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Practices/Fees for Sale or Purchase

Financial Planner expanding into accounting

We have been in practice for 15 years and are 100% fee based. We have previously referred out all of our accounting work. We're looking to expand into the accounting space as we have a number of executive and business clients that need servicing and we're taking on about 60 new clients per year. We currently have 70 SMSF. We are looking for either an experienced accountant to join the firm with a view to equity ownership in a new accounting arm or a small firm to work from our premises with a view to being an equity participant. Sydney CBD location with a young and energetic team in place. This is definitely a fast track to growing your business where you can leverage our clients to help us building a successful and sustainable accounting practice.

Location: Sydney CBD, NSW

Fees: $250,000

Practice Type: Accountant

Services Offered:

  • Business Service/Tax Compliance
  • Financial Planning

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