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.
Under Offer
Modern practice with Xero servicing business clients. All client meetings on teams. Local staff work from home assisted by an overseas team.
Under Offer
Quality practice with cloud based software and Business clients through to $30K in size.Good structure of staff
Under Offer
Well established expanding practice with clients through to $20K in fee size and a strong spread of Business clients in the age groups of 30ies - 50ies.
Under Offer
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.
Under Offer
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.
Under Offer
Well established practice to the region with strong client base and solid staffing. Cloud based systems. The Vendor is selling to retire and will provide a solid handover to the purchaser.
Under Offer
A long established and well regarded two Partner practice in a growing regional hub. This practice has a strong track record of growth with scope for more in the hands of the right buyer. It generates excellent profitability and has well managed billing and cash flow. The practice comes with a high quality, diverse client base of small businesses with few I-returns. The two Partners are committed to a smooth transition to new ownership, including one who is willing to remain with the purchaser for 2-3 years, and are supported by a capable and proactive senior team who have direct relationships with the clients.
A well established firm located in the City of Whitehorse LGA with fees circa $750K.
Under Offer
This is an ideal lifestyle, bolt on, or secondary office practice with fees of $380K.
Highly profitable boutique CBD practice with a stable and diversified SME and Investor client base.
Under Contract
This practice can be managed from just about anywhere! This is a uniquely structured highly profitable practice servicing clients predominately in the Victorian Suburbs and rural regions with fees circa $1.2 Mill.
This long established practice located in Bendigo provides a strong base of Individuals and Small business clients.
Under Offer
Established practice in the heart of an attractive and thriving economic area. The practice has a stable client base, with no reliance on any one client or client group, and two key employees who have been with the firm for more than five years. The business premises (not owned by the Vendor) are well situated with space to grow and close to the freeway. Additional growth opportunities include more proactive marketing and additional services such as business advisory.
Under Offer
Integrated accounting and financial planning practice in an attractive location. This award winning practice has a strong track record of growth. Accounting clients are longstanding and have multiple contact points within the practice. The practice is well run with a high quality and stable local team and is fully paperless and cloud-based. Debtors are very well managed with most clients on direct debit. The financial planning practice was established five years ago to meet accounting client needs. It has grown consistently since and has 64 client groups with recurring fees but is still well short of its potential in the right hands.
Under Offer
Opportunity to take over a quality Business client base of large clients where younger generation is taking over the family business. Vendor looking to retire. Staff have good tenure with the practice. Premises available for lease.
Opportunity to have a rural lifestyle in this attractive small town only 90mins from Melbourne and with good access to the ski fields. The town is expanding with new housing estates to cope with the influx of people relocating to the regional areas. The clients are a mix of primary producers, businesses and individuals.