
VIC - Southern Suburbs, Melb
For Sale
VIC2480
Accounting
VIC Melbourne Opportunity
Professional | Loyal | Quality
- Accounting | Tax | GST & BAS | SMSF | Bookkeeping
- Professional Fees FY25(E): $1.3m
- Client Entities: 421
- Sole practitioner
- FTE: 5
- 28-year history
39
Page Information Memorandum
This exceptional accounting and business advisory practice is expected to generate $1.3m in total income in FY25(E) and produce a normalised EBITDA FY25(E) of $325k, after a market remuneration of $200k. Over the last 28 years, the principal has built an extremely loyal client base with the practice based in the outer southern suburbs of Melbourne.
Founded in 1997 (as a branch of a city practice), the firm quickly established itself as a stronghold of accounting excellence with the current principal purchasing the firm in 1998. Leveraging strong local connections, the practice experienced rapid growth and now serves approximately 421 client entities, distinguished by its integrity, sound technical advice, and commitment to meaningful relationships. The loyalty of clients, many who have been with the firm since its inception, underscores the trust and satisfaction they find in its services.
The practice provides tax advice and return preparation services, business advisory services, and SMSF administration.
The practice’s clients are primarily businesspeople, typically located in Melbourne and regional Victoria. The clients represent a wide array of industries including contractors, estate agents, investors, medical, manufacturing, printers, primary production, retirement villages to name a few.
The principal recognises 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.