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Practices/Fees for Sale or Purchase

Tax and Business Services – Practice for Sale in Shopping Centre

A rare and excellent opportunity has arising for potential purchase of a CPA practice/pop up shop located in NSW’s second largest shopping centre - Macquarie Centre (North Ryde) during tax season (Jul to Oct each year). We have established a strong and loyal customer base of 1000 plus clients since starting there in July 2012. Client base includes a solid mix of individuals (many with rental properties) and small business clients. Many other clients naturally come from the centre’s high foot traffic/exposure, Macquarie University and local business park. Revenue comes from a healthy mix of professional fees, mortgage brokering referral commissions and trailing (over $10M worth of loans from existing clients since Jan 2015) and financial planning commissions. This would either suit a new practitioner wanting to rapidly expand their client base and/or a financial planner wanting to expand their services into the tax area. Existing owner willing to stay a short time for transitional period during the tax season. Revenue stated is for tax season only. Sale of this business is mainly for tax season and individuals only. Please contact us to discuss further.

Location: Macquarie Park, NSW

Fees: $150,000

Practice Type: Tax Agent

Services Offered:

  • Business Service/Tax Compliance
  • Financial Planning

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