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Boutique Accounting Firm for Sale

Established and trusted for over a decade, Zibis & Co is a thriving boutique accounting firm with a strong focus on empowering women in business. With a loyal client base, growing online programs, and a respected personal brand, this is a turnkey opportunity for a passionate accountant or firm ready to expand with purpose. Based in Melbourne, the practice offers solid recurring revenue, streamlined operations, and a meaningful legacy in financial literacy and empowerment.

Melbourne Outer East - $400K

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.

Western Sydney $345,000 in fees

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.

Melbourne Eastern Suburbs $650,000 Accounting and $160,000 Financial Planning fees

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.

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