Established in 1995, this long-standing accounting and advisory practice has built a strong
reputation for delivering high quality advice to individuals, family groups, and business clients.
Founded on a commitment to providing accessible, professional guidance, the firm has
achieved consistent, organic growth driven by referrals and enduring relationships. In FY26, the
practice is expected to generate professional fees of approximately $2.56m and a normalised
EBITDA of $838k

The practice is supported by an highly experienced and stable team of qualified accountants
and support staff, many of whom have been with the firm for over 15 years. Each senior
accountant manages their own portfolio, reflecting a culture of accountability, technical
excellence, and exceptional client service.

The client base is diversified across individuals, families, and small-to-medium enterprises
spanning multiple industries. Relationships are long-term and often intergenerational, with clients
valuing the firm’s depth of expertise, consistency, and trusted approach.

Core services include tax and business advisory, year-end accounting and compliance, SMSF
compliance and AFSL audits, SMSF taxation and accounting, estate planning, and business sale
and acquisition advisory. Bookkeeping and BAS assistance are provided as required, supporting
a comprehensive end-to-end client service model.

This well-established and profitable firm represents an excellent opportunity for an acquirer
seeking a high-quality accounting practice with stable earnings, loyal clients, an experienced
and capable team positioned to support a smooth transition and continued success.
Professional