Accounting

For Sale

This quality accounting and wealth management business generates just under $1m in fees in FY22.

Legal

Under Offers

This exceptional legal practice will generate $2.75m in professional fees FY22(F) and deliver a normalised EBIT of $1.06m.

Accounting

Under Offers

This exceptional integrated financial services business, located on Sydney’s north shore, has a proud history servicing business clients across Sydney and around Australia.

Accounting

For Sale

This exceptional accounting and business advisory practice generated an EBITDA of $296k (after principal’s market salary), from $1.175m in professional fees.

Accounting

NSW - Inner West

Experienced | Boutique | Friendly

Accounting | Tax | Compliance

Prof. Fees: $330k

Clients: 1600

Sole Practitioner

FTE: 1

22

Page Information Memorandum 

This suburban accounting practice is expected to generate $330k in professional fees this year (FY22E). Over the last 20 years, the principal has built an extremely loyal client base, providing tax and compliance services.

Accounting

QLD - Southern suburbs, Brisbane

Quality | Experienced | Focused

Accounting | Tax | Compliance | Advisory

EBITDA: $547k

Client Groups: 269

Sole Practitioner

FTE: 8.3

38

Page Information Memorandum 

This practice is an exceptional accounting and advisory firm that has forged a quality reputation over 27 years. From
humble beginnings in 1994, the practice has grown steadily, to today employing 10 staff (FTE 8.3), with revenues of
$1.91m FY22.

Accounting & Legal

NSW - Sydney CBD

Professional | Client Focused | Quality

Accounting | Tax | Legal

Professional Fees $1.91m

Client Groups: 550

Partners 2

FTE: 12

42

Page Information Memorandum 

Over the last two decades, the practice has provided
accounting, tax, legal, business advisory and wealth solutions to a range of business owners and professionals alike. This year, the business will generate $1.91m in professional fees.

Accounting

NSW - South West Sydney

Professional | Experienced | Quality

Accounting | Tax | Compliance

Professional Fees $585K

Entities: 473 | SMSFs: 28

Partners: 2

FTE: 3

37

Page Information Memorandum 

This quality practice commenced in 1990, focusing on small to medium business clients, and this has continued through to today, where the business generated $585k in professional fees for FY21.

Accounting

QLD - Eastern suburbs, Brisbane

Professional | Caring | Accessible

Accounting | Tax | Compliance

Prof. Fees: $567k

Client Entities: 1,300

Sole Practitioner

FTE: 4

42

Page Information Memorandum 

From humble beginnings back in 1988, the practice has grown steadily as it has provided professional accounting and tax advice to a wide range of individual, companies, partnerships, trusts and SMSFs, always seeking to deliver the best outcome for clients.

Accounting & Financial Planning

NSW - Western Sydney

One of Australia’s most profitable practices

Accounting | Tax | Compliance | FP | Lending

EBITDA: $4.06m

Client Groups: 300

Sole Practitioner

FTE: 7

21

Page Information Memorandum 

From humble beginnings, our client has built a remarkable business that would be the envy of most, if not all accounting practitioners around the country. From headlines EBITDA numbers of $4.06m (after salary) , resourced with 7 FTE staff as a sole practitioner is truly remarkable.

Accounting

NSW - Western Sydney

Accounting Client List

Accounting | Tax | Compliance

Prof. Fees: $592k

Clients Entities: 192

Sole Practitioner

FTE: 1

24

Page Information Memorandum 

The practice generated $143k in net revenue last year and will achieve a similar result this year. Within the practice there are some excellent clients, with the top 10 business clients representing approximately 50% of total revenues.

Accounting

NSW - Eastern Sydney

Experienced | Accessible | Quality

Accounting | Tax | Compliance

Prof. Fees: $416k

Clients Entities: 250

Sole Practitioner

FTE: 2

25

Page Information Memorandum 

This sole practitioner business generated $416k revenue last financial year. The business operates with two full time staff and a casual accountant available as required, primarily to complete bookkeeping work.

