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NSW - Lower North Shore, Sydney

Under Offer



NSW Sydney Opportunity Client List

Personalised | Experienced | Professional

- Accounting | Tax | Compliance | Business Advice

- Professional Fees 23/24(E): $191k

- Clients: 128

- Sole practitioner

- FTE: 0

- 36-year history


Page Information Memorandum 

Request IM

Over the last 36 years, the principal has built an extremely loyal client base, with the current practice running within Sydney’s lower northern beaches, but due to resource constraints and retirement plans, the principal now wishes to sell a parcel of client fees. This quality client list will generate $191k in professional fees (FY24E) and is represented by approximately 128 quality clients / entities with significant growth potential.

The practice provides tax and accounting advice services, general business compliance and structuring advice as required.

The practice’s clients are primarily businesspeople and individuals, typically located in and around Sydney. The clients represent a wide array of industries including builders, investors, architects, medical and vets to name a few.

The principal will be available as agreed to ensure a successful transition of the clients to the purchaser.

The principal recognises that now is the right time to sell the client list to a new practitioner who can take over the clients and continue to deliver the quality service the clients have come to expect.

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