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 primarily serves SMSF clients (95%), while the independently operated Financial Planning division caters to high-net-worth individuals. With robust systems and efficiencies in place, the practice delivers an EBIT of approximately 40%.

Further practice details are forthcoming from the Vendor, with FY25 projections anticipating further growth. Both partners are committed to a smooth transition, with the Accounting partner willing to remain for 5+ years and the Financial Planning partner available for 2 years post-sale.

The Vendor seeks a purchase price of approximately $7.2M and welcomes inquiries from genuine, qualified buyers only with CV provided.