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Practice Succession

Legal

NSW2347

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Professional | Experienced | Quality

Legal | Property | Commercial | Wills & Estate

Professional fees FY26: $1.7m | EBITDA FY26: $700k

Client Entities: 200

Sole Practitioner

FTE: 5

38

Page Information Memorandum 

Our client has run an outstanding legal practice in Sydney for the last 39-years servicing property and commercial clients, consistently producing $1.6m + in fees annually.

The practice has a long-standing reputation for giving accurate, cost effective, practical and timely advice on matters such as conveyancing and leasing on property and commercial, also wills and estates.

Accounting

WA2589

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Professional | Loyal | Client Focused

Accounting | Tax | GST & BAS | Business Advisory | SMSF

Professional fees FY26(E): $2.56m | EBITDA FY26(E): $838k

Billing Entities: 1033

Director: 1

FTE: 8.3

38

Page Information Memorandum 

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 $2.56 million and a normalised EBITDA of $838k.

Accounting

VIC2587

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Professional | Personalised | Growth Oriented

Accounting | Tax | GST & BAS | Director Services | Bookkeeping

Professional fees FY26(E): $1.5m | EBITDA FY26(E): $430k

Client Groups: 111

Sole Practitioner

FTE: 6.7

39

Page Information Memorandum 

This long-established accounting and advisory firm has evolved over nearly two decades into a modern, technology-driven practice expected to generate $1.5 million in professional fees in FY26.

Founded as a boutique tax service, it has expanded into a full service offering, operating from serviced offices in metropolitan Melbourne while supporting clients nationwide via fully online systems.

Accounting

NSW2581

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Loyal | Professional | Quality

Accounting | Tax | Business Advisory | SMSF | Secretarial Services

Professional fees FY25(E): $3.3m | EBITDA FY25(E): $1.08m

Clients: 1103

Director: 2

FTE: 13

31

Page Information Memorandum 

This exceptional accounting and business advisory practice is expected to generate $3.3m in gross profit and a normalised EBITDA $1.08m FY25(E).

Established in the late 1960s, the business has moved through different partnership arrangements, to lead into today’s structure, which is owned by two partners, who are both Directors.

Accounting

SA2583

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Professional | Experienced | Loyal

- Accounting | Tax | Business Advisory | Bookkeeping | SMSF

- Professional fees 24/25: $377k

- Billing Entities: 92

Sole practitioner

FTE: 1.7

26

Page Information Memorandum 

Over the past 34 years, the principal has carefully built a highly loyal and valuable client base, with the practice currently operating from a serviced office in Northeast Adelaide. As the principal transitions to retirement, a significant opportunity has emerged to acquire a strong and established parcel of client fees. This quality client list comprises approximately 92 clients and generated $377k in professional fees in FY25.

Accounting

VIC2480

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Professional | Loyal | Quality

Accounting | Tax | GST & BAS | SMSF | Bookkeeping

Professional fees FY25(E): $1.3m

Client Entities: 421

Sole practitioner

FTE: 5

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.

Asset Finance

QLD2352

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Friendly | Efficient | Experienced

Asset Finance | Business Loans | Insurance

Total Revenue: 22/23: $3.05m

Australia wide

Sole Director

FTE: 6.5

42

Page Information Memorandum 

This exceptional asset finance business generated $3.06m in Total Revenue (FY23) and produced a normalised EBITDA of $1.73m after a market salary of $176k + SGC for the Owner/Director.

Accounting

NSW2469

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Professional | Experienced | Quality

Accounting | Tax | GST & BAS | Business Advisory

Professional Fees 23/24(E): $1.59m | EBITDA 23/24(E): $403k

Clients Entities: 951

Sole practitioner

FTE: 8.1

38

Page Information Memorandum 

This exceptional accounting and business advisory practice is expected to generate $1.59m in professional fees FY24(E) and produce a normalised EBITDA FY24(E) of $403k after a market remuneration for the principal of $155k.

Accounting

NSW2474

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Professional | Experienced | Quality

Accounting | Tax | GST & BAS | SMSF Audits

Total Income 23/24 = $888k

Client Entities: 736

Directors: 2

FTE: 2

35

Page Information Memorandum 

This exceptional accounting and business advisory practice generated $888k in total income for FY24 and produced a normalised EBITDA FY24 of $200k after market-salaries for two partners.

