Established Accounting & Advisory Practice

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Dan Friedman CPA CGMA ACMA
 

Internal Ref: NSW12188

Summary

Well-established and systemised accounting and business advisory with loyal returning clients

About the Business

Profitable Accounting Practice | Mid North Coast Client Base | Ideal bolt-on Acquisition

A rare opportunity to acquire a long-established, highly systemised and profitable accounting and business advisory practice with a loyal recurring client base across the Mid North Coast of New South Wales.

Built over more than 25 years through professional referrals, this practice has developed a strong reputation for reliable, relationship-driven accounting, taxation and business advisory services to small and medium business clients.

The opportunity is particularly well suited to existing accounting firms seeking a strategic bolt-on acquisition, regional practices looking to expand their Mid North Coast footprint, city-based firms wanting access to a loyal regional client base, advisory-focused operators seeking a profitable and systemised practice, or accountants looking to acquire an established platform with long-term client relationships.

The practice services approximately 100+ client groups across a broad range of SME sectors and lodges approximately 600 tax returns annually under structured tiered service arrangements. This creates a stable, recurring and relationship-based earnings profile.

Importantly, the business is not heavily dependent on the owner. A capable and experienced team manages day-to-day continuity, with the owner taking approximately two months of leave annually without disruption to operations.

Key Investment Highlights:
- Established accounting and advisory practice with 25+ year operating history
- Loyal Mid North Coast client base built through referrals and long-term relationships
- Approximately 100+ client groups and 600 annual tax returns
- Systemised operations with structured service arrangements
- Experienced team capable of operating independently
- Normalised EBITDA of approximately $306,661 in FY2025
- Strong bolt-on potential for city-based or regional accounting firms
- Clear growth runway through digital marketing, advisory expansion and broader service delivery
- Attractive opportunity for consolidation within the accounting, tax and business advisory sector


For an existing firm, this is a highly strategic acquisition opportunity. The client base is concentrated across the Mid North Coast, while the practice itself could be readily integrated into a larger city-based, coastal or regional accounting platform.

With limited active marketing historically, there is a clear opportunity for a new owner to unlock further growth through improved digital presence, targeted SME outreach, cloud accounting services, business

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