
For Sale
Accounting
SA2478
SA Regional Opportunity
Professional | Experienced | Quality
- Accounting | Tax | Business Advisory | SMSF
- Professional fees FY26(E): $2.56m
- Client Entities: 1,189
- Partners: 1
- FTE: 15
- 52-year history
40
Page Information Memorandum
This well-established accounting practice, with expected fees of $2.56 million for FY26, represents a high-quality acquisition opportunity with over 50 years of history, strong client relationships, and a proven track record of growth.
Founded over five decades ago and now based in the Adelaide Hills, the practice has evolved from a family-run business into a 15-person firm servicing approximately 1,189 clients. Leadership successfully transitioned from the founder to the second generation in 2010, ensuring continuity of relationships, culture, and technical expertise. The firm has grown steadily from $600k–$700k in the late 1990s to its current scale, driven by its strong reputation and consistent delivery of high-quality advisory and compliance services.
The client base is diverse and stable, spanning individuals, business entities, and self-managed super funds, with a strong focus on rural and regional South Australian clients. Notably, the practice services over 30 significant family groups with net asset positions ranging from $50 million to $200 million, providing a solid foundation of high-value, long-term relationships.
The business offers a comprehensive range of services including taxation, compliance, bookkeeping, cashflow modelling, and strategic advisory. A new Business Advisory / Virtual CFO appointment will further enhance the firm’s capability and support continued growth.
Supported by a loyal and experienced team, the practice is well-positioned for transition and ongoing success. This opportunity provides an incoming purchaser with a scalable platform, strong recurring revenue, and the ability to further expand advisory services within an established and trusted client base.
