Case study · Buzz Accounting
A spreadsheet of maybes, turned into 2,066 scored firms
Buzz Accounting buys small English practices and fee blocks from principals approaching retirement. The constraint was never money. It was knowing which firms to call.
Before
A list of firms someone had heard of, in a spreadsheet, with no way to tell a good target from a name. No fee estimate unless somebody had asked. No idea which principals were near retirement. No contact details beyond a switchboard number, and no record of who had already been approached.
The mandate
- English practices and fee blocks up to £200k of gross recurring fees
- Principals at or approaching retirement, with no obvious successor
- Independent firms rather than branches of national brands
- Excludes Northern Ireland, which is a separate mandate
What changed
The work that used to be guesswork is now a filter, and the work that used to be manual is now a record.
Every firm has a reason
2,066 firms sit on the board with a score, a breakdown behind it and, for the ones that did not make it, the reason they were excluded. A shortlist is now an argument rather than a hunch.
Retirement is visible
Principal age and succession signals come from filed officer records, so "who is thinking about getting out?" is a filter rather than a conversation at a golf day.
389 firms you can actually write to
Contact details are crawled and proved against each firm's own domain. Nothing was bought, and nothing was guessed from a name pattern.
Where it stands
The pipeline is built and the outreach is not yet running on this mandate — the first wave went out on a different one. So the honest claim is about origination, not about completions: a target universe that did not exist six weeks ago now has 2,066 scored firms in it, 389 of them contactable, with every score explainable.
See it on your own mandate
The most useful demo is against a real brief — what you are buying, where, and at what size. You will see your own long list, not a demo account.
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