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Wills And Estate Planning Practice In Suburban Southampton
Southampton, Hampshire, South EastIdentity protected
Available
About this business
A private client practice in a Southampton suburb that drafts wills, sets up trusts and powers of attorney, and administers estates for local families. It was set up in 2023 and has seven staff in a leased office.
Turnover has grown every year, from £630k to £680k, and adjusted EBITDA from £98k to £111k. Net profit is £83k. At £700k the asking price is slightly above a year's fees, reflecting the stored wills and steady demand.
Key investment highlights
- Wills, trusts and attorneys
- Turnover up every year since 2023
- Team of seven
- Adjusted EBITDA of £111k
Reason for sale
The founders are moving to a firm in London and are selling the practice.
Nothing flagged on the two questions buyers ask first
No flagRevenue going backwards and one client being too much of it are the two things that end most deals in due diligence. Both are shown here up front, from the figures the seller supplied.
- Revenue directionNo flag
Turnover rose +3.0% in 2026.
- 2023: baseline
- 2024 (+3.2%)
- 2025 (+1.5%)
- 2026 (+3.0%)
4 years of turnover, 2023 to 2026, as supplied by the seller.
- Client concentrationNot stated
The seller has not declared what share of revenue the largest clients represent.
No declaration supplied. Client concentration cannot be derived from accounts.
These are observations from the supplied figures, not a view on whether this business is worth buying. Nothing here predicts an outcome.
Computing valuation...
What happens next
Submit an enquiry to the seller. Once they approve it, you sign a non-disclosure agreement and gain access to the information memorandum, the financials and a secure deal room with the seller.