Tax Consultancy

Tax Consultancy business specialising in cross-border and international tax planning and compliance for private clients and high net worth individuals.

Fantastic opportunity to acquire a well-established and highly reputable tax consultancy practice offering a variety of taxation solutions including US and UK personal tax advice as well as US and UK individual tax return preparation and accountancy services.

Highlights include:

• Turnover on target for £999,000 in current year, with GRF’s at £752,500
• Strong pipeline of monthly referrals with a c.80% conversion rate
• 80% of revenue from private clients
• Long term client relationships with excellent customer retention
• Ample scope for continued growth
• Experienced and highly efficient team in place
• 2 leased UK offices (1 satellite office in a prestigious London location)

Offered to market is this well established and highly regarded tax consultancy business, providing a variety of taxation solutions including US and cross-border UK personal and trust tax advisory services and expatriate tax assistance, as well as US and UK individual tax returns and accountancy services including family investment companies; in the main to a client base of private clients/high net worth individuals.

Established for over 10 years, the business has forged an excellent reputation (both locally and further afield), working with wealth management and professional firms and private banks as a source of referrals, mainly serving clients with a professional or financial services background including entrepreneurs.

With solid profits on increasing revenue streams, the business can be broadly split into 3 main categories; UK tax personal compliance and advisory (35%), US tax compliance and advisory (45%) and the corporate function (20%).

A team of extremely efficient and experienced staff are in place delivering premium service levels, whilst the business boasts a very impressive conversion rate of c.80% from its regular stream of monthly referrals.

Up to date and well organised processes and systems are in place (including Ignition, Centre CRM, Xero, TaxCalc and CCH Axcess) ensuring a smooth transition for any incoming prospective acquirer.

This is an ideal opportunity for a larger or similarly orientated tax consultancy firm looking to accelerate growth with the addition of a well-managed, self-sufficient and highly reputable business.