Summary
Accounting & Financial Planning Practice for Sale $1.6m+ Fees
Revenue
$1,600,000 pa
Reason for Sale
External Administration
About the Business
* For sale by External Administrators
* YTD25 accounting fees $1,560,000
* YTD25 financial planning fees $45,000
* Established reputation, 30+ years in operation
* Audit, Business Services, SMSF and Financial Planning
With origins dating back to 1974, this is a once in a generation opportunity to acquire the business and/or client book offered for sale. The firm services a loyal client base with long-standing relationships and the average client tenure is over 10 years.
Diverse client book includes not for profits, high net worths, wealthy family groups and SMEs. Existing and diversified revenue streams available in audit (19%), SMSF (13%), financial planning (3%) and tax compliance/business services (65%).
Existing accounting staff are highly experienced and registered with CA/CPA. The firm is streamlined for efficiency with 2 senior accounting staff and 2 administration staff onshore, and an additional 3 FTE offshore.
Opportunities exist for an ambitious acquirer to expand client service offerings to include advisory services, bookkeeping and virtual CFO.
Mountain Peak Advisory are instructed by the Voluntary Administrators to seek expressions of interest for an urgent sale by 20 June 2025.
Contact us today for further information.
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