Over the past 34 years, the principal has carefully built a highly loyal and valuable client base, with the practice currently operating from a serviced office in Northeast Adelaide. As the principal transitions to retirement, a significant opportunity has emerged to acquire a strong and established parcel of client fees. This quality client list comprises approximately 92 clients and generated $377k in professional fees in FY25.

The client base has a strong rural and agricultural foundation, with many long-standing relationships established across South Australia's farming communities. This includes multi-generational family farms and agribusiness operators, supported by a broader mix of clients in investment, retail, and plumbing. Notably, 96% of the client base is located within South Australia, with a concentration in Adelaide and surrounding rural regions. This geographic focus offers a highly consolidated and manageable portfolio, with strong ties to the local farming and country business sectors.

The practice provides a comprehensive suite of services tailored to the needs of regional clients, including tax advice, return preparation, accounting services, business advisory, company secretarial, SMSF administration, and bookkeeping. There is substantial growth potential, particularly within the agricultural and small business segments, where demand continues to rise for forward-planning, structuring, and advisory support. The breadth of services and the deep roots in South Australia's country business landscape provide an ideal platform for expansion and future service development.

Given the alignment of retirement plans and favorable market conditions, this transition represents a unique opportunity for a new practitioner to acquire a proven, profitable, and scalable client list in a prime location.

The principal is gradually transitioning to retirement and will assist, as agreed, to support client retention and a smooth handover.