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Western Australia (ID#278)

WA

$712,000 Fees

About Listing

Established and highly regarded SMSF Administration Business of 19+ years. The practice has stable fees, well managed debtors and strong profitability. The client base is loyal with 64% of clients sourced directly - predominantly through word of mouth - and ongoing referral relationships with a number of accounting firms and financial advisors. (The largest referrer accounts for only c.13% of fees). The Principal is committed to a smooth transition to new ownership and is supported by a longstanding and capable team who have good client relationships. This includes a Senior Accountant, also a Registered Tax Agent, who is open to taking on equity and remaining long term.

Reason for sale: The Vendor is transitioning to retirement.

Get in touch with Mark or Daniel now.

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