Available

Director-Level Accounting Practitioner Seeking Strategic Roll-In
Sydney CBD

• Ref: 135321
• Price: (POA)
• Turnover: $700,000

Sydney-based accounting practitioner seeking to roll into a stronger operating platform, with ongoing involvement in client management, advisory work, growth and leadership.

An experienced Sydney-based CPA and registered tax agent is seeking a merger-style roll-in with a larger Sydney CBD accounting firm, with the intention of remaining actively involved in an equity, director or partner-level capacity within the combined firm.

The opportunity involves an established accounting fee base of approximately $700k+, with current client fee analysis indicating approximately $724k in annualised fees across approximately 249 client groups. The average fee per client group is approximately $2,900, with around 60% of billings on monthly arrangements.

The client base is diversified across individual and entity tax, financial statements, BAS, monthly accounting packages, consulting/advisory, SMSF administration and corporate compliance. Industry exposure includes property, trades, real estate, consulting, NDIS, not-for-profit, schools, engineering, legal, medical, financial planning and SMSF-related clients.

Based on current FY26 projections, trading income is forecast at approximately $665k, with EBITDA before partner salary of approximately $334k, representing an EBITDA margin before partner remuneration of approximately 50%.

A key feature of the opportunity is the productivity upside. The practitioner is currently operating as a sole principal, with a significant proportion of time absorbed by administration, workflow, staffing, systems and general practice management. Within a larger operating platform, there is scope to redirect more of the practitioner’s time into client relationship management, advisory work, business development and growth.

The fee base has been built through both acquisition and organic growth, with approximately $400k generated through acquired client books and approximately $300k generated organically. This may appeal to a firm seeking both an established recurring fee base and an experienced practitioner with demonstrated client integration and growth capability.

The practitioner’s commercial expectation is to broadly maintain his current whole-of-practice earnings position while creating upside through future growth. By way of guide, this may involve a director/partner-style remuneration structure in the vicinity of $250k inclusive of superannuation, together with an appropriate profit share, growth participation, equity pathway or similar arrangement.

This opportunity may suit a Sydney CBD accounting firm seeking to expand fees, strengthen senior client coverage, add an experienced practitioner to the leadership team and build future growth through a structured roll-in arrangement.