This long-established accounting and business advisory practice is forecast to generate $1.26m in fees and $271k in EBITDA in FY26, after allowing for a market-based principal salary of $154k. Operating for over 38 years, the firm has been deliberately developed into a high-quality, relationship-driven practice underpinned by a loyal, experienced team and a stable, recurring client base.

Founded in 1987 with six clients, the practice has grown steadily and organically, aside from a small strategic acquisition in 2008. Growth has been driven by consistent delivery of premium tax, management and advisory services. Today, the firm services 192 long-standing clients, many with relationships spanning decades, reflecting strong client satisfaction and retention.

A key differentiator is the depth and continuity of the professional team, particularly a senior accountant who has been with the firm for over 23 years. This individual plays a central role in client delivery and relationship management, providing significant continuity and mitigating key-person risk. Their long-term client knowledge, combined with the broader team’s experience, positions the practice well for a smooth ownership transition.

The firm offers a comprehensive service mix, including tax advisory and compliance, business administration, structuring advice, bookkeeping, and CFO/back-office support. Clients are predominantly business owners across regional Victoria, operating in diversified sectors such as construction, automotive, professional services, primary production, retail, entertainment and investment.

With the principal preparing for succession, this opportunity presents an attractive acquisition for a buyer seeking a profitable, well-established practice with strong recurring revenue, embedded team continuity and minimal transition risk. The platform provides a solid foundation for a successor to maintain service excellence while pursuing future growth initiatives.