Available

Block 1 (Limited Companies, directors, and payroll)

• Total fees: £52,368

• 21 Limited Companies generating £44,177

– Average fee: £2,104; smallest £250; largest £13,500

• 28 Directors’ tax returns (includes additional fees for 2 client directors totalling £1,250)

• 12 payroll clients totalling £6,941

Block 2 (Sole traders, Partnerships and personal tax portfolio)

• Total fees: £22,581

• 23 Sole Traders generating £10,425

• 5 Partnerships generating £6,091

• 21 Tax-returns-only clients generating £6,065

A key team member who knows the clients can be available for consultancy to support retention (indicatively 2 days per week for the first 6 months, then 1 day per week for the next 6 months and beyond, if needed — fully negotiable).

• A second team member could also be available (around 2.5 days per week, flexible up/down and duration by agreement).

• These options are not mandatory and can be tailored to the buyer’s preference.

• Both blocks are portable (with 1–2 exceptions noted by the seller).

• Buyers may use part of the seller’s offices if required during transition.

The seller is available to provide a smooth, flexible transition and the level of handover required.