This established Sydney CBD-based accounting and advisory practice generated FY26 professional fees of $1.95 million and normalised EBITDA of $845k after allowing for a market-based Director salary of $200k. Established in 2008, the practice has delivered consistent, sustainable growth over the past 21 years and built a reputation for providing high-quality business advisory and taxation services to privately owned businesses, family groups and high-net-worth individuals.

Led by a sole Director with more than 40 years' public practice experience, the firm has grown organically through long-standing client relationships and referrals. Growth has been deliberate and selective, with a strong focus on service quality and commercial outcomes rather than volume.

The practice provides business advisory, taxation, structuring, estate planning and SMSF administration services across a diverse client base spanning professional services, construction, property, events, advertising and other privately owned businesses. Many client relationships span several decades through the Director's long-standing professional relationships, including several multi-generational family groups, demonstrating the depth and loyalty of the client base.

The business is supported by an experienced team of five onshore staff, complemented by three offshore professionals in the Philippines. The offshore team has enhanced operational efficiency while maintaining a high standard of client service. Staff retention is a key strength, with four team members having more than 10 years' service.

The practice's key competitive advantages include highly personalised client service, strong technical taxation expertise, extensive structuring knowledge and a commercial, entrepreneurial approach to client advice. With an experienced team, loyal client base and efficient operating model, the practice presents an outstanding acquisition opportunity for an established multi-partner accounting or advisory firm seeking to strengthen its presence in the Sydney market.