About the Business

This well established and highly regarded accounting practice has built its reputation on genuine relationships, personalised service, and a commitment to helping clients achieve their business and financial objectives.

The Practice provides much more than traditional compliance services, offering accounting, taxation, business advisory and strategic tax planning to a loyal and diverse client base.

The Practice is operated by an experienced husband and wife team, supported by administration staff. Both owners are approaching retirement and are seeking to transition the Practice to new ownership. Many clients have come to view the Practice as a trusted adviser and an important part of their financial lives. This focus on proactive advice and exceptional service has resulted in high client retention, strong referrals and demand that currently exceeds capacity.

The client base comprises business owners, professionals, investors and individuals across a broad range of industries including medical and allied health services, construction, engineering, defence, consulting, real estate, retail, automotive services, marine industries, trades, and investment activities, plus others. The Practice also services individual taxpayers, including FIFO workers, investors, and family groups.

The Practice benefits from a well-established and predominantly recurring fee base, streamlined systems and procedures, and a strong online presence. Operating predominantly on the Xero platform, the Practice is highly efficient and well positioned for continued growth.

Strategically located within Perth's southern metropolitan region, the Practice operates from a prominent and well-established commercial precinct that offers excellent accessibility and convenience for clients. The area's attractive lifestyle offering and economic fundamentals further contribute to its appeal as a long-term business location. The Sellers believe maintaining the current location would provide continuity for both clients and staff. The modern premises is available for purchase as part of the transaction, although the Sellers are also willing to negotiate a lease depending on the buyer's requirements.

This acquisition represents an ideal opportunity for an existing accounting firm seeking to expand its fee base and establish or strengthen its presence in Perth's southern corridor. It would also suit an experienced accountant seeking to acquire an established practice with a strong reputation and opportunities for further growth.

Ongoing fees are estimated to be approximately $543,0