Sell your accountancy practice in Bristol

We buy practices across Bristol and the South West directly, so you can meet the buyer and judge where your firm and team will end up.

Bristol and the South West have a strong small-business economy, and the region’s accountancy practices often hold client bases built up over decades. If you are approaching retirement or ready to step back, and the firm’s future matters to you as well as the price, you can sell to us directly, judge us as a buyer yourself, and protect the legacy you have built.

The case for selling direct

Because we buy the practice ourselves, you meet the future owner from the first call and can judge us before you agree anything. The process is confidential, you pay no broker commission, and the timetable is set around you. You can compare the two routes in our guide to broker vs direct.

What should you settle before you sign?

If the firm’s future matters to you as much as the price, protect it in heads of terms. These are the points to pin down with any buyer, us included, and our guide to heads of terms explains which parts are binding at that stage.

Who tells clients, and when
Client retention in the first six months decides whether the deal has worked.
What happens to the team
Clients deal with your staff day to day, so the team’s future belongs in the written terms.
The trading name
The name can be retained, phased out or kept as a brand. Agree which at the start.
Your own involvement
A clean break and a phased step-down both work. Choose one and write it down.
How any deferred amount is calculated
If part of the price depends on retention, the formula belongs in writing before you sign.

The usual UK basis is a multiple of gross recurring fees (GRF), since profit in an owner-managed firm moves with what the owner chooses to pay themselves. Our valuation guide gives a general-practice range of broadly 0.8× to 1.2× GRF, with weaker firms below it and high-quality fee blocks at 1.3× or more. The valuation calculator gives an instant indicative figure, and our guide to what reduces the value of a practice covers the things that lower it.

What is the practice likely to be worth?

Where in the South West do you buy?

Bristol, Bath, Weston-super-Mare, Gloucester, Cheltenham, Swindon, Taunton, Exeter and Plymouth, and across Somerset, Wiltshire, Gloucestershire, Devon, Dorset and Cornwall.

What we agree to

  • Settle clients, team, trading name and your role in heads of terms
  • Put any deferred-payment formula in writing before you sign
  • Keep the team who hold the client relationships
  • Treat the sale as confidential from the first call

If the firm’s future matters to you as much as the price, say so on the first call so the heads of terms can reflect it.

Meet the buyer

A first call is your chance to judge us as the future owners of your firm.

Book a confidential call
Andy Jackson, co-founder

Helpful guides