Define the Surrey practice you can integrate
A county-wide search can hide important differences in travel, client expectations and staffing. Explain which parts of Surrey are practical for your team, whether a wider South East search works and how often you expect to meet clients in person.
Specify a sustainable recurring-fee range rather than relying only on total turnover. A whole practice, a specialist client portfolio and a smaller block of fees can require very different amounts of management and integration time.
Questions for a Surrey acquisition
- Can your existing team service the clients without an unrealistic increase in workload?
- Would you retain the seller’s office, move the work or agree a hybrid arrangement?
- How important is the seller’s personal presence to client retention?
- Are fees, service expectations and software compatible with your operating model?
- Does your funding leave room for integration costs as well as the purchase price?
What to send Peter
Include your preferred locations, target GRF range, services, staffing and premises preferences, funding position and timetable. Explain what you can offer a retiring owner’s clients and staff. Do not send confidential client information with an initial enquiry.
Check availability before making plans
Any Surrey opportunity on the main practices-for-sale page is indicative and subject to availability and seller approval. Peter confirms the current position and suitability before releasing further information under appropriate confidentiality arrangements. If nothing suitable is available, a registered brief can be considered for future matches.