WA Perth Opportunity

This exceptional accounting and business advisory practice is expected to generate $3.15m in professional fees in FY25(E) and produce a normalised EBITDA FY25(E) of $654k after a combined market renumeration of $555k for the three partners.

Formed in 2021 from the merger of two prestigious firms, the firm has seamlessly integrated diverse expertise into a formidable team of tax professionals, successfully positioning themselves as their clients’ trusted business partner.

Situated in a bustling inner-Perth suburb, the firm has demonstrated consistent growth and now proudly services approximately 948 client entities, with a proven track record of attracting A-grade quality clients.

The practice provides tax advice and return preparation services, accounting services, business advisory services, SMSF administration and bookkeeping with a team of 14.9 FTEs in addition to the 3 partners. The average fee per client group is $6,300.

The practice’s clients are primarily businesspeople, typically located around metropolitan Perth. One of the merging firms specialised in medical & dental clients, resulting in the merged firm having approximately 50% of clients from the medical / health industry. Non-medical industry clients represent a wide array of industries including advertising, architecture, consulting, investment, legal, logistics, manufacturing, retail and wholesale to name a few.

The partners have decided to sell the practice with one partner intending to retire within the next 2 - 3 years.