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Practice Succession

For Sale

Accounting

SA2605

SA Adelaide Opportunity

CLOSING DATE: 5:00pm Friday 14th August 2026

- Accounting | Tax | Business Advisory

- Recurring Professional Fees: $780k

- Billing Entities: 239

- Director: 1

- FTE: 3

- 38-year history

33

Page Information Memorandum 

With almost four decades of operating history, this well-established accounting practice presents an opportunity to acquire a quality client list generating approximately $780k in recurring professional fees across approximately 239 billing entities.

The practice operates from a well-appointed office with capacity for up to 12 team members; however, the opportunity is fully transportable, allowing a purchaser to seamlessly integrate the client base into their existing premises and capture operational efficiencies while maintaining continuity of service.

The practice has built an outstanding reputation over many years, with a loyal and stable client base comprising predominantly privately owned businesses and family groups. Many client relationships span multiple generations, reflecting the strength of the firm's trusted adviser position and consistently high client retention. No formal marketing has been undertaken for many years, with growth intentionally constrained by capacity rather than demand.

The firm is supported by three experienced staff members, including a long-serving manager who oversees day-to-day workflow and team coordination. The service offering is centred on taxation, accounting and business advisory, with a strong emphasis on proactive client engagement through regular management reporting and BAS compliance. This recurring service model has created predictable revenue and deep client relationships, while providing a strong platform for a smooth transition to new ownership.

The practice offers multiple avenues for future growth, including expanding business advisory services, financial planning, tax planning and specialist compliance services such as FBT. With significant cross-selling opportunities, an established client base and the ability to integrate the business into an existing office, this represents an attractive acquisition for firms seeking immediate scale, operational synergies and long-term revenue growth.

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