Accounting Firm - to purchase
Looking to merge or purchase a book of clients. If you are looking for a succession plan, please reach out.
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.
This practice has been operating for over 25 years and is situated in a vibrant regional area. It maintains strong ties to the local community and has limited competition. Fees are stable and there is a good quality base of long-term clients with a focus on primary producers. Debtors and WIP are well managed. The Principal is supported by a proactive and capable team with direct client relationships and there is potential for further growth through additional advisory services and financial planning. This is an ideal opportunity for an accountant looking for a solid practice to take on and grow.
This exceptional accounting and business advisory practice is expected to generate $3.15m in professional fees in FY25(E) and produce a normalised EBITDA FY25(E) of $654k after a combined market renumeration of $555k for the three partners.
A rare opportunity to acquire a leading Regional South East Queensland practice with $3.7 million in accounting and $900,000 in financial planning fees. The Partners are looking to sell to a larger firm to access greater support and facilitate succession planning. They are committed to continuing working for a minimum two years, and to retain some equity over that period, and potentially open to staying longer without the demands of ownership and management.The practice comes with a consistent track record of growth and stable fees from a highly diverse and longstanding client base which has strong overlap across accounting and financial planning. The practice is well managed with strong profitability, low WIP and debtors, and the Partners are supported by an experienced, capable and engaged team with direct client relationships.
Highly profitable accounting firm with strong growth and no fixed-term lease seeking a merger with a larger or equally positioned firm.
This long established one Principal accounting practice of 25 years is in an attractive location and has a strong reputation in its local market. The practice has grown consistently driven by referrals and has recently added a bookkeeping service which generates just over 10% of fees. Profitability is solid and there is a quality client base of long-term primarily small business clients and several multi-generational family groups. WIP and debtors are both well managed. The Principal is supported by a proactive, multi-skilled and capable team with good client relationships who are available to transfer to the purchaser.
A well established, highly profitable, Canberra based accounting practice with fees circa $9.6 Mill seeks full sale.
Sole Practitioner ready to consider options.
This is a highly diversified practice that includes, Financial Accounting, Tax Accounting, Superannuation Fund Administration and SMSF audit.
A long standing business services firm with $700K in fees.This is a well established accounting firm located in the Hills District of Sydney offering a high level of personalised service to its valued clients. Its services include accounting, tax, tax advice, management consulting and SMSF administration. Growth originates through the firms professional and accounting contacts whilst also currently considering the use of outsourcing as well as social media. Financial planning advice is also currently absent from its service offering and may represent a further opportunity.
Would suit a Registered Tax Agent looking for an established client base in the Bendigo area which has been serviced by a sole trader working from a home office
This established one Principal practice has been over twenty years in its current attractive location. Fees are very stable and profitability healthy. The client base is diverse and longstanding with no industry dominance or concentration risk. The Principal is supported by a stable and capable team with direct client relationships. Further opportunities exist through proactive marketing in adjacent untapped industrial and residential areas and additional services such as business advisory. This opportunity is ideally suited to a younger practice looking to scale up or a larger, established firm looking for a straightforward tuck in.
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.
A rare opportunity to acquire / merge with a leading Brisbane-based accounting practice. The owners work in the business and are committed to a smooth transition to new ownership with two of them to continue long term and open to retaining equity. They are seeking a sale / merger to facilitate succession planning, enable the delivery of greater value to clients and provide more career opportunities for the team.This is an excellent opportunity to take on a first-class client base and experienced team that would suit either an existing South-East Queensland practice looking to scale up or a reputable interstate firm wanting to enter the market.
Strong long established practice with modern efficient systems and Xero and XPM. Large quality clients through to $80K in fee size and 60% of the fee base sits Above $10K in fees. Located in a mid-range suburb in spacious modern commercial premises with good on-site parking . There is a strong team of staff who just need a capable leader to replace the retiring practitioner.
Quality practice in Maroochydore with 50% of its fees in the $10K - $40K fee bracket. Only 300 clients in total . Modern practice with efficient systems and all cloud based software Xero.Good team of Accountants and Admin staff. Excellent premises with on-site parking.This practice has been in operation for many years. The current owner is selling to retire but is handing over a practice that is poised to handle substantial growth.
Long established practice with a mix of Individuals and Business clients through to $20K in size. Current owner has done the cloud transformation and there are strong efficient systems in place. Solid Staff structure of experienced Accountants and strong Admin staff. Most clients are in their 30ies, 40ies, 50ies and are growing their businesses.
Profitable practice with quality Clients. Practitioner wishing to relocate after a solid handover of Clients.
A well established firm located in the City of Whitehorse LGA with fees circa $750K.
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