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Recent Practices

LISTED THIS WEEK

Perth Outer Southern Suburb $350K

This established practice generates $350K in recurring fees from a client base consisting of ITR & SME clients. The services provided to the client base are primarily Tax & Compliance and the practice operates on HandiSoft cloud based system. The vendor operates from a home office and the fees can be relocated and tucked into an existing nearby practice location.

Perth WA $900,000 in fees

A long established and well regarded two Director practice in an attractive Perth location. This practice comes with a track record of fee growth driven by new clients (word of mouth) and growth in existing clients. There is a high quality client base of small businesses and former business owners with high private wealth. Just 48 client groups make up 86% of FY25 fees with an average of c.$15,000+ per client. The Directors are committed to a smooth transition (one is looking to continue long term) and are supported by a team who work exceptionally well together. The current lease expires March 2027 providing flexibility for relocation down the track.

Brisbane Acquisition Opportunity

The Practice has operated for more than 30 years and was founded by the Principal following six years experience as a Manager in a second-tier accounting firm. Commencing as a sole practitioner with no initial client base, the Practice has grown organically through referrals and word-of-mouth, with a focus on small to medium-sized businesses. The firm has demonstrated consistent and stable financial performance, with FY26 forecast revenue of $945k and EBITDA of $321k.

Western Australia $3.6million in fees

Rare opportunity to merge with a highly regarded multi-owner practice based outside of Perth. The owners are anticipating a sale of a minimum 51% of the business but are flexible around the quantum. The practice comes with a solid track record of fee growth and an attractive client mix of small businesses and c.185 SMSFs. There is low client concentration risk with the largest client representing c.2% of FY25 fees. Profitability is healthy and there are numerous specific opportunities for further growth and increased profitability. The owners are supported by a longstanding team (a number hold equity) who have good relationships with clients. The ideal merger partner will be larger than our client, well-positioned to add more value to clients through broader capability, and able to create additional frontline capacity through an efficient back office and processes.

National UK/Australia Cross Jurisdictional $2 million in fees

A highly regarded UK/Australia cross jurisdictional tax advisory and compliance firm. The practice has a strong reputation for providing high quality and reliable services. A highly effective marketing engine and industry referrals generate 30-40 weekly enquiries which the practice is currently resource-constrained to service. The Vendor sees the potential for the Business to grow into a $10m+ revenue firm with the right backing and stewardship. Significant growth opportunities include accelerating organic growth of the existing core business, acquisition of boutique UK/Australia cross jurisdictional practices (the Vendor is well-networked in this space); and expansion into other cross jurisdictional territories including New Zealand, Canada, US, India and China. The Vendor is supported by a strong, client-focused team including senior members with a high level of domain knowledge. The practice is headquartered in an East Coast capital city with clients across Australia.

Brisbane $1.9 million in fees

An incredibly efficient and effective suburban accounting practice. This longstanding firm has a strong track record of growth and a consistently high net profit margin above 80% (before Vendors remuneration). The client base is high quality and long term, mainly comprising professionals, investors and small businesses, with minimal concentration risk. Billing is value based, while WIP and debtors are both well managed (16 days each at 30 June 2025). The Vendor is committed to a smooth transition to new ownership. The practice is in an attractive location and there are a range of options regarding the premises. Further growth opportunities include business advisory as well as bringing financial planning in-house (currently referred out). This is ideally suited to a buyer who recognises the value in the firm and how it operates and can sustain this while adding more value to clients.

Melbourne South East $480,000 in fees

Part of an established and well-known practice in a longstanding and attractive location. The Vendor is one of three practitioners operating independently but under a common brand with a shared back office (managed via a separate service entity). The Vendor has achieved a steady track record of fee growth and very high profitability (76% before Vendor remuneration in FY25). Debtors are also well managed. There are a diverse mix of long-term small business clients with minimal concentration risk. Clients are well trained, making workflow smooth and easy to manage which is supported by a very experienced administration team. The Vendor only works four days per week and takes five weeks annual leave. Further opportunities include building capacity to take on more work and business advisory.

NSW Central - West Regional Opportunity

The practice is a long-standing accounting firm with a 47-year history and is forecast to generate $2.64m in professional fees and Normalised EBITDA of $535k in FY26. With a stable SME client base, strong long-term relationships and consistent enquiry-driven demand, the firm offers an immediate earnings platform and clear growth runway for an incoming purchaser.

Sydney Acquisition Opportunity

The practice is a well-established accounting and advisory firm with strong, long-standing client relationships and a consistent record of organic growth. Servicing 187 client groups across diverse industries, the firm delivers tax and compliance, SMSF, advisory, and audit services, with increasing emphasis on succession and estate planning. For FY26, the practice is forecast to generate $1.4m in professional fees and approximately $321k in EBITDA after allowing for a commercial Principal salary of $180k, reflecting a profitable, stable, and scalable single-principal practice with capacity for continued growth.

Queensland South East $4.85 million fees

A long established and highly regarded suburban practice, attractively located amidst strong population and business growth. The practice comes with a strong track record of organic growth driven by referrals, healthy profitability, and a high-quality base of long-term SME clients. Just 205 clients account for 87% of the fee base at an average of c.$20,000 per client. There is low client concentration risk and major client relationships are dispersed across the senior team. Significant opportunities for further growth include more structured and proactive business advisory, introducing financial planning and better leveraging technology and automation.

QLD Accounting Firm - generating $500k in fees

Modern full service accounting firm with projected FY26 turnover of $450k-$500k in fees. Servicing quality SME and property investor clients with strong monthly recurring revenue, low overheads, and established systems. Operates primarily online with serviced office access in Brisbane and Noosa. Ideal lifestyle practice or bolt-on acquisition with growth upside and owner transition support available.

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