Three key things are required to improve value – improve cash flow, reduce risk, and generate growth. Ultimately value is created by cash flow (real profitability) and risk management. All of these can be controlled by owners and managers, and must be the focus of your wealth creation plan.
Over the past 34 years, the principal has carefully built a highly loyal and valuable client base, with the practice currently operating from a serviced office in Northeast Adelaide. As the principal transitions to retirement, a significant opportunity has emerged to acquire a strong and established parcel of client fees. This quality client list comprises approximately 92 clients and generated $377k in professional fees in FY25.