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We understand that succession planning can be a sensitive subject, so please only provide us with the information you feel comfortable with. The details you do provide will help us better understand your needs when we first talk.

First name: *

Last name:

Telephone no: *

Email address:

I want to...:*

Sell my practice
Sell blocks of fees
Get advice on my best options

Preferred call back date:

Preferred call back time:

If you are happy to offer more information at this stage, please complete the rest of the form below before submitting. Remember; only provide what you are comfortable with.

Region of operation:

Type of organisation:

Qualifications:

Chartered Accountant
Certified Accountant
Other

Recurring fee income (£):

No. of staff (inc. part time):

No. of clients (exc. self-assessment):

No. of self-assessment clients:

Add Additional Information

* Denotes mandatory field

We understand that succession planning can be a sensitive subject, so please only provide us with the information you feel comfortable with. The details you do provide will help us better understand your needs when we first talk.

First name: *

Last name:

Telephone no: *

Email address:

Region of operation:

I want to...:*

Buy a practice(s)
Buy blocks of fees
Get advice on my best options

I will aquire based on:

Fee income
Location of branch
Staff retention/resources
Company space/premises

Preferred call back date:

Preferred call back time:

If you are happy to offer more information at this stage, please complete the rest of the form below before submitting. Remember; only provide what you are comfortable with.

Type of organisation:

Investment budget (£):

Recurring fee income (£):

No. of staff (inc. part time):

No. of clients (exc. self-assessment):

No. of self-assessment clients:

Add Additional Information

* Denotes mandatory field

We understand that succession planning can be a sensitive subject, so please only provide us with the information you feel comfortable with. The details you do provide will help us better understand your needs when we first talk.

First name: *

Last name:

Telephone no: *

Email address:

I want to...:*

Merge my practice
Get advice on my best options

Preferred call back date:

Preferred call back time:

If you are happy to offer more information at this stage, please complete the rest of the form below before submitting. Remember; only provide what you are comfortable with.

Region of operation:

Type of organisation:

Qualifications:

Chartered Accountant
Certified Accountant
Other

Recurring fee income (£):

No. of staff (inc. part time):

No. of clients (exc. self-assessment):

No. of self-assessment clients:

Add Additional Information

* Denotes mandatory field

We understand that succession planning can be a sensitive subject, so please only provide us with the information you feel comfortable with. The details you do provide will help us better understand your needs when we first talk.

First name: *

Last name:

Telephone no: *

Email address:

I want to...:*

Be a centralised partner
Get advice on my best options

Preferred call back date:

Preferred call back time:

If you are happy to offer more information at this stage, please complete the rest of the form below before submitting. Remember; only provide what you are comfortable with.

Region of operation:

Type of organisation:

Qualifications:

Chartered Accountant
Certified Accountant
Other

Recurring fee income (£):

No. of staff (inc. part time):

No. of clients (exc. self-assessment):

No. of self-assessment clients:

Add Additional Information

* Denotes mandatory field