Practices for sale

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 established bookkeeping practice is fully remote and highly relocatable. It has a consistent track record of growth and strong profitability from a loyal and diverse client base Just 56 clients make up >98% of FY24 fees with an average of c.$10,000 per client. The practice is fully cloud-based, uses Xero and runs efficiently enabling clients in a diverse range of locations to be serviced by a team who work from home. The Vendor is committed to a smooth transition and is supported by an experienced, stable team providing high quality services with direct client relationships.

This established boutique bookkeeping practice is fully remote and could, in theory, be run from anywhere. It has experienced strong growth predominantly through word-of-mouth referrals. C.60 clients make up > 95% of fees with an average of c.$5,500 per client, and all are on monthly retainers. The practice is well run with healthy profitability and a consistent and efficient way of working that is embedded with clients when they start. The Vendor only works part-time and is supported by a proactive and capable team who manage clients directly.