Mergers & Acquisitions for Chartered Accountants
Why Accountancy Practices Trust Capital & Trust
When chartered accountancy firms plan for succession, consolidation, or growth, the unique considerations they face are paramount. Capital & Trust offers its expertise in accountancy firm transactions, working with practices across the UK and beyond, from sole practitioners to regional groups.
Mergers and acquisitions for chartered accountants is a key area where we provide unparalleled support and guidance.
Capital & Trust boasts a robust track record in completing M&A for firms of various sizes and structures. Our deep understanding of regulatory and client-retention considerations within professional services sets us apart. With a 75% conversion rate and deal values ranging from £200K to £85M, our clients trust us to execute seamless transactions.
Tailored M&A for Chartered Accountants
Our bespoke approach to M&A accountants ensures that each transaction is uniquely tailored to our clients’ needs. Whether the motivation is retirement, growth, service diversification, or exit, we provide expert guidance. We employ valuation models, such as EBITDA and recurring revenue, to achieve optimal results.
See our bespoke M&A Accountancy page for more information on how we support accountancy practices to change hands.
“Opportunities don’t happen, you create them.”
Our Expertise
A Confidential, Structured Process
Our process is meticulously designed to ensure confidentiality and effectiveness. It includes:
- Discovery and alignment
- Buyer matching
- Negotiation
- Legal/due diligence
We utilise teaser documents and Information Memorandums (IMs) to maintain confidentiality throughout.
Our Buyer Network for Accountancy Firms
Our extensive buyer network comprises regional firms, national groups, private equity, and investor-backed consolidators, all operating under NDA. We focus on cultural fit, client retention, and post-deal integration to secure successful outcomes.
We offer our services to Fire & Safety businesses who are looking to acquire and sell.
Understanding Deal Structures & Valuation
We navigate various deal structures to find the best fit for your specific circumstances. Common structures include straightforward share purchases and more complex earn-out agreements. These are typically designed to ensure a seamless transition of both clients and staff, which is crucial for maintaining business continuity and value post-acquisition.
To support this process and ensure you are thoroughly prepared for negotiations, we also offer an optional fee-based formal valuation report. This comprehensive report provides a detailed analysis of your firm’s worth, giving you a solid foundation for all deal discussions.
Preparing for a Successful Transaction
A successful transaction hinges on meticulous preparation, and we guide you every step of the way. We ensure you are ready for the due diligence process by helping you organise virtual data rooms, collate essential financial records, and review all contracts.
Our hands-on support extends throughout the entire transaction lifecycle, offering strategic guidance to help you anticipate and navigate common blockers that can derail a deal. This proactive approach minimises surprises and keeps the process moving forward smoothly.
Start a Conversation in Confidence
We invite firm owners to register their interest and start a confidential conversation. Rest assured, we maintain the highest level of confidentiality and guarantee a response within 24 hours.
Explore the acquisitions we have been involved with.
Testimonials
See what our clients have to say
“
Sam Motia and Capital and Trust’s service have been exceptional. They have listened to our needs, requirements and goals and delivered on the target acquisitions that we have asked for. They have assisted through the acquisition process and enabled the transactions to run smoothly from the outset. We’ve been a client for a number of years and the acquisitions that C&T have collaborated on have made a significant impact on our company.
Jamie Philip
Saltus Financial Planning Limited
“
When I was looking at exploring my potential options, Capital and Trust provided me with the detailed knowledge, insight and expertise of the different propositions available to me. They guided me through from beginning to end, introducing me to the buyers that not only fitted my personal needs, but the needs of my staff and most importantly the needs of our clients. They gave me support throughout the deal process and were always available if I had any questions. For anyone looking to sell their business or even buy a business, I would strongly recommend getting touch with the guys at Capital and Trust.
Craig Gibson
AGL Wealth Management Ltd
“
We have worked alongside Capital and Trust for several years because we have always valued their expertise and extensive connections in the sector. Our recent experience of working with them on a transaction has consolidated this view – they helped us find a buyer that was the perfect fit in terms of deal structure and company culture. Their approach was superb; the team was professional and knowledgeable, maintaining excellent lines of communication throughout. Expert negotiators, they helped us to achieve the best possible outcome. Based on our experience we wouldn’t hesitate to recommend Capital and Trust, and particularly Sam Motia, to anyone considering a business move.
John Hughes
Omnium Capital Limited
Ready to start?
If you have seen enough and you know that we are the right team for you, then give us a call on 0207-043-4300 for a free confidential informational discussion or fill in our form.
