News and Articles


Covid Impact on Buying and Selling Accounting Practices

Covid-19 has caused unprecedented disruptions to SMEs across Australia. For accounting practices this has impacted the value of goodwill – but how and how much this affects practice value and the sale process is still an open question.

Read More
Choosing Your Legacy - Thoughts on the Empty Chair

Some practitioners are comfortable with the assumption that they will continue working until the end of their life – what might be considered the “die at your desk” model. Fair enough, but there are big problems if you arrive at this position by default.

Read More
Partner Level Candidates Are Now More Available - Is Your Offer Right?

Appointing a new equity partner can be an effective way to underpin the continued growth of a firm, particularly when they bring an existing fee base with them. This can mean increased profitability, increased stability – or increased problems, if you don’t pay attention to the terms.

Read More
Increasing Dealer Group Charges Drive Financial Planning Book Sales

In the first quarter of 2020 we’ve seen a material increase in enquiry from vendors of small financial planning books seeking to sell. And it’s not just Covid-19 or FASEA driving this trend.

Read More
Merging to Retire - Is this an Option for You?

Succession can take many forms depending on your situation and goals. Considering a merger can give you options beyond a simple all-or-nothing sale.

Read More
Practice Exchange Buyer Index: Sydney Inner City and SMSF Fees Top of the Index

One of the benefits of having a tech team working alongside our brokering unit is the ability to draw data from our M&A platform to identify trends. We’ve been developing data prospecting tools to help us build a Buyer Index for the accounting industry.

Read More
'Tis the Season - No, the Other One

It’s a mostly acknowledged truth that the pace of Australian corporate world tends to shift following Melbourne Cup day. It comes much later for accountants who, defined by lodgement deadlines, tend to soldier on well into December – whereupon things tend to stop completely.

Read More
Not Quite Ready to Retire? Options and Alternatives for Accountants

You love what you do, and you’re good at it. So why should you just stop? Perhaps you shouldn’t.

Read More
A New Perspective on New Partners

Embracing technological change is always a challenge, particularly in the field of accounting. How can you keep ahead of the curve without adding even more to your professional education workload?

Read More
Appointing an equity partner: is it the right succession move for you?

There are many pathways to succession. Many practitioners in the accounting space are choosing to broaden their succession options by appointing an equity partner. But how do you find the right one?

Read More
Selling Your Financial Planning Business in Uncertain Times - When Is The Best Time to Sell?

With the pending FASEA requirements and predicted changes as a result of the Hayne Royal Commission into the Financial Services industry we are certain to see planners exiting the industry in increasing numbers. Should you go? And if so, when?

Read More
Accounting Succession - Asking the Right Questions

When I bring up the topic of succession with accountants there is a common theme: "I want to improve my work/life balance and maybe take some equity off the table, but I don’t want to retire yet."

Read More
Why more Financial Planning firms are also becoming Accountants

In response to an increasingly competitive marketplace many Financial Planning firms are bundling an accounting service to make it easier to attract and retain clients.

Read More
Maximising the Sale Price of your Planning Business - in changing times

Now that the Financial Services Royal Commission final report has been handed down one thing is clear – the way Financial Planning and Insurance Businesses are traded in the market place will change.

Read More