With a legacy spanning over 30 years, this premier Adelaide-based accounting and wealth management practice presents an outstanding opportunity for acquisition or merger. Generating $4.48m in professional fees for FY25 with an EBITDA of $2.02m, the business is renowned for its enduring client relationships, professional excellence, and multi-generational success.
This practice has been operating for over 25 years and is situated in a vibrant regional area. It maintains strong ties to the local community and has limited competition. Fees are stable and there is a good quality base of long-term clients with a focus on primary producers. Debtors and WIP are well managed. The Principal is supported by a proactive and capable team with direct client relationships and there is potential for further growth through additional advisory services and financial planning. This is an ideal opportunity for an accountant looking for a solid practice to take on and grow.
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