Company history/background
The administrative portfolio has been carefully built up over many years and consists of a stable group of SME entrepreneurs, self-employed professionals, and private clients. A significant portion of the clients have been using the services for quite some time, resulting in sustainable and long-term client relationships. In recent years, active acquisition has been deliberately limited, and new clients have been accepted only selectively. Nevertheless, revenue has remained stable and continued to grow. Several new clients were also added to the portfolio in 2026.
The intended sale is related to a strategic reorientation by the owner and the upcoming retirement of a long-serving employee. This presents a natural moment to carefully transfer the portfolio to a suitable successor, with continuity for the clients as the top priority.
Company activities
The administration office provides its clients with a wide range of administrative and tax services, including:
processing and maintaining financial records;
preparation of annual accounts;
preparing VAT returns;
preparing income tax returns;
preparing corporate income tax returns;
drafting and filing of publication documents;
fiscal and administrative support;
other financial and business economic services.
The client portfolio consists primarily of SMEs, self-employed professionals, and private clients. The work is largely recurring on an annual basis.
For tax return practice, Nextens is used, among other tools, with direct links to the Tax and Customs Administration. Exact is used for administrative processing, among other tools.
Unique selling points
The distinguishing factor lies in a stable and loyal client portfolio with many long-term client relationships and a high proportion of annually recurring work. The organization is small-scale and has a personal structure, meaning clients are accustomed to short lines of communication and committed service. Revenue has grown steadily over the past few years, while deliberately engaging in minimal active acquisition.
For an existing administration, tax advisory, or accounting firm, the portfolio therefore offers an interesting opportunity to immediately add approximately €80,000 in structural annual revenue. No staff takeover is necessary, and the fixed costs directly associated with the portfolio are limited.
In addition, there is further growth potential through active acquisition, expansion of services, and further automation of the existing portfolio.
Other
We are seeking a reliable and professional acquisition candidate who wishes to continue providing personal service to existing clients. The portfolio is attractive to an existing administration, tax advisory, or accounting firm that wants to immediately add approximately €80,000 in structural annual revenue. An independent financial professional looking to start or expand a practice is also a suitable candidate.
There is no personnel takeover , as the employee concerned is leaving employment at the end of 2026 due to reaching retirement age. The intended transfer as of January 1, 2027, includes the client portfolio, associated revenue, and website. The company is not being sold.
Shared office space is available upon request, including a fully equipped workstation with a computer and office amenities. A warm and careful handover of clients is negotiable.
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