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Practices/Fees for Sale or Purchase

Boutique Accounting & Wealth Advisory firm Joint Venture Opportunities

We are a boutique accounting and wealth advisory firm holding our own Australian Financial Services License (AFSL) we are looking to partner with accounting firms to provide a unique wealth advice solution for your practice. No need for expensive licenses but plenty of opportunity to provide a wealth solution for your clients and create a new revenue stream. Accountants are well placed to provide this advice now many other providers are leaving the market. This additional offering cements your relationship with your client as the Trusted Advisor. A Joint Venture means we can provide a solution that is good for you and your client and meets your particular circumstances without the concern of a referral partner perhaps taking all the clients work. Or if you cant provide the service some other accountant will taking all the business including the tax work. If this is of concern to you then contact us for a solution.We can also assist with business development in the wealth area enhancing your offering more to your existing clients. Please contact us to discuss further.

Location: Sydney, NSW

Fees: $1,000,000

Practice Type: Accountant

Services Offered:

  • Financial Planning

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