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LISTED THIS WEEK

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.
LISTED THIS WEEK

This is is an established and reputable one Principal practice in an attractive location. The practice has delivered a strong and consistent track record of growth driven by word-of-mouth referrals and has a good level of profitability. There is a base of loyal, long-term clients including c.60 SMSFs and a large cohort of individual tax return clients who are well prepared, low maintenance, and pay on the spot. Operations are efficient and the practice utilises Xero. The Principal is supported by a capable and collaborative team with good client relationships. This practice would be ideally suited to an individual or an existing practice comfortable with individual clients and/or with a financial planning offering.
LISTED THIS WEEK
For sale: A well-established accounting and bookkeeping business with nearly $100k in fees, servicing 60 long-term, easily manageable clients. Services include Payroll, Bookkeeping, BAS/IAS, Company Returns, SMSF, and Sole Trader Returns.
100% remote, online, phone email. about 700 Ireturns and Sole Traders.
Established accounting practice focusing on small business, smsf and investors.

This well-established Dubbo practice boasts a solid base of long-term clients. As the vendor is selling to retire, the staff have maintained strong relationships with the clientele. The practice features efficient systems and impressive profitability.
Under Offer

This well-established practice operates remotely, servicing clients in the Vic northeast region.
Centrally located private practice in North Sydney with a full fit out and extensively equiped.

Practitioner wanting to retire. $440,000 in fees. Practice uses Handitax and BGL. Must take over lease on the Premises.
Long established Podiatry Practice with Satellite Clinics.

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.
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.
Looking to merge or purchase a book of clients. If you are looking for a succession plan, please reach out.

This exceptional accounting and business advisory practice is expected to generate $2.17m in professional fees in FY25(E) and produce a normalised EBITDA FY25(E) of $1.17m after a market remuneration of $201k. Over the last 8 years, the principal has built a loyal client base, with the current practice centrally located in inner Perth.

Single Pharmacy Town in a growing area.