An Accountancy practice client base currently owned by a leading financial planning firm is available for immediate acquisition.
- Number of clients/family groups: 200
- Annual turnover. $300K
- Average fee per client: From $250 – $5,000
- Pricing 1.00 times RR up front for the right cultural fit
- Premium client demographic. A large portion of the client base consists of health professionals (doctors, surgeons, dentists), typically associated with higher income, stronger engagement, and ongoing advisory potential.
- Immediate work is required to provide advice before the end of the tax year to the clients
- Established referral pipeline (not a cold client base) – Backed by a leading financial planning firm, with ongoing referral opportunities.
- High-quality, professionally engaged client base – Clients value advice, supporting strong retention and lifetime value.
- Strong cross-sell potential – Opportunities across tax structuring, business advisory, SMSFs, and ongoing compliance.
- Ideal bolt-on acquisition – Well suited for firms looking to expand into Bayside or scale quickly.
- Recurring revenue profile – Reliable annual income from compliance work. Immediate revenue uplift opportunity – EOFY work provides immediate billing potential.
- Supportive transition and handover – Warm introductions and structured handover process.
- Scalable platform – Ability to increase fees, introduce advisory services, and improve margins.
- Attractive Bayside location – Strong local client base in a desirable area.
This represents a rare opportunity to acquire a high-quality, well-aligned client base with immediate revenue, strong referral pathways, and clear upside for growth.
For more information and a prompt introduction please call Jim Prigg on 0408 520 453 or jim@knowledgemaster.com.au.
Preference will be given to acquirers with approved funding in place rather than a contract that is “subject to finance”.
All negotiations are subject to a signed NDA with the vendor.