This well established practice offers a diverse client portfolio comprising both individuals and business clients to $13K. The services provided to the client base includes Tax & Compliance, Bookkeeping, Management Reporting & some Business Advisory. Modern cloud-based systems are in in place along with loyal staffing, providing scope for strong growth potential.
A well-established regional practice with a loyal client base and stable, experienced staff. The client mix reflects a typical regional profile, comprising both individual tax returns and business clients. The practice operates on modern, cloud-based systems, ensuring efficiency and scalability.
Strategically located with high visibility, the practice enjoys a consistent influx of new business driven by its prominent location. The Vendor is requesting a lease be taken on the premises.
Situated in Brisbane South, this acquisition presents a valuable opportunity for the buyer to relocate the practice within the region. The business is supported by robust cloud-based systems and a reliable team. Its diverse client base includes individuals, sole traders, ABN holders, and small to medium-sized enterprises.
This well-established accounting practice offers a robust and diverse client portfolio, comprising both individual and business clients—typical of a thriving regional firm. The majority of clients are aged between 30 and 50, ensuring long-term engagement and continuity.
The practice is supported by reliable staff and underpinned by modern, cloud-based systems that facilitate efficient operations and strong client relationships. A lease is secured until June 2026, though the vendor is open to discussions around relocating the practice into an existing nearby firm if preferred.
This professionally run practice services a predominantly business client base, with a smaller portion of individual returns. Located in the Brisbane East region, the practice is currently operated remotely and supported by experienced staff. It runs on modern cloud-based systems, offering flexibility, scalability, and seamless remote management.
An outstanding opportunity to acquire a highly efficient and well-managed Accounting & Financial Planning practice in Melbourne.
For FY24, the firm boasts $2.9M in total revenue, consisting of $1.3M in Accounting fees and $1.6M in Financial Planning fees. The Accounting division provides Tax & Complicance services and primarily serves high net wealth individuals & business clients, while the independently operated Financial Planning division caters to high-net-worth individuals & SMSF. With robust systems and efficiencies in place, the practice delivers an EBIT of approximately 40%.
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.
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.
