Willing to consider long term strategic JV with Accountant also.
A dynamic duo with strong accounting / financial background is actively seeking to acquire a well-established financial planning, SMSF &/or Accounting practice in the Brisbane to Northern NSW region. The ideal practice will generate consistent recurring revenue of up to $500,000 and possess a loyal client base.
With a proven track record in successful business, the buyer is committed to preserving the practice’s reputation and fostering continued growth. Key areas of interest include:
- Established client base: A strong foundation of long-term client relationships is essential.
- Recurring revenue streams: A predictable income stream is a priority for sustained business operations.
- Qualified staff: A skilled team to ensure seamless business continuity is highly desirable.
- Growth potential: Opportunities for expansion and diversification within the region are valued.
The buyer is prepared to offer a competitive purchase price (of up to 3.05 times RR for the right cultural fit). They are open to various transaction structures to accommodate the vendor’s needs. Confidentiality is of utmost importance throughout the acquisition process.
If you are considering selling your Financial Planning Practice, SMSF Administration Business or Accounting Firm and believe it aligns with these criteria, please call or email Jim Prigg for a confidential discussion.