Long established practice with Vendor selling to retire. The focus has always been on business clients and their families. There is a good spread of clients from 30ies to 60ies. In the older clients intergenerational change is occurring in the businesses.
Current services are Tax Compliance and Superannuation but there is potential for Succession Planning and Management Accounting. Financial Planning has never been an offering.
Well located in the Northern corridor with premises close to train access for the team of staff. The strata title premises are owned by the Vendor so a Lease is available to suit the purchaser.
Efficiencies could be gained by implementing better software and systems.