About the Business

A highly regarded Melbourne-based accounting and advisory firm with annual fees exceeding $5 million is seeking to acquire an established accounting practice with $1M+ in recurring fees.

The firm is recognised for its strong culture, long-term client relationships and highly technical professional team. With an average employee tenure exceeding 10 years, the business has built a stable, loyal and experienced workforce underpinned by strong values and a collaborative working environment.

Led by two highly respected partners, the firm provides a comprehensive advisory led service offering across taxation, business advisory, structuring and strategic planning. Their focus is on building long-term relationships with both clients and staff, with a reputation for professionalism, care and technical excellence.

The group has successfully completed previous acquisitions, including the integration of a $1M+ accounting firm, and understands the importance of preserving culture, protecting staff and ensuring continuity for clients throughout any transition process.

The ideal acquisition opportunity would include:
$1M+ in recurring accounting fees
Similar client-first values and culture
Strong staff and client retention
Long-standing client relationships
A quality reputation within the market
Partners seeking succession, growth or transition opportunities

All discussions will be handled in the strictest confidence.

Call Narrim Segeal on 0411 577 670 or email [email protected] to learn more.