Well Established Accounting Firm For Sale Sydney 172 Active Clients

Description

Business type: accounting practice

Trading history: since 2008

Total clients: 172

Owner involvement: approximately 20 hours per week

Sale reason: retirement

Business overview

Established accounting firm with long-term client relationships and recurring revenue.

Client retention: strong

Market trust: established

Revenue stability: consistent

Client base

Total clients: 172

SMSF clients: 12

Trusts: 4

Partnerships: 2

Business clients: 22

Individual clients: 130

Sole traders: 2

Revenue mix

Company clients: 22

Revenue from company clients: approximately 51.60%

Revenue concentration: more than half generated by business clients

Recurring revenue base: established

Operations

Current owner hours: approximately 20 per week

Operating structure: established

Capacity for additional work: available

Client servicing systems: in place

Customers

Long-term relationships: established

Individual client base: substantial

Business client base: high value

Client mix: diversified

Growth

• Increase owner involvement
• Add new business clients
• Expand SMSF services
• Grow recurring accounting work
• Increase utilisation of existing capacity

Transition

Structured handover: available

Owner transition support: available

Sale reason: retirement

Buyer profile

Accountant: suitable

Existing accounting practice: suitable

Practice buyer: suitable

Growth-focused firm: suitable

Opportunity

Established accounting practice.

172-client portfolio.

Strong recurring revenue base.

Further growth capacity: available.