A successful group that has purchased 18 accounting and financial planning business is looking to build on their win/win acquisition strategy.
They have been able to help dozens of financial planning practitioners retire or be able achieve their goal of greater income for a better work/life balance.
They look beyond 100% buyouts to give stability to the clients, the vendor and the acquirer.
Businesses in locations in Melbourne, Sydney and Regional Victoria are sought to have a preliminary discussion with
Who is the group? Wilson Pateras.
I have had the pleasure of watching Nicholas Pateras over the past decade. Their grow by successful acquisition and managed organic growth has benefited all parties joining Nicholas’ group and their clients.
One such successful model includes the following:
- To acquire circa 60% of the business (existing owners to retain balance) – we are flexible on the % WP owns.
- To offer an option agreement for the vendor to sell the balance of equity to for some time in the future.
- Target businesses to retain their name – there will likely be a re-branding of the target firms to colours consistent with the new owners corporate modelling
The advantages of this style of merger are to:
- Allow the Vendors of Target Business to continue on their ownership journey
- Maintain upside on growth in the practice
- Allow the acquirer to assist with business issues, compliance, succession management and business improvement.
- Maintain full continuity of client base, staffing and local brand presence.
Why Partner with Wilson Pateras?
- Allow Wilson Pateras to assist with all the Business issues of operating an Accounting and Financial Planning Practice.
- Succession management. Wilson Pateras will help to find senior team members to join your practice. We will also coach and grow the Careers of existing Senior Staff and develop future Partners of your firm
- Gain access to qualified professional accounting processing support from Wilson Pateras
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- Technical Experts in Taxation
- Specialists in Consulting Services including SMSF and Research and Development
- Senior Accountant capable or processing complex accounting jobs and providing fast turnaround of urgent overflow work.
- Remove unnecessary administration tasks from Accountants so they can concentrate on servicing clients:
What are the Benefits of Partnering with Wilson Pateras?
- Accountants and Financial Planners can realise capital on their Accounting Fee asset whereby Wilson Pateras will purchase the shares of the Accountants business for a cash transaction.
- Enjoy accelerated growth on the remaining ownership interest in their Accounting Practice
- Have an option to sell the balance of share equity that Accountants have in their Practice to Wilson Pateras in the future
- Maintain full continuity of client base, staffing and local brand presence. Nothing will ever change.
Who should Partner with Wilson Pateras?
- Accounting / FP practices located in Melbourne, Sydney and Regional Victoria
- Accountants who wish to sell circa 60% of the business (existing owners to retain balance) – we are flexible on the % WP owns.
- Accounting / FP practices that wish to:
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- Retain their trading name
- Retain all of their staff
- Retain their systems
- Retain their business location
- Retain their role as the leader of their business
Fill in the form to set up a time to have an initial meeting to learn more about Wilson Pateras with Nicholas Pateras himself or call or email Jim Prigg today.