With a legacy spanning over 30 years, this premier Adelaide-based accounting and wealth management practice presents an outstanding opportunity for acquisition or merger. Generating $4.48m in professional fees for FY25 with an EBITDA of $2.02m, the business is renowned for its enduring client relationships, professional excellence, and multi-generational success.

In 2012, the firm expanded into wealth management broadening its offering to deliver a fully integrated suite of financial services. The practice is underpinned by a highly capable and loyal team, delivering comprehensive, high-value services to a predominantly A-grade client base. The accounting practice serviced approximately 1,911 clients while the wealth practice serviced approximately 570 clients in FY25.

The accounting business offers a broad spectrum of services, including tax advice and return preparation, business administration, general business and structuring advice, and superannuation administration. The wealth business specialises in wealth creation, wealth protection, retirement planning, superannuation administration, plus lending for residential and commercial purposes.

The practice’s clients are predominantly medical professionals, with a small selection of other sectors including Construction, Tourism, Law and Retail to name a few. The clients are typically located in and around Adelaide, SA.

The Director is seeking a merger or sale that enables the practice to join a broader group, sharing leadership and ownership responsibilities across multiple partners. With scale, capacity, and a well-established client base already in place, this is a unique opportunity.