LISTED THIS WEEK
Established for over 15 years, this accounting practice has a long-standing client base and strong community connections. It generates consistent revenue of $360k, with an adjusted net profit of $210k.

Practitioner wanting to phase out over a couple of years. Excellent systems with a good team of staff.
Under Offer

This parcel of tax and compliance fees includes a range of client fees from small business clients, ABN holders, sole traders and individuals.
Fee parcel of accounting clients with revenues of $200K - $250K

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

This exceptional accounting and business advisory practice is expected to generate $3.3m in gross profit and a normalised EBITDA $1.08m FY25(E). Established in the late 1960s, the business has move through different partnership arrangements, to lead into todays structure, which is owned by two partners, who are both Directors.
Under Offer

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.

The practice is a well-established firm with a rich history of professional excellence, grounded in strong partnerships and long-standing client relationships. Its journey reflects a commitment to quality and old-fashioned values, positioning the firm as a trusted advisor in its community.
SOLD

$480K Fee Parcel Strong Small Business, Sole Trader & Individual Base | Xero Practice | Senior Staff Continuity
Brisbane based firm looking to sell a batch of clients.

Practice run under management with 2 office locations.
SOLD
Western Sydney $345,000 in fees

This is an established one Principal practice of nearly twenty years in a thriving part of western Sydney. It comes with a stable base of long term clients generating healthy profitability. 92% of FY24 revenue is derived from 59 client groups at an average of $5,800 per client. The Principal works less than full time and is supported by a capable team of local and offshore staff with established work procedures. The practice is based out of the Vendor's home and is readily relocatable across western Sydney, and potentially beyond. There is scope for further growth through marketing and additional services such as estate planning, business advisory and software implementation. This opportunity would suit an individual or an existing firm with the capability to grow the practice and add more value to clients.
Under Offer

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.
Under Contract

Long established 2 Partner firm with $1.7M in fees now looking for an exit strategy. Loyal team of experienced staff.

This outstanding accounting and wealth management business, with expected fees of $2.68 million for FY25(E), has been thriving for over five decades. Located in the Adelaide Hills, the practice is celebrated for its dedicated and professional team that consistently delivers exceptional service to its loyal clients. In 2009, the establishment of the wealth management arm expanded the range of top-tier services offered by the practice.
100% remote, online, phone email. about 700 Ireturns and Sole Traders.
Established accounting practice focusing on small business, smsf and investors.
Under Offer

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

This is a long established and highly reputable one Principal practice in an attractive and growing urban fringe location. The practice comes with stable fees and long-term clients, generates good levels of profitability and has well managed debtors. The Principal is supported by a capable, productive team with strong client relationships. There is scope for growth including organic in the existing client base, new clients in line with the area's economic growth and additional services such as Financial Planning. This opportunity could suit an accountant or small practice looking to grow on the back of an established and well regarded firm, or alternatively the opportunity for a larger firm looking to better leverage the Vendors capability and experience.
Under Contract
A high-performing financial services practice offering Virtual CFO and bookkeeping solutions with a proven track record of delivering strategic financial management across diverse industries.