Sydney North West Suburbs $800,000 in fees
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This is an established two Principal practice in an attractive suburban location. There is a stable fee base with strong and consistent levels of profitability, and a good quality base of long-term clients including 68 SMSFs. There is low concentration risk amongst the clients. The Principals are supported by a small team who are longstanding, capable and with good client relationships. There is an opportunity to grow the practice through more proactive marketing, expanding advisory services, and taking on walk-ins and referrals which the Principals have not prioritised in order to keep the practice at a manageable level for them.