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Melbourne Outer South-Eastern (ID#240)


$740,000 Accounting Fees and $270,000 FP

About Listing

Integrated accounting and financial planning practice in an attractive location. This award winning practice has a strong track record of growth.  Accounting clients are longstanding and have multiple contact points within the practice.  The practice is well run with a high quality and stable local team and is fully paperless and cloud-based. Debtors are very well managed with most clients on direct debit. The financial planning practice was established five years ago to meet accounting client needs. It has grown consistently since and has 64 client groups with recurring fees but is still well short of its potential in the right hands. The Vendors are committed to a smooth transition and consider the practice to be relocatable within a broad area from the outer south-eastern suburbs of Melbourne to the Mornington Peninsula although the Vendors would ideally like the existing location to be retained for 12 months aligned to the retention period.  

Reason for sale: The two Vendors, aged in their forties and thirties, are selling so that one (the majority owner) can spend more time on another existing business and the other (minority owner) can spend more time with their young family.

Get in touch with Mark or Daniel now.

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