for a larger or similarly focused tax consultancy firm seeking to accelerate growth by acquiring a well-managed, self-sufficient, and highly reputable business.

Highlights

  • Strong profits on c.£230,000 turnover
  • Solid pipeline of referrals
  • Long term client relationships with excellent customer retention
  • Ample scope for continued growth
  • Experienced and highly efficient team in place
  • Based in the South West

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