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Practice Succession

QLD - Sunshine Coast

For Sale

QLD2586

Accounting

Sunshine Coast Opportunity

Professional | Holistic | Forward-thinking

- Accounting | Tax | GST & BAS | SMSF | Business Advisory

- Professional fees FY25: $2.09m | EBITDA FY25: $1.17m

- Client Groups: 809

- Director: 1

- FTE: 7.2

- 23-year history

37

Page Information Memorandum 

This exceptional accounting practice, generated $2.09m in Professional Fees in FY25
and produced a normalised EBITDA of $1.17m. Established in 2003, the firm has grown
into a highly regarded accounting, tax and advisory practice with a strong
reputation for client service and professional excellence. Over the years, the
practice has steadily expanded while maintaining a focus on quality and efficiency,
building long-term relationships and delivering tailored outcomes for clients.

The client base is diverse, ranging from primary producers through to professional
services firms and multi-entity corporate groups. Work spans everything from
individual tax returns to complex structuring and succession advisory. While the
practice does not rely on advertising, growth has been driven almost entirely by
word-of-mouth referrals, a testament to the firm’s strong reputation and enduring
client relationships.

Core services include compliance, tax planning, business advisory, SMSF
establishment and administration, succession planning, and structuring advice. The
firm has a strong accounting, tax and advisory focus, allowing it to focus in on the
core needs of its business clients.

With a strong financial track record, sustainable growth, and a loyal and diverse
client base of 1,650 entities, the practice represents an exceptional opportunity for
future expansion and ongoing success in a thriving region.

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