Financial management and accounting to the hospitality sector. Accountancy services are 96% of revenue, with payroll and business planning 2% each. 99% of income is from licensed pub trade clients, benefiting from long-standing relationships with major pub groups and c.95% retention across around 200 active customers. Several staff are certified either by the Association of Chartered Certified Accountants or the Association of Accounting Technicians.
Key Aspects
- Provides accounting and financial support almost exclusively to the licensed trade (99% of revenue), including pubs, bars, restaurants, and hotels.
- Core services are delivered on a fixed weekly fee basis, creating stable and repeat income.
- Business is predominantly core accountancy services (96% of revenue), payroll (2%), and business planning (2%).
- Based in the North West with in-house expertise across accounting, VAT, payroll, and bookkeeping; day-to-day operations run by senior management with limited shareholder reliance.
- Maintains 95% client number retention over the last five years.
- Several staff are certified either by the Association of Chartered Certified Accountants or the Association of Accounting Technicians.
- Serves c.200 active clients with longstanding contracts and regular payments.
Opportunities
- Geographic expansion into the South of England, North East England and Scotland by formalising workflows for remote client work.
- Expand into related sectors such as independent retail and unlicensed hospitality with similar financial requirements.
- Introduce tax advisory services, subject to additional specialist personnel, to increase revenue per client.
- Deepen business planning and consultancy offering with additional services such as structure and efficiency reviews, compliance advice, and financial forecasting.
- Implement a structured marketing process (in-house or outsourced) to strengthen new client acquisition alongside existing referrals.
Potential Purchasers
- Accountants and financial services to hospitality and leisure.
- Accountants and financial services to other sectors.
- Business advisors to hospitality and leisure.
- Outsourced/ back-office providers involved in bookkeeping, payroll, HR, etc.
- Financial investors in the above sectors.
Turnover - £575k
Adj. EBITDA - £10k
