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Practices/Fees for Sale or Purchase

Growing multi-discipline practice - Merge or Acquisition

We are a two equity partners firm based in North Sydney, with multiple shopfront locations (Chatswood; North Sydney; Bondi; Townhall). One partner (CA, SSA) is focusing on accounting services and another partner (FCPA; CFP; SSA, MFAA) is developing in the financial planning and mortgage broking area. There are two financial planners and three mortgage brokers working in the business. We have developed a unique model to develop amplify the fee income while minimising overheads. We are looking for accounting practices to merge or purchase with greater than $1 for $1 offered. We are open to options and they can be 1. Share cost (office / admin / CRM) 2. Share income (from Financial Planning and Broking) 3. Share staff (Our local manager; supervisor or offshore staff) 4. A standard buy/sell transaction 5. A long-tail buy/sell transaction if you or your partner is looking to retire. The options are good for both succession planning or young practice development. Shall we talk?

Location: NORTH SYDNEY, NSW

Fees: $1.50

Practice Type: Tax Agent

Services Offered:

  • Business Service/Tax Compliance
  • Financial Planning

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