South West Melbourne,

Turnover

~1,500,000

Description
  • 2x Partner
  • 1x Senior Manager
  • 3x Accountants
  • 1x Practice Manager
  • 1x Adminstration
About the Firm

Our clients are small business owners with turnover of $500,000 to $5,000,000. We offer our clients business consulting services to help improve their business and have financial planning services.

Ideal Firm

Our client is seeking to purchase another firm with a turnover between $200,000 to $1 million in fees which would predominantly have small business owners.

Inner South Eastern, Suburbs

Turnover

~$3 million

Description
  • 1x Partner
  • 3x Manager
  • 1x Consultants
  • 3x Supervisors
  • 4x Accountants
  • 4x Adminstration
About the Firm

Our clients firm started back in 1991, with a family based culture it has sustained client and staff growth over the years. The make-up of clients is predominately Small to Mid Size business with some high net wealth individuals as well as some large corporate clients. A progressive firm using latest technology means that it is geared to grow in the future.

Ideal Firm

Our client is seeking to purchase another firm with a turnover of ~$300,000 to ~$1 million in fees, either side of this turnover will also be considered, as our client has purchased another firm in the past therefore understanding and appreciating the process.

Eastern Suburbs

Turnover

$600,000

Description
  • 2x Partners
  • 1x Senior Accountant
  • 1x Intermediate Accountant
  • 1x Administration
About the Firm

We are committed to working closely with our clients to understand their needs and provide efficient, effective and optimal outcomes. Our company was built on our philosophy… to create long-term trusted relationships with our clients by providing expert, professional and meticulous accounting services in Australia and internationally. We’ve invested in creating a quality team of enthusiastic, efficient and ethical accountants. Our team share the goal of providing superior personalised accounting, taxation and wealth management services to individuals, families and businesses that exceed expectations. Most importantly, we are more than just Income Tax Accountants. When you work with us, you become one of our valued clients and will be treated like one of our family. One of our strengths is actively listening and understanding our clients’ needs to ensure our strategic advice aligns with their goals to ensure they achieve greater financial control, peace of mind or increase the value of their business. It is our honest, considerate and friendly approach that has allowed us to create strong, respected relationships with our clients.

Ideal Firm

You will be an owner/s of a Accounting Firm looking to retire in the next 1 – 3 years or longer, and seeking a succession plan with another like minded firm in your area. You will have a fee base up to or around $500,000 or slightly more, and wanting to openly discuss the opportunity with another firm that appreciates the process from a client, staff and owner/s view.

Mornington Peninsula

Turnover

$1,800,000

Description
  • 2x Partners
  • 7x Accountants
  • 1x Administration
About the Firm

We take into account ‘the whole picture’ and always look for ways that we can improve our clients financial arrangements to help create, protect and grow their wealth. We apply this approach when working with individuals and businesses. Our breadth of expertise spanning all aspects of taxation, accounting, SMSF administration and more, we are able to offer a ‘one-stop’ solution for all our clients needs. We are CA and CPA Accredited.

Ideal Firm

Having successfully acquired other accounting firms in the past, we have become quite aware of the necessary steps to create a successful transition for the owner, staff and most importantly the clients of your firm. The ideal size firm we would love to speak to is a firm that has a turnover ~$300,000 – ~$800,000, however we would be more than happy to speak to a firm owner who is below or above this turnover. The owner of this ideal firm would be looking to create a succession path over the next 1-2 years, and because of this we would be open to continuing your lease over a period of time to ensure the success of the transaction.

CBD Melbourne

Turnover

$550,000

Description
  • 1x Partner
  • 1x CA Accountant
About the Firm

Our firm started in 2006 and has extensive experienced chartered accountants with backgrounds of experience in both Australia and England, industry and in practice. The Partner of this firm has a Bachelor of Commerce/Accounting and Business law and is a Licensed Member of ICAA and a registered Tax Agent. Our firm works directly with all clients, either individual private clients all the way through to business and corporate entities, to develop and implement financial strategies and maintain corporate compliance.

