Established in 2015, the Practice is a boutique accounting and advisory firm located on the Gold Coast, generating approximately $834k in professional fees in FY26. The Practice has achieved consistent organic growth since inception, supported by a high-quality client base, experienced team and established market presence, with minimal reliance on advertising or formal marketing.

The Practice is supported by five staff plus an external superannuation processing contractor. The experienced and long-serving team undertakes the majority of day-to-day client work, providing strong continuity of service and allowing the Principal to focus on higher-level advice, review, practice management and key client relationships. Team tenure ranges from approximately 5 to 11 years, reflecting a stable and established operating structure.

A particular strength of the Practice is its substantial SMSF client base. The Practice services 63 SMSFs generating approximately $218k in annual fees, with SMSF services representing approximately 25% of the Practice’s service mix. The Top 25 SMSFs alone hold approximately $118m in fund assets, with an average balance of approximately $4.7m, highlighting the scale and quality of this segment of the client base. The Principal is appropriately licensed through ASIC to provide technical guidance in relation to superannuation matters, supporting the Practice’s established capability in servicing SMSF clients.

The broader client base is considered high quality and includes long-standing and multi-generational relationships across a diverse range of industries. The Practice benefits from strong client loyalty and goodwill, a sound debtor profile with minimal bad debt exposure, and provides taxation, accounting, business advisory and superannuation-related services to individuals, investors, businesses and family groups.

Overall, the Practice represents an attractive acquisition opportunity, underpinned by an experienced and loyal team, quality client base, significant SMSF portfolio and established operating structure, providing a solid platform for continuity and future growth under new ownership.