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Recent Practices

Sydney CBD $4.5 million in fees

A rare opportunity to acquire / merge with a leading Sydney CBD-based accounting practice. The owners work in the business and are committed to a smooth transition to new ownership over the medium term with one looking to continue long term and open to retaining equity. They are seeking a sale / merger to facilitate succession planning, enable the delivery of greater value to clients and provide more career opportunities for the team.This is an excellent opportunity to take on a first-class client base and experienced team that would suit either an existing Sydney practice looking to scale up or a reputable interstate firm wanting to enter the market.

Southern Sydney $725,000 in fees

This established one Principal practice has been over twenty years in its current attractive location. Fees are very stable and profitability healthy. The client base is diverse and longstanding with no industry dominance or concentration risk. The Principal is supported by a stable and capable team with direct client relationships. Further opportunities exist through proactive marketing in adjacent untapped industrial and residential areas and additional services such as business advisory. This opportunity is ideally suited to a younger practice looking to scale up or a larger, established firm looking for a straightforward tuck in.

Melbourne $650,000 in fees

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.

South East Queensland $5,000,000 in fees

A rare opportunity to acquire / merge with a leading Brisbane-based accounting practice. The owners work in the business and are committed to a smooth transition to new ownership with two of them to continue long term and open to retaining equity. They are seeking a sale / merger to facilitate succession planning, enable the delivery of greater value to clients and provide more career opportunities for the team.This is an excellent opportunity to take on a first-class client base and experienced team that would suit either an existing South-East Queensland practice looking to scale up or a reputable interstate firm wanting to enter the market.

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