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Sydney Opportunity

NSW - North Shore, Sydney

Integrated financial services business

- Accounting | Tax | Financial Planning | Audit | SMSF

- EBITDA: $2.27m

- Company: 547 | SMSF: 331 | Trust: 253 | Individual: 1,702

- Directors: 4

- FTE (Ex Directors): 20

- 43-year history


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

With a strong management team in place, this professional practice operates at a 40% profit margin, with FY21 delivering an impressive EBITDA of $2.27m from $5.7m in professional fees.

Services to their broad range of business clients includes accounting, tax, financial planning, auditing, SMSF services and consulting services.

The practice has demonstrated a consistent track record of growth over the years, achieved through continually providing more valued services to their loyal clients, attracting new quality clients and through selected acquisitions.

The practice’s clients are primarily businesspeople covering an array of industries including construction, medical, engineering, automotive, data management, legal, geotechnical, property development, technology, real estate, and funds management to name a few.

The staff are all high-quality professionals who are client focused, hardworking, efficient, and loyal with an average tenure across the practice of 8 years (excluding Directors).

The Directors recognise that now is the right time to pass the baton; to see a new group come in and take over the business and forge the next chapter, whilst continuing the superior servicing of its valued clients.

Page Information Memorandum 

NSW - North Shore, Sydney


Under Offers


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