Ideal Firm

The ideal firm we are wanting to acquire is a firm with a turnover of ~$200,000 – ~$500,000 in fees, however we would be more than happy to discuss opportunities with a firms turnover above or below this desired amount. Ideally we would like to speak to an Accounting Firm that has no Financial Planning fees, and can be re-located to the CBD over a period of roughly 3-6 months. The owner of the firm will be looking to retire and find a successful firm that will appreciate their clients, the process and has experience in acquiring firms as we do.

Eastern Suburbs Melbourne

Turnover

$9,000,000

Description
  • 7x Partners
  • 5x Consultants
  • 27x Accountants
  • 10x Administration
  • 7x Financial Planning Team
About the Firm

We are proud to have built a team of talented professionals, dedicated to helping clients meet their financial potential. Our team features accountants and financial advisors with diverse skills and specialisations to meet the challenges of an ever-changing industry. With our own AFSL for financial Planning requirements, along with utilising latest technology we find our team are very energetic to help support one another and our clients.

Ideal Firm

We are wanting to acquire an Accounting Firm with a revenue somewhere between ~1 million to ~$2 million, however happy to explore Accounting Firms outside of this revenue area. We would want the ideal firm to move into our location and enjoy the benefits of our infrastructure as well as creating opportunities internally for your staff. We appreciate through the process that a 12 – 24 month transition period is required for success, and are open to the owners of the firm working on a Part Time or Full Time basis through this period.

North Eastern Suburb of Melbourne growing to two locations in the Northern growth corridor first quarter of 2019.

UnderContract
Turnover

$2,300,000

Description
  • 2x Partners
  • 8x Accountants
  • 4x Support Staff
About the Firm

The firm is moving from a tax and business advice practice to a fully integrated financial solutions practice delivering:
– Tax advice
– Wealth creation
– Risk management
– Finance brokering
– Bookkeeping and business systems
– Software training
– Accounting and management reporting
– Business mentoring

The firm makes extensive use of current cloud base software both with clients and in-house.

Ideal Firm

You will be an owner of a small parcel of fees ( up to $350,000), wanting to grow and procure equity in a larger well established firm. A strong expertise in tax and client relations.

We are looking for the right person to fit our firms profile who is over 35 years old, dynamic, wanting to be a part of something great and who will take on the senior taxation role of this firm. If this is you, please contact us to discuss further.

Inner Eastern Suburbs, Melbourne

Turnover

$1,000,000

Description
  • 1x Partner
  • 1x Junior Partner
  • 2x Accountants
  • 2x Administration
About the Firm

A practice with an authentic people culture, where the relationships amongst our team and with clients, is the most important thing.

Ideal Firm

An owner/s of a Accounting Firm (without Financial Planning) that is looking to create a succession plan. The key for us is that we want to work with this opportunity over a ~2 year period to ensure clients are successfully transitioned. As we value not just the transition of the clients, but also the team becoming used to our environment and us with them. As this is what we value the most important thing of all! Ideally your minimum turnover of your firm would be at least $300,000 a year or a lot more, we would love the opportunity to discuss how we could create a successful succession plan with you.

Inner Eastern Suburbs – Melbourne

MergeCompleted
Turnover

$1,200,000

Description
  • 1x Partner
  • 3x Accountants
  • 2x Administrators
About the Firm

A modern accounting firm utilising Cloud Based Technology, looking to Merge, share costs or Acquire other Accounting Firms that are like minded or looking for a Succession Plan.

Ideal Firm

An Accounting Firm only with 1-3 Partners looking to either Merge with a like minded Accounting Firm looking to grow. Or, you might be in a situation where as part of your succession plan you would like to work with an Accounting Firm utilising latest technology. If this is you, we would love the opportunity to discuss with you how we could work together.

Brisbane CBD

Turnover

$1,900,000

Description
  • 2x Partners
  • 2x Managers & Consultant
  • 4x Seniors
  • 3x Accountants
  • 4x Administration
About the Firm

We focus on privately owned businesses of all structures in the provision of compliance and consulting services. Our firms’ core group of clients have been service on average between 15 to 20 years, with hands on mentality in the review and delivery of the services we provides. We enjoy the ability to adapt and respond to our clients and team needs.

Reason for merger:
To accelerate the growth of the firm to provide career opportunities, develop specialisation and innovation in the delivery of client services and position the firm to attract a larger clientele.

