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SA - Inner-city Eastern Suburb

Under Offer

Accounting

SA Adelaide Opportunity Client List

SA - Inner-city Eastern Suburb

Personalised | Experienced | Professional

- Accounting | Tax | Compliance | Business Advice

- Professional Fees 23/24(E): $490k

- Clients: 214

- Sole practitioner

- FTE: 0.4

- 21-year history

27

Page Information Memorandum 

SA2365

Request IM

Over the last 21 years, the principal has built an extremely loyal client base, with the current practice running within inner-city Adelaide, but due to resource constraints the principal now wishes to sell a parcel of client fees. This quality client list will generate $490k in professional fees (FY24E) and is represented by approximately 214 quality clients with significant growth potential.

The practice provides tax advice and return preparation services, business administration services, SMSF administration, general business and structuring advice.

The practice’s clients are primarily businesspeople and individuals, typically located in and around Adelaide. The clients represent a wide array of industries including air conditioning, building and development, construction, dentistry, farming, fire safety, investing, IT & software, legal, medical, property valuation, TV production and various trades to name a few.

The clients have been serviced by one particular employee, with principal oversight. This employee could be available for 2-days per week for 12 months to assist with the client transition. Further, the principal is open to remaining in his current location and have the purchaser join him or alternatively the principal could relocate to the purchaser’s office to assist with the transition.

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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