Sole Trader Tax Agent want to purchase more client, bookkeeping, SMEs, Tax Return for Individual/ company,smsf.

Annual fees of approximately $91,000+GST and growing. Tax accounting, returns, and business advice offered in conjunction with personal financial planning advice. Income returns represent 45% of total fees. Practice located in Spring Hill but could be run remotely. Vast majority of clients engage online. The balance of fees are from Company / Partnership / Trusts / SMSF / Audit / ASIC. Roughly 230 clients in total. All clients housed in Handitax, SMSF clients in BGL, and financial accounting in Xero. Clients are substantially under-served and there is ample opportunity to double fees from offering clients other services. Existing firm principal constrained by other business activities (financial planning, research, etc.). Price negotiable. Full client and book details available.

Looking for Principal/s who are looking to sell as part of their Succession Plan

Well established practice with loyal clients base, holding two tax agents registration, Full Australian Financial Services (FASL), Full Australian Credit Licence (ACL) and also NSW Real Estate Licence seeking business partner/ sell/ merge to expand Financial Planning Services, SMSF Space superannuation, Finance Home/ Car/ Personal Loans, Accounting & Taxation Services and Property Services

Well established practice with loyal clients base, holding two tax agents registration, Full Australian Financial Services (FASL), Full Australian Credit Licence (ACL) and also NSW Real Estate Licence seeking business partner/ sell/ merge to expand Financial Planning Services, SMSF Space superannuation, Finance Home/ Car/ Personal Loans, Accounting & Taxation Services and Property Services

I am looking to transition to retire over the next couple of years and would like the opportunity to stay employed on a consulting basis only and merge with another practice who can look after the future needs of my clients

We are a fast growing Tech Savy accountancy practice with offices in Sydney and Melbourne. We are actively looking to buy or merge practices up to $2 million. If you are looking to exit your practice or get involved with a modern progressive firm we would be keen to have a talk with you .

If you have an accounting practice in the Hornsby Area and predominately work with Business Clients and SMSF's and your considering exiting the industry then this is a great opportunity for you. You may be considering exiting over an extended time period or perhaps in a short time frame. You choose the option that is best for your lifestyle. We can work together to identify the option this the for you. Why not contact us us today to discuss what options are the best for you to exist the Industry. We specialise in Business Service/Tax Compliance and SMSF Compliance and Audits. We are also able to transition your team and ensure the clients are well serviced in the future. If you would like a smooth transition to your retirement and would like to explore the options please contact us for a confidential discussion about purchasing your practice. We are a serious cash buyer and able to make a fast decision with no fuss. Contact us today for a confidential discussions.

We are a boutique chartered accounting firm in the inner Eastern suburbs of Melbourne. After succesfully integrating with a sizeable sole practioner practice 3 years ago, we are looking to elevate our growth journey. We are looking to work with a practice owner looking to either sell their practice/fees or transition into retirement. Partners from previous practices we merged with are still engaged in the practice with arrangements that suit their retirement goals. Happy to offer mutually benefecial and flexible arrangements. Feel free to get in touch for a confidential discussion.

We are a well established accounting practice in the Glen Waverley area looking at purchasing or merging with an accounting practice with fees from $250K upwards. Will suit practitioners who want a smooth exit or be connected with a team to deal with complex client matters.

Looking for acquisition opportunities on the Northern Beaches providing a successful model for transition including a retirement phasedown strategy for our aging accountants.

Experienced CA Tax Agent seeking to acquire practice or parcel of fees. Targeting fees from Individuals with rentals to Business fees. Have excess capacity with own revenue looking to grow through acquisition fees of $100,000 to $500,000.

SMSF can be an issue for smaller firms and sole practitioners. You want to help your client but are concerned about the very real regulatory risks. If you send your client to another firm there is the chance the personal or business tax work will be lost too. RPD Group Advice offers A-Z services for SMSF trustees - set up and structure, investment advice, property analysis, risk insurance, estate planning, management advice. We are looking to buy SMSF fees from accountants who need a guarantee that the client's tax work stays with them! Location is no barrier. Please feel free to phone Lisa on 0410 419 505

There is a way to increase revenue under your brand with minimal additional workload or investment. It involves growing the revenue generated from your existing clients by offering extended financial services, such as financial planning. But instead of bringing on a financial planner yourself and the associated licenses etc, we offer the opportunity create an arm of your brand without the on costs, responsibility and compliance.You receive a share of the revenue generated from the clients brought into the new arm of your business and we do all the work. Your Financial Planning arm could enhance the financial services offered to your clients by including a wide suite of financial planning services including: * Estate Planning services, * Super including SMSFs, * Direct Investment in the Warren Buffett style, * Protection including Income Protection for trades and succession planning for business owners. Your business would increase revenue plus generate a higher multiple when it comes time to sell. This structure benefits both practices with minimal additional workload on the accounting practice. If you are looking for a way to grow your business, we are more than happy to discuss our offering in further detail with you.

We are looking to purchase an existing practice. Mainly focused on business clients and Superfunds, but will look at any variation of client mix and fee base. Please reach out for an initial discussions.