The practice has operated for more than 30 years and was founded by the principal following six years’ experience as a manager in a second-tier accounting firm. Commencing as a sole practitioner with no initial client base, the practice has grown organically through referrals and word-of-mouth, with a focus on small to medium-sized businesses. The firm has demonstrated consistent and stable financial performance, with FY26 forecast revenue of $945k and EBITDA of $321k.

Growth has been measured and sustainable, with team expansion occurring progressively over time. The practice relocated to professional office premises in a suburban industrial estate in 2010, reflecting its maturity and stability. Importantly, the practice is operationally portable, with systems and processes that enable a purchaser to either continue operating from the current premises or integrate the client base into an existing office location without disruption to service delivery. Today, the firm is supported by a cohesive and highly experienced team with long tenure, operating within a collaborative and team-focused environment. Flexible working arrangements have contributed to exceptional staff retention and continuity, resulting in a conscientious and deadline-driven team committed to meeting client requirements.

The practice enjoys a high-quality and loyal client base, with many relationships spanning 20–25 years. Clients include a number of high-net-worth family groups across multiple generations, as well as businesses operating in industries such as wholesaling, manufacturing and retail, medical specialists, private investment structures, and high-net-worth individuals.

Core services are predominantly tax compliance and business advisory, providing stable and recurring revenue streams. Overall, the practice represents a well-established, profitable, and respected firm with strong client relationships and an experienced team, offering an attractive opportunity for a purchaser seeking continuity, flexibility, and sustainable earnings.