
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.

$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.

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.

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.

Vendor looking to retire but would give a solid handover of Clients.

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.

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.
100% remote, online, phone email. about 700 Ireturns and Sole Traders.
Established accounting practice focusing on small business, smsf and investors.
Under Offer

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.

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

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.