Accounting practices for sale

This is an established practice in an attractive regional lifestyle location with limited competition. It comes with a loyal and long-standing client base, including a high wealth cohort.The practice is highly profitable (68% before owner remuneration in FY25) and has taken steps over recent years to jettison low return and high maintenance clients. The Principal is supported by a local team with strong client relationships beyond work, who are part of the local community. Opportunities for further growth include more proactive brand building in the region, regular enquiries from potential new clients - including referrals - as well as additional services such as financial planning.

This is an established and reputable one Principal practice in an attractive location. The practice comes with a stable fee base including long standing small business clients (67 clients generate 90% of revenue) and has limited local competition. There is a strong track record of profitability and WIP and debtors are both very low. The Principal is supported by an experienced and productive small team with good direct client relationships. There is potential for further growth capitalising on the strong local reputation.

A longstanding very solid conservative client base representative of HNW and high income families with fees circa $1 Mill.

Positioned in the outer Melbourne East region, this well-established practice boasts a strong client base, predominantly composed of business clients. The Vendor is selling to retire and is committed to ensuring a seamless transition for the purchaser. They are open to discussions about remaining onboard for up to 12 months, providing a comprehensive handover and continuing in a client servicing role to maintain continuity.

This is an established and reputable one Principal practice in an attractive location in Melbournes Eastern Suburbs. The Vendor is looking to sell 100% of the accounting practice and 50% of the financial planning practice. There is a stable base of accounting fees generated from a long standing client base including second generations of client families, with no material financial concentration risk. The financial planning offering is fully integrated with the vast majority of the 42 financial planning client groups being accounting clients. Total Funds Under Management (FUM) are c. $112 million with average FUM per client of c.$2.6 million. The Principal is supported by an experienced team with good direct client relationships. There is potential for further growth including more proactive marketing and expanding financial planning. This practice would be ideally suited to an accounting practice or individual looking to grow a practice with financial planning attached.

Established accounting practice focusing on small business, smsf and investors.

Practitioner wanting to retire. $440,000 in fees. Practice uses Handitax and BGL. Must take over lease on the Premises.

This long established one Principal accounting practice of 25 years is in an attractive location and has a strong reputation in its local market. The practice has grown consistently driven by referrals and has recently added a bookkeeping service which generates just over 10% of fees. Profitability is solid and there is a quality client base of long-term primarily small business clients and several multi-generational family groups. WIP and debtors are both well managed. The Principal is supported by a proactive, multi-skilled and capable team with good client relationships who are available to transfer to the purchaser.

Would suit a Registered Tax Agent looking for an established client base in the Bendigo area which has been serviced by a sole trader working from a home office

This established family office practice caters for a range of families and private clients who have created successful businesses and Investments, and has a reputation for trusted relationships and a high level of service to meet clients complex needs. There are just 15 client groups with average annual fees of c. $45,000 plus significant opportunity for additional regular one off work. The practice also holds a retail AFSL license which can potentially be offered to the Purchaser as part of the sale. Profitability of the practice is strong driven by higher fee generation strategies and a lean cost base. The Principal is supported by an experienced, capable team with direct client relationships who are available to transfer to the purchaser, and the practice is easily relocatable with no requirement to take on a lease.

This long established practice located in Bendigo provides a strong base of Individuals and Small business clients.

Opportunity to have a rural lifestyle in this attractive small town only 90mins from Melbourne and with good access to the ski fields. The town is expanding with new housing estates to cope with the influx of people relocating to the regional areas. The clients are a mix of primary producers, businesses and individuals.