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Case study · Acquisition Engine

Finding the firms
worth buying

Every UK accountancy, audit and tax practice in one universe, scored against each buyer's brief, with a pipeline, outreach, deal room and offer model behind it. Now a product in its own right — any acquirer can sign up and run their own search.

The brief

Buying an accountancy or audit practice starts with a list, and most lists are rubbish. A Companies House industry-code filter gives you breadth and nothing else — tens of thousands of companies, no idea which are real practices, no idea of size, no idea whether the owner is sixty-four or thirty-four.

So the engine layers its sources. Companies House gives the breadth: every active firm under the accountancy, bookkeeping and tax codes that has actually filed accounts. The statutory audit register gives the one fact that cannot be self-declared — who is registered to audit. Officer records give ages and succession signals; filed accounts give headcount. Each layer fills what the last one could not.

The rule that matters most is what the engine refuses to do. If a phone number, email or website can't be confirmed from a primary source, the field stays empty and the firm stays where it is. A blank beats a wrong number, because a wrong number wastes the one approach you get.

What we built
  • A weekly sweep of the statutory audit register, by region, giving a list of firms that verifiably do the work
  • A Companies House scan used for signals rather than identification — partner ages, succession risk, filing patterns, incorporation dates
  • Fit scoring across fee income, partner count, succession signals, audit capability and distance from an existing office
  • Contact verification against each firm's own site or the register, with unconfirmed fields deliberately left blank
  • A six-stage pipeline from identified through to under offer, with the count at each stage visible at all times
  • Two programmes on one engine, filtered separately, so an accountancy search and an audit search never contaminate each other
  • Outreach sequencing off the back of the verified list, so the approach happens while the research is still current
The decisions that mattered
01

Breadth from Companies House, facts from the register

An industry-code filter on Companies House produces tens of thousands of companies, many of which aren't practices, because the code is self-declared.

So it is used for what it is: breadth. The statutory audit register — where registration is a fact checked by a regulator — supplies the one thing a code can't, and the two are merged firm by firm. A buyer sees one universe, not two lists.

02

Companies House for signals, not identity

Officer ages, filing history, incorporation dates, appointment patterns.

That's succession intelligence — the strongest predictor of whether a partner might be open to a conversation. Used for scoring rather than for deciding who exists, it's extremely useful.

03

A blank beats a wrong number

Contact enrichment tools will happily return a plausible email for any firm. Most of the industry treats that as a feature.

Here it's banned. If a phone number, email or website can't be confirmed against a primary source, the field stays empty and the firm stays at Identified. You get one approach to a practice owner; spending it on a wrong number is worse than not approaching at all.

04

Two programmes, one engine, kept apart

An accountancy search and an audit-firm search have different criteria and different owners.

They run on the same engine with separate filters and separate pipelines, so neither contaminates the other — but improvements to sourcing, scoring or verification benefit both without being built twice.

48,291UK firms in the universe
3,599on the statutory audit register
8live buying briefs scored against it
14 daysfree, then from £299 a month
Where it got to

The list is the whole job.

Anyone can run an outreach sequence. The difficulty is having a list that's actually the firms you want, with contact details that are actually right — which is why the engine is built to leave gaps rather than fill them with guesses.

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