Just Listed

Accounting Practice

Sydney Upper North Shore

$2,200,000 Fees

More About This Listing

Just Listed

Accounting Practice

ID: 337

$2,200,000 Fees

This is an exceptional and well regarded accounting practice in an attractive location. It comes with a strong and consistent track record of growth from increased client numbers driven primarily by referrals. The practice is very well run with strong profitability, efficient operations and a strong quality focus. The client base is high quality consisting of small businesses and high net worth individuals. The Principal is supported by a proactive, capable and experienced team with good client relationships including two long standing senior team members. Further opportunities exist through proactive marketing, expanding business advisory and bringing financial planning services in-house (currently outsourced to several financial planners). This opportunity would suit an established and well-regarded firm who can continue to maintain the high levels of service and bring additional expertise and value to the client base.

Reason for sale: The Vendor, aged in their sixties, is transitioning to retirement.

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