Sold

Combined Accounting / Planning practice
(location not disclosed)

  • Ref: 37820
  • Price: (POA)
  • Turnover: $850,000

Quality Accounting and Financial Planning practice with a good mix of long standing business and taxation clients. With approximately $30 Million in funds under management, there is a tremendous opportunity to significantly grow the financial planning division from within the accounting client base.

The practice has well established goodwill and demonstrated client growth patterns. It is situated in modern air conditioned premises with ample off street parking. The practices has the latest IT and software with the server and workstations being recently upgraded. Additionally there is the opportunity to purchase the office building.

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