Accounting

QLD - Moreton Bay

Professional | Attentive | Experienced

Accounting | Tax | Compliance

EBITDA: $208k

Client Entities: 515

Sole Practitioner

FTE: 1.4

26

Page Information Memorandum 

This sole practitioner business generated $648k revenue last financial year and delivered an exceptional $208k Normalised EBITDA after principal remuneration, with experienced, quality staff.

Accounting

NSW - Lower North Shore, Sydney

Professional | Profitable | Portable

Accounting | Tax | Compliance

EBITDA: $219k

Client Groups: 138

Sole Practitioner

FTE: 4

35

Page Information Memorandum 

This exceptional accounting and business advisory practice generates $790k in professional fees. The principal has built an extremely loyal client base. The business is ably supported by a quality, professional team.

Accounting

NSW - Lower North Shore, Sydney

Professional | Accessible | Quality

Accounting | Tax | Compliance

Prof. Fees: $300k

Client Entities: 114

Sole Practitioner

FTE: 1

23

Page Information Memorandum 

This sole practitioner business has produced
professional fees for the last three years on average of $318k. The business is a solid accounting practice, located in a growth area, with a relatively mature client base, who have accumulated significant net assets through their lives.

Accounting

QLD - Sunshine Coast

Professional | Passionate | Experienced

Accounting | Tax | Compliance | Advisory

EBITDA: $226k

Client Groups: 143

Partners: 2

FTE: 3

29

Page Information Memorandum 

This two partner, regional business generated $856k revenue and delivered a normalised EBITDA (after partner salary) of $226k, servicing primarily business clients with experienced, quality staff.

Accounting

VIC - Inner-city, Melbourne

Professional | Friendly | Quality

Accounting | Tax | Compliance | Bookkeeping

Prof. Fees: $592k

Client Groups: 367

Sole Practitioner

FTE: 4

31

Page Information Memorandum 

This sole practitioner business provides accounting and tax services to both business and individual clients. The business generated $592k in Professional Fees with quality high staff.

Accounting & Financial Planning

NSW - Newcastle

Experienced | Friendly | Professional

Accounting | Tax | Compliance | FP | Bookkeeping

EBITDA: $417k

Clients Entities: 1200

Partners: 3

FTE: 10

27

Page Information Memorandum 

This multi-partner regional practice, producing $1.82m revenue provides a broad range of services including tax, compliance, bookkeeping, management accounting, financial planning, finance…in fact, there’s not a lot they don’t do for their loyal client base.

Accounting

QLD - Inner Brisbane Suburbs

Experienced | Professional | Successful

Accounting | Tax | Compliance | Audit

EBITDA: $350k

Clients Groups: 105

Partners: 2

FTE: 5

30

Page Information Memorandum 

This high quality, boutique advisory practice located in inner Brisbane, generates $1.2m in professional fees and delivers a normalised EBITDA of $364k through the servicing of their quality business clients with knowledgeable and experienced staff.

Accounting

NSW - Sydney CBD

One of Sydney’s most prestigious firms

Accounting | Tax | Compliance | Audit

EBITDA: $600k

Clients Entities: 600

Partners: 2

FTE: 18

24

Page Information Memorandum 

This practice is an exceptional chartered accounting firm that has maintained an enviable reputation for excellence over 40 years. Located within Sydney’s CBD, the firm possesses vast experience in the areas of taxation, company law, business advice and audit.

Accounting

VIC - Melbourne Eastern Suburbs

Professional | Quality | Respected

Accounting | Tax | Compliance | Advisory

EBITDA: $760k

Clients Entities: 729

Partners: 2

FTE: 22

26

Page Information Memorandum 

This two partner practice, producing $3.2m revenue with long standing, quality clients and a rich history, has key attributes that set it apart in the market and position the firm for exciting growth.