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Case study · Acquisition Engine

Finding the firms
worth buying

Two acquisition programmes, one engine: sourcing candidate practices from public registers, scoring them for fit, and refusing to record anything that hasn't been verified.

Acquisition engine
Acquisition engine
The brief

Buying an accountancy or audit practice starts with a list, and most lists are rubbish. The standard approach — filter Companies House by industry code — produces thousands of firms that aren't practices at all, because the code is self-declared and nobody keeps it current.

We found a better source and built the engine around it: the statutory audit register, where registration is a fact rather than a claim. Companies House then gets used for the signals it is genuinely good at — officer ages, filing history, incorporation dates.

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
1,284firms in the register
212that fit the criteria
146with contact verified
2programmes running on it
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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