For accountancy firm owners · Pre-exit ready

WE IMPROVE
YOUR PER.

If you are within five years of exit and concerned AI will erode your firm's value before you get there — PERdy uses AI to win you more clients, reduce your costs, and make you the sought-after acquisition at a premium multiple.

Take the exit readiness scorecard → See how it works
23×
Typical client ROI
£6k
Per month
12mo
To measurable uplift
2hrs
Of your time per month
The problem

YOU BUILT SOMETHING EXCELLENT.
BUYERS WON'T PAY FOR EXCELLENT.

They pay for transferable, systematic, and AI-ready. Most accountancy firms are none of these things — not through negligence, but because there was never a reason to think about it until now.

"What happens to the firm when you leave?"
If the honest answer involves your name more than once, a buyer will price that risk. Key-person dependency is the single most common reason firms sell at 4× instead of 7×.
"What's your AI strategy for the next three years?"
This is now standard in every M&A due diligence process. Firms that can't answer it are immediately flagged as disruption-vulnerable. Which translates directly to a lower multiple.
"Can you show me three years of clean management accounts?"
Messy financials give buyers ammunition. Every gap in your reporting is a repricing opportunity for the other side of the table. Clean MI is not housekeeping — it's a negotiating tool.
"How much of your revenue is recurring or contracted?"
Project-based revenue looks fragile. Relationship-based revenue looks like it leaves with the partner. Neither commands a premium multiple. Systematic, evidenced recurring income does.
What PERdy does

THREE LAYERS.
ONE COMPOUNDING OUTCOME.

PERdy is not a consultancy. It is a configured AI operating system, assembled from existing tools, delivered and managed for you. You see results. We handle everything else.

Layer 01
REVENUE
GROWTH
15–25% revenue increase within 12 months. Acquirers pay for trajectory — a firm growing commands a materially higher multiple than one that is flat.

Client revenue intelligence

AI analyses your existing client base and identifies the upsell and cross-sell revenue you are already leaving on the table. Most firms find 15–25% more revenue in relationships they already have.

New client acquisition engine

AI-powered content for you, proposal generator — brief in, polished proposal out in 20 minutes — and a pricing optimiser that benchmarks your rates against the market.

Referral programme

Systematic referral request sequences, tracking, and follow-up automation. Your best clients are already your best source of new business. PERdy makes that systematic.

Layer 02
COST AND
MARGIN
20–30% reduction in partner time on administration. A 5-point EBITDA margin improvement on a £6m firm adds £2.1m to exit value at a 7× multiple.

Document automation

Engagement letters, onboarding packs, AML/KYC documents, proposals, standard correspondence — all generated automatically. Eliminates the largest time drain for most partners.

Workflow automation

Meeting prep briefs from the client file before every meeting. Post-meeting summaries, action lists, and follow-up drafts ready for your review within minutes.

Reporting automation

Monthly management accounts narrative, client-facing report commentary, internal KPI dashboards — auto-generated from your existing Xero, QuickBooks, or IRIS data.

Layer 03
EXIT
READINESS
Multiple improvement from 4–5× to 6–8× EBITDA. The difference on a £6m firm is £3.36m of additional exit value. This is the layer that everything else feeds.

Knowledge capture system

Monthly AI-facilitated sessions extract your institutional knowledge into a living operating manual. The business that runs without you sells for twice the business that doesn't.

MI dashboard

Board-quality management information, real-time. Revenue, margin, pipeline, client NPS — in a format that is acquirer-ready from day one. When due diligence starts, your data room is already built.

AI strategy narrative

A documented, evidenced AI roadmap built from your actual Layer 1 and 2 implementation. The answer to the due diligence question — backed by your own data.

The numbers

THE ROI IS NOT SUBTLE.

This is not a cost. It is the highest-returning investment a pre-exit accountancy firm owner can make — and the maths is straightforward.

PERdy total cost — 24 months
£144k
£6,000 per month. All three layers delivered and managed. Two hours of your time per month. Everything else handled.
Additional exit value created
£3.36m
The difference between a 5× and 7× multiple on £1.68m EBITDA. This is the conservative case. Layers 1 and 2 improvements compound this further.
ROI on your investment
23×
Net gain after all PERdy costs. One firm. One exit. The numbers work at every scale within our target market.
Example firm
£6m revenue · 28% EBITDA · 5yr exit horizon
Without PERdy
5× multiple → £8.4m exit
→
With PERdy
7× multiple → £11.76m exit
How it works

TWELVE MONTHS TO A
FUNDAMENTALLY DIFFERENT BUSINESS.

PERdy is not a project. It is a managed programme with a defined outcome: a business that commands a premium valuation, with the evidence to prove it.

Month 1
ONBOARDING
  • Full exit readiness scorecard baseline
  • Existing tools and data audit
  • Quick wins identified
  • First client revenue intelligence run
Months 2–3
FOUNDATION
  • Document automation live
  • MI dashboard operational
  • Knowledge capture begins
  • Referral programme running
Months 4–6
GROWTH ENGINE
  • New client acquisition running
  • Workflow automation embedded
  • Scorecard improving monthly
  • Revenue uplift measurable
Month 12+
EXIT READY
  • Data room documentation complete
  • Buyer identification and approach
  • Exit narrative polished and evidenced
  • Introduction facilitation when ready
Who PERdy is for

YOU KNOW WHICH ONE
YOU ARE.

"AI is changing everything. I don't know if my firm will be worth what I thought it would be when I'm ready to sell."
The Worrier · AI disruption risk
"I had a conversation with a potential buyer. The number they mentioned was lower than I expected. I didn't know how to push back."
The Stung · Valuation gap
"I've never actually sat down and worked out what my firm is worth to a buyer. I know it's valuable. I just can't quantify it."
The Unknowing · Value discovery
"I want to exit in three to five years and I want to do it properly. I need a structured plan to get the business ready."
The Ready · Sale readiness roadmap
Why PERdy

THREE MEANINGS.
ONE OUTCOME.

P
Price
The number a buyer puts on your business. PERdy increases it.
E
Earnings
Your EBITDA. PERdy grows revenue and cuts costs — both improve this.
R
Ratio
The multiple a buyer applies to your earnings. PERdy improves this too.

PER — Price Earnings Ratio — is the number that determines what your business is worth at exit. Every accountancy firm owner within five years of sale should know their PER and be actively improving it.

Most don't. That is what PERdy fixes.

The PERdy model

SIMPLE. MANAGED.
MEASURABLE.

£6k
Per month. All three layers delivered and managed. Two hours of your time. Everything else handled by PERdy.
20+
Points of EBITDA improvement typically achievable across Layers 1 and 2 combined. Every point compounds into exit value at your multiple.
2hrs
Your monthly commitment. One strategy session. Everything else is us. You keep running your firm. We make it worth more.

FIND OUT WHERE YOUR FIRM STANDS TODAY.

The PERdy Exit Readiness Scorecard takes 8 minutes. It gives you a score out of 40, your three biggest gaps, and an honest picture of what your firm is worth to a buyer right now.

Take the free scorecard → Book a conversation
No pitch. No deck. A conversation about your firm and your exit.