Accounting

NSW2351

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Friendly | Experienced | Quality

- Accounting | Tax | GST & BAS | Audit

- EBITDA: $717k

- Client Entities: 196

- Sole Practitioner

- FTE: 5

38

Page Information Memorandum 

This exceptional accounting and business advisory practice will generate $1.58m in professional fees in FY24(E) and deliver an EBITDA (normalised) of $717k, after a market remuneration for the principal of $200k.

Accounting

SA2364

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Experienced | Hands on | Professional

- Accounting | Tax | SMSFs | Business Support | Estate Audits

- Professional Fees 23/23: $701k

- Clients: 171

- Sole practitioner

- FTE: 3.5

35

Page Information Memorandum 

This exceptional accounting and business advisory practice located in inner suburban Adelaide, generated $701k in professional fees In FY23. Established as a sole trader in 1993 , the practice has been a trusted provider of individualised financial solutions for over three decades.

Accounting

NSW2468

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Personalised | Experienced | Professional

- Accounting | Tax | Compliance | Business Advice

- Professional Fees 23/24(E): $191k

- Clients: 128

- Sole practitioner

- FTE: 0

29

Page Information Memorandum 

This quality client list will generate $191k in professional fees (FY24E) and is represented by approximately 128 quality clients / entities with significant growth potential.

Accounting

NSW2348

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Professional | Experienced | Quality

- Accounting | Tax | Bookkeeping | Business Support

- Professional Fees 23/24(E): $700k

- Clients: 954

- Sole practitioner

- FTE: 4.15

37

Page Information Memorandum 

This high quality accounting and business advisory practice is expected to generate $700k in professional fees FY24(E) and produce a normalised EBITDA of $149k after a market salary of $155k, delivering an Owner's total return of $305k.

Accounting

NSW2355

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Professional | Experience | Knowledge

- Accounting | Tax | Compliance | Business Advice

- Professional Fees 22/23: $538k

- Clients: 260

- Sole practitioner

- FTE: 1.7

34

Page Information Memorandum 

This quality accounting practice generated $538k in professional fees for FY23, servicing a broad mix of individuals and businesses. Over the last 39 years, the principal has built an extremely loyal client base, with the practice located in the northwestern suburbs of Sydney.

Acounting

VIC2239

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Professional | Experienced | Committed

- Accounting | Tax | Business Advisory | Bookkeeping

- Professional Fees 22/23(E): $1.36m

Client Entities: 648

Partners: 2

FTE: 4.6

39

Page Information Memorandum 

This exceptional accounting and business advisory practice has conservatively estimated professional fees of $1.36m for FY23(E), with a normalised EBITDA of $288k, after market-salaries for two partners.

Accounting

WA2346

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WA - Southern Region

- Accounting | Tax | Compliance | Advisory

EBITDA: $935k

Clients: 910

Partners: 2 (FTE)

FTE: 9.5

35

Page Information Memorandum 

The business commenced in July 2016 as a result of the merger of two pre-existing practices. With Directors commitment to a new strategic direction, the business underwent a significant transformation.

Accounting

QLD2350

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Professional | Experienced | Committed

Accounting | Tax | Compliance | Business Advice

Professional Fees 22/23: $930k

Clients 593

Sole practitioner

FTE: 6.3

35

Page Information Memorandum 

This exceptional accounting and business advisory practice has conservatively estimated professional fees of $930k for FY23(E), delivering a normalised EBITDA of $196k after a market-salary of $150k +SGC for the principal.

Accounting

QLD2238

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Professional | Experience | Knowledge

Accounting | Tax | Audit | SMSF

Prof. Fees: $249k

Clients: 95

Sole practitioner

FTE: 2

30

Page Information Memorandum 

This quality accounting practice generated $249k in professional fees for FY22, servicing a broad mix of individuals and businesses.

Accounting

NSW2349

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Professional | Experienced | Quality

- Accounting | Tax | Compliance | Business Advice

- Client Entities: 809 - Professional Fees 22/23(E): $1.2m

Client Entities: 809

- Sole practitioner

- FTE: 6.8

33

Page Information Memorandum 

This high-quality accounting and tax practice will generate $1.3m in professional fees (FY23E) and produce a normalised EBITDA (FY23E) of $466k after a market salary of $193k for the principal.

