Stephen Jones, a seasoned Northern Beaches accountant, recently opened up about merging his practice, and his biggest takeaway is refreshingly simple: start earlier than you think you need to.

Selling an accounting practice can be a daunting process, especially after dedicating decades to building a thriving business in Victoria. Deanne Thomas, a seasoned accountant with 45 years of experience and a sole practitioner since 1998, recently embarked on the journey to transition her practice of 28 years.

Discover the invaluable lessons shared by Robert during our recent practice succession workshop in scenic Noosa. As he candidly reflected on his decision to retire and the steps he took to sell his accounting practice, Robert’s story sheds light on the importance of preparation, cultural fit, and working with the right advisor.

Practitioner, Colin Wisemantel, talks about his practice succession as the owner of Professional Client Services.

Stephen Hall and Gavin Thomson, the founders of Thomson Hall, a firm in Sydney's south-western suburb, talk about their practice succession.

George Ferizis talks about his practice succession as the founder of George Ferizis & Co., a high-quality boutique advisory practice in Syd