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NEW!
Sydney CBD Accounting & Wealth Management Practice Seeking Merger or Acquisition Opportunity Sydney CBD
- Ref: 128550
- Price: (POA)
- Turnover: $3,000,000
A well-established and highly profitable boutique Chartered Accounting and Wealth Management firm based in the heart of Sydney's CBD.
Highly profitable, well-resourced firm with idle capacity and own AFSL A well-established and highly profitable boutique Chartered Accounting and Wealth Management firm based in the heart of Sydney's CBD is seeking to merge with a like-minded accounting practice—or acquire a book of fees. With a strong reputation for servicing quality SMEs, high-net-worth individuals and international clients, this firm delivers premium business services, tax advisory, SMSF, estate planning, and private wealth solutions. Key Highlights:Turnover of $2.5M+ in accounting fees $400K in recurring financial planning revenue Own AFSL with capacity to service more clients Modern CBD office with spare capacity and excellent facilities Team of experienced CAs and CFPs High-quality premises with capacity to absorb additional staff or workflow
The firm is fully geared for growth and has surplus physical and human resource capacity to support a smooth integration. This creates an ideal platform for a smaller firm looking to expand without the burden of overhead growth, or a senior practitioner considering a gradual transition to retirement. Suitable for:Firms or practitioners with $500K–$3M in fees seeking a strategic merger, succession or equity participation Accounting practice owners seeking an exit or to step back from operational responsibilities Financial planning firms looking to partner with an AFSL holder and unlock operational efficiencies
This is a rare opportunity to partner with an award-winning, growth-minded firm that values excellence, relationships, and long-term succession planning. Enquire in confidence to explore strategic fit and potential deal structures.
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