Location Not Disclosed

Accounting Practice

ID: 454

$18,000,000 + Fees

Leading multi-disciplinary accounting group for sale/merger

A single-location group with three established divisions: accounting, audit and wealth. The group has consistent profitability and a loyal, diversified client base. Its leadership team is capable and experienced, and most of them intend to stay with the business and retain some level of equity. The offer is for the sale of c.60–80% of the group's equity, dependent on structure and terms.

Reason for sale: The directors are seeking a partner that can bring greater scale, resources and investment to the business including capturing the potential of AI. They also want a clear succession pathway for current shareholders and room for the next generation of leaders to grow. The preferred acquirer will be a progressive, people-focused firm with a compatible culture, established or emerging brand and a shared long-term outlook for the profession. 

Enquiring parties will need to demonstrate the scale and capacity to handle a transaction of this size.