Ideal Firm

Opportunities of a similar size firm to help us grow. Whether you have 2 partners or more, wanting to join a team with similar values and approach to quality and ethical values. We are open to a number of possibilities, so if this is you please contact us.

St Kilda Road Melbourne

Turnover

$4,000,000

Description
  • 1x Directors
  • 12x Accountants
  • 5x Administrators’
About the Firm

Our reputation has been built on providing exceptional accounting and business advisory services to our growing client base for over thirty years. Our client base and expertise covers a broad range of needs and backgrounds, from professional people to businesses and families. Our clients are predominantly in Victoria along with a small percentage of clients around Australia and Overseas. The services we deliver include Business Advisory, Tax & Compliance, SMSF Audit and SMSF Compliance, Tax Consulting, Succession Planning and Estate Planning.

Reason for merge:
We want to grow as we have excess capacity, two young directors plus also provide career progression for accountants.

Ideal Firm

If you’re in a position where you are beginning to think about a succession plan, or wanting to reduce the workload of having to work 7 days a week to keep the practice going then we would appreciate the opportunity of meeting with you.

South Eastern Suburbs, Melbourne

Turnover

$600,000

Description
  • 1x Principal
  • 1x Senior Manager
  • 4x Accountants
  • 2x Part Time Administration & Bookkeeping
About the Firm

The firm looking to grow and expand. Providing Accounting, Finance, Tax, SMSF, Financial and Bookkeeping services with strong presence in small to mid-size businesses.

Ideal Firm

In or around the South Eastern Suburbs of Melbourne, and wanting to Merge with a likeminded Principal owner to Grow – or, you will be wanting to have a successful succession plan in place and looking for someone you can trust with your clients and staff.

Inner Eastern Suburbs, Melbourne

Turnover

$1,250,000

Description
  • 1x Principal
  • 5x Accountants
  • 2x Administration
About the Firm

This firm has been established and in operation for more than 80 years, beginning in the 1940's it is very well established and has a great client base and strong service line to it's clients.

Ideal Firm

The ideal firm this particular practice is looking to acquire will have somewhere in the range of roughly $400,000 to $1 million in Accounting Fees, however they are happy to explore opportunities outside of this revenue area. You would be looking to create a succession plan for exit over the next 1-2 years, and work with the buyer to ensure clients are successfully transitioned across and looked after along with your staff.

Eastern / Outer Eastern Suburbs, Melbourne

FirmAcquired
Turnover

$1,000,000

Description
  • 1x Partner
  • 2x Senior Accountants
  • 2x Assistant Accountants
  • 1x Receptionist
About the Firm

We are a friendly and professional Accounting Firm that is looking to expand, whilst growing organically. We want to also Acquire / Merge with another Accounting Firm.

Ideal Firm

We wish to Acquire / Merge with an Accounting Firm of up to or around $500,000 in turnover, located in Eastern / Outer Eastern suburbs of Melbourne.

Eastern Suburbs, Adelaide – Financially ready to buy before July

Turnover

$1,500,000

Description
  • 1x Principal
  • 4x Senior Accountants
  • 1x Accountants
  • 2x Junior Accountants
  • 1x Office Manager
  • 1x Receptionist
  • 1x Administrator
  • 5x Bookkeepers
  • 1x Marketing Assistant
  • 2x Financial Planners
  • 1x Finance Broker
About the Firm

Our focus is working in partnership with our clients, genuinely caring about them and their businesses. Delivering personalised experiences that deliver on our core values and providing value and desired outcomes at all times.

Ideal Firm

If you are looking to sell or merge as part of your succession plan. You will have great relationships with your clients and have a great interest in your client’s needs. If this is you, please make contact for a further discussion about how we could potentially come together.

Inner South Suburbs, Brisbane

Turnover

$1,000,000

Description
  • 1x Principal
  • 1x Manager
  • 4x Accountants
  • 1x Administration
About the Firm

This well established Firm of 11 years is more than just and Accounting Firm. The Accounting Firm is part of a multi discipline practice, including a Legal department, Migration and Education Consulting department and a Real Estate Service department. This firm is looking to purchase or merge with another Accounting Firm.

Ideal Firm

If you are an Accounting firm with a turnover of $500,000 to $1 million in fees and thinking about a succession plan where you’re wanting to merge or sell in the next year or so, please contact us.