Accounting

NSW2237

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Professional | Experienced | Quality

Accounting | Tax | Wealth Management | SMSF

Prof. Fees: $958k

Client Entities: 375

Sole Practitioner

FTE: 5.6

45

Page Information Memorandum 

This quality accounting and wealth management business generates just under $1m in fees in FY22.

Accounting

NSW2233

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Integrated financial services business

Accounting | Tax | Financial Planning | Audit | SMSF

EBITDA: $2.27m

Company: 547 | SMSF: 331 | Trust: 253 | Individual: 1,702

Directors: 4

FTE: 20

50

Page Information Memorandum 

This exceptional integrated financial services business, located on Sydney’s north shore, has a proud history servicing business clients across Sydney and around Australia.

Accounting

NSW2236

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Experienced | Boutique | Friendly

Accounting | Tax | Compliance

Prof. Fees: $330k

Clients: 1600

Sole Practitioner

FTE: 1

22

Page Information Memorandum 

This suburban accounting practice is expected to generate $330k in professional fees this year (FY22E). Over the last 20 years, the principal has built an extremely loyal client base, providing tax and compliance services.

Accounting

QLD2234

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Quality | Experienced | Focused

Accounting | Tax | Compliance | Advisory

EBITDA: $547k

Client Groups: 269

Sole Practitioner

FTE: 8.3

38

Page Information Memorandum 

This practice is an exceptional accounting and advisory firm that has forged a quality reputation over 27 years. From
humble beginnings in 1994, the practice has grown steadily, to today employing 10 staff (FTE 8.3), with revenues of
$1.91m FY22.

Accounting & Legal

NSW2129

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Professional | Client Focused | Quality

Accounting | Tax | Legal

Professional Fees $1.91m

Client Groups: 550

Partners:2

FTE: 12

42

Page Information Memorandum 

Over the last two decades, the practice has provided
accounting, tax, legal, business advisory and wealth solutions to a range of business owners and professionals alike. This year, the business will generate $1.91m in professional fees.

Accounting

NSW2130

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Professional | Experienced | Quality

Accounting | Tax | Compliance

Professional Fees $585K

Entities: 473 | SMSFs: 28

Partners: 2

FTE: 3

37

Page Information Memorandum 

This quality practice commenced in 1990, focusing on small to medium business clients, and this has continued through to today, where the business generated $585k in professional fees for FY21.

Accounting

QLD2025

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Professional | Caring | Accessible

Accounting | Tax | Compliance

Prof. Fees: $567k

Client Entities: 1,300

Sole Practitioner

FTE: 4

42

Page Information Memorandum 

From humble beginnings back in 1988, the practice has grown steadily as it has provided professional accounting and tax advice to a wide range of individual, companies, partnerships, trusts and SMSFs, always seeking to deliver the best outcome for clients.

Accounting & Financial Planning

NSW2011

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One of Australia’s most profitable practices

Accounting | Tax | Compliance | FP | Lending

EBITDA: $4.06m

Client Groups: 300

Sole Practitioner

FTE: 7

21

Page Information Memorandum 

From humble beginnings, our client has built a remarkable business that would be the envy of most, if not all accounting practitioners around the country. From headlines EBITDA numbers of $4.06m (after salary) , resourced with 7 FTE staff as a sole practitioner is truly remarkable.

Accounting

NSW1917

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Accounting Client List

Accounting | Tax | Compliance

Prof. Fees: $592k

Clients Entities: 192

Sole Practitioner

FTE: 1

24

Page Information Memorandum 

The practice generated $143k in net revenue last year and will achieve a similar result this year. Within the practice there are some excellent clients, with the top 10 business clients representing approximately 50% of total revenues.

Accounting

NSW1916

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Experienced | Accessible | Quality

Accounting | Tax | Compliance

Prof. Fees: $416k

Clients Entities: 250

Sole Practitioner

FTE: 2

25

Page Information Memorandum 

This sole practitioner business generated $416k revenue last financial year. The business operates with two full time staff and a casual accountant available as required, primarily to complete bookkeeping work.

Accounting

QLD2021

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Professional | Attentive | Experienced

Accounting | Tax | Compliance

EBITDA: $208k

Client Entities: 515

Sole Practitioner

FTE: 1.4

26

Page Information Memorandum 

This sole practitioner business generated $648k revenue last financial year and delivered an exceptional $208k Normalised EBITDA after principal remuneration, with experienced, quality staff.

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