NSW - Sydney, Inner West


For sale


Sydney Opportunity

Professional | Experienced | Quality

NSW - Sydney, Inner West

- Accounting | Tax | Wealth Management | SMSF

- Professional Fees 21/22: $958k

- Client Entities: 375

- Sole practitioner

- FTE: 5.6

- 39-year history

Page Information Memorandum 


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

The principal splits his time between both accounting as a FCA and wealth management as a CFP, ably supported by his well-trained, professional team.

This practice has a long history dating back to 1983 and today is a leading provider of integrated advice to its many business owners and high-net wealth clients.

The practice has a loyal client base, with many clients receiving accounting, tax, and wealth management advice.

The practice services include tax advice and return preparation services, business administration services, general business and structuring advice, wealth management, retirement planning and SMSF specialist advice.

The practice’s clients are primarily businesspeople, typically located in Sydney. The clients represent a wide array of industries including building industry, childcare, consulting, investment, IT, logistics, medical, petroleum, property development, plumbing, property management, restaurant, retailers, and wholesalers to name a few.

The principal recognizes that now is the time to pass the baton; to see a new practitioner / new firm take over the running of the business and continue the superior servicing of its valued clients.

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