The company is an expert provider of consultancy services within specialist areas of tax relief, including R&D.

Priding itself on its exceptional services and working closely with clients to understand their requirements, the company ensures that all potentially eligible projects undergo a rigorous scientific and technical assessment, that financial calculations are in full compliance with UK tax legislation, and that claims are fully substantiated.

The company invests in the best technology and has developed a highly sophisticated online client claim portal and an effective referral platform.

The business is now being offered for sale to enable the non-active founding shareholders to retire.

Key Highlights

– Serves SMEs across the UK, having developed long-standing relationships with a range of clients.

– Clients are retained on contracts typically for an initial five claims, ensuring repeat revenue.

– Scope to include additional complementary services to create further revenue streams.

– Investing in a client survey and understanding client behavioural data could enable the company to create effective targeted marketing campaigns.

– Managing Director and second-tier management team in place that can undertake daily operations with minimal oversight.

Financial Highlights

-Turnover of £3.1m in YE22 with an adjusted EBITDA in excess of £1.1m.

– YE23 projected turnover of £2m and an adjusted EBITDA of £750k.

– Projected turnover of circa £2.4m for YE24 with an adjusted EBITDA of £840k.