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Business ID BS3962

Boutique Advice Based Accounting Practice For Sale

Sydney Based high net worth clients. Fees close to $800k

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Dealing with high net worth clients and commercial businesses only this is not the normal run of the mill tax practice. The owner established this business in 1985 and most of the clients are now benefiting from very advantageous tax structures and pre 1999 Unit Trust structures linked to SMSF.

The practice has fees of close to $800,000 last year and forecasting similar in the current year for just over 100 clients including the following:

  • 4 Partnerships
  • 50 Individuals
  • 20 Companies
  • 30 SMSF

This business does not advertise and does not have a website. All new business is by referral only and the owner advises that he has been turning away work in recent years. There is opportunity for growth in this practice.

This would be an ideal opportunity for a larger practice to acquire a quality book of clients. Ideally the successful buyer would also have financial planning expertise to ensure continuity of the work and advice previously provided. The owner is at retirement age and selling due to health issues in the family however he understands he will be required to ensure a smooth transition of his clients over time.

In the first instance register your interest by emailing the answers to the following questions to Mark Attard on [email protected] :

  • Details of your practice, experience and expertise
  • Ability to finalise a transaction and how funding is sought
  • Past experience in acquiring practices
  • Experience in managing high net worth clients

We will be short listing potential purchasers for meetings in early August so we will be in contact with interested parties in due course. At this stage no information memorandum will be issued until a short list has been established. We are using this process due to this business attracting a lot of interest.

Again we are expecting a lot of interest in this opportunity so please register your interest in the format required. Please do not contact the office at this stage as no further details will be made available at this stage of the process.

Please feel free to pass on this opportunity to anybody who you think this may be of interest to.

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