Mergers & Acquisitions
Helping accountancy practice owners make the right move at the right time
The decision to sell or acquire an accountancy practice is one of the most consequential a firm owner will face. Capital and Trust works with practice owners across the UK to ensure that decision is made with the right information, to the right buyer, on the right terms.
We have completed transactions across the full range
from sole practitioner practices to multi-partner regional firms
we understand what accountancy buyers are looking for and what sellers need in return.
A market with growing demand
Demand from acquirers for quality accountancy practices has remained strong, driven by the ongoing consolidation of the profession and the ambitions of regional and national groups to expand their footprint. For sellers, this represents a genuine opportunity but navigating the market without independent guidance can mean accepting terms that do not reflect the true value of what you have built.
Recurring fee income, client tenure, staff stability, and service mix all affect value. We help sellers understand how buyers will assess their practice and ensure that the final structure reflects its real worth.
For buyers
If you are an established firm looking to grow through acquisition, we maintain a consistent pipeline of accountancy practices across the UK. We work with buyers to understand their acquisition criteria and bring them opportunities that match saving time and ensuring that every introduction is a credible one.
Why work with Capital and Trust?
Deep sector knowledge across general practice, tax advisory, audit, and specialist niches
Active relationships with the UK's most acquisitive accountancy groups
Success-only fees, no cost unless your transaction completes
Objective guidance on valuation, deal structure, and buyer fit
Support from our specialist network in compliance, legal, and tax throughout the process
Experience handling transactions from £250,000 to multi-million pound practice sales
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
Talk to us
Crystallising the value of your practice is a significant decision. We are here to help you understand your options clearly and without pressure.