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VIC - Goulburn Region

Under Offers

Accounting

VIC Regional Opportunity

VIC - Goulburn Region

Knowledgeable | Quality | Experienced

- Accounting | Tax | Bookkeeping | Business Support

- Professional Fees 21/22: $1.175m

- Client Groups: 153

- Sole practitioner

- FTE: 6.3

- 35-year history

32

Page Information Memorandum 

VIC2240

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This exceptional accounting and business advisory practice generated an EBITDA of $296k (after principal’s market salary of $160k) in FY22, from $1.175m in professional fees. Over the last thirty-five years, the principal has built an exceptional, high-quality practice, ably supported by a loyal and professional team.

From humble beginnings, the practice started in 1987 with six clients and was focused on providing quality management support services to selected businesses and this approach continues today. Aside from a small acquisition in 2008, the practice has grown organically, year on year, attracting A-grade clients. Today, the practice services 153 high quality, client groups.

The practice provides tax advice and return preparation services, business administration services, general business and structuring advice, bookkeeping and CFO/back-office services.

The practice’s clients are primarily businesspeople, typically located in regional Victoria. The clients represent a wide array of industries including automotive repairs, building & construction, entertainment, incorporated associations, investors, primary production, professional services, service & retail, to name a few.

The principal recognizes that now is the time to pass the baton; to see a new practitioner / new firm take over the running of the business and continue the superior servicing of its valued clients.

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