This Accounting Firm is Supported by Staff and Being Transferred with Clients Located Within QLD, NSW and the ACT. Based in Brisbane, But Easily Relocated or Absorbed into an Existing Firm, These Quality Clients Include High Net Worth Companies and Employees (Includes Doctors/Medical Staff, Business Owners, Government Employees etc.). Many Have Company and Self-Managed Super Fund Returns Lodged, Per Annum. The Transfer of this Practice to an Accountant, or Existing Firm, Provides an Investment with a 31 Year Legacy. Its Organic / Referral Based Growth Has Generated a High 46.22% (approx.) Increase in Annual Billing, Since 2019 (Only 5 Years)!
• This Brisbane based accounting firm is now transferring its 31-year trading legacy to a practising accountant or existing firm, looking to bolster its annual client billing income and quality client base.
• After decades of ownership, it is now time for this owner to retire. But support staff are in place to transition with this business. It is important to note that due to technology, its main accountant need only personally meet with approx. 10 clients, per annum, at the main Brisbane office.
• With the balance of clients located within greater SE QLD/regional QLD (50% approx.) and NSW/ACT (50% approx.).
• There is option to relocate the current office and for an existing firm to absorb this business, its staff and its lucrative clientele. This move would result in simply adding funds to the bottom line (tens of thousands of dollars in rental cost savings).
• The staff are available to transfer to a new accountant or existing firm, being poised for any practising accountant to add high net worth clients to their database of clients serviced. These clients are of good quality, as they include doctors, medical industry personnel, government department employees and small to medium sized businesses etc.
• The focus of this firm has always been on attracting those who require support with submission of annual company, trust and self-managed super fund tax returns, mainly.
• Literally, a little under $150 has been spent on advertising since 2018. Therefore, the growth of this business’s annual client billing has been primarily generated by low cost and organically generated referrals, from the long term retained, existing clientele.
• The main accountant is wishing to support the new owner or existing firm, with a highly supportive transition and client hand over/introduction period. Desiring a seamless transfer for the sake of the clients and the new owner. Given the extremely high rate of client retention having been enjoyed throughout this practise’s 31-year legacy, even more clientele could be added to this good number of clients and returns being transferred, and the loyalty could be continued for decades to come!
• With a good body of clients ready to be transferred now, for the betterment of an accountant looking to leapfrog years of building a base, or a firm looking for quick and efficient expansion, this is a profitable endeavour. Being low cost and its annual services, including BAS and related monthly bookkeeping client services being rendered remotely, mainly.
• Also includes a highly profitable bookkeeping services offered by in-house, certified staff on team. This could be readily grown and actively marketed too. Includes a financial planning book of clients and valuable trail commission (being an option for a licensed financial planner ONLY – for a negotiated amount, being more than value below). This is an optional extra, as requires a license to receive these regularly paid commissions.
• This potential acquisition of this extremely long-term operating and rare acquisition of this accounting firm, means that this transfer could be one of the most time and cost-efficient ways to add hundreds of tax returns a year, to increase one’s annual billing.
• Save the costly marketing and building of a firm’s clientele and business over the long term. This one is ready made and ‘ripe’ for the transferring.
• This owner is now at retirement age but is wishing to remain for a highly supportive client transition of this firm to a new firm or accountant.
Retirement is requiring that this firm be transferred for only $549K WIWO Open to all genuine offers
Photos Used are for Indicative Purposes Only
