$995 incl. GST
Selling or buying an accounting practice is one of the largest financial decisions of your career — and the outcome is set long before you reach the negotiating table. This self-guided toolkit, drawn from Michelle Knights’ expert-led session, gives you the market insight, the process, and the documents a broker would work from — so you can run your own transaction properly, without engaging one.
You’ll get immediate access on purchase: the 1hr 50min recording, plus every template, checklist and slide, delivered by email.
Immediate access on purchase. Watch any time, with templates you can put to use straight away.
A complete, self-guided toolkit drawn from Michelle Knights' expert-led session — the recording, the process, and the documents a broker would work from.
Michelle Knights walks through the full sale or purchase process, with a dedicated finance segment from John Bownas of Hyaline Finance.
1hr 50minA clear, step-by-step map of the entire process — so you know every stage, document and decision before you begin, not midway through.
Step by stepThe document a buyer needs to properly assess a practice, outlining exactly what to provide about a firm for sale. Ready to adapt to your own practice.
Sold separatelyA structured template covering the items that matter when putting an offer together — so nothing important is left out of the deal.
Ready to useA ready-to-use agreement to have an interested party sign before you release any practice information — so your details stay protected.
Protect firstEverything to prepare or request across financials, clients, staff, compliance and contracts — works whether you're buying or selling.
Buyer & sellerHow and when to tell your team and clients, with sample letters — the difference between keeping goodwill and losing it.
Sample lettersEvery slide from the presentation, supplied with speaker notes, so you can revisit the detail at your own pace.
With notesPractical funding guidance from finance specialist John Bownas — the key points to know before approaching lenders for an acquisition.
Expert segmentThe toolkit gives you the process and the documents. A consultation gives you an answer on your own practice — from a licensed broker who prices firms like yours for a living.
By phone or video, at a time that suits you. Michelle will tell you plainly what she would do if the practice were hers.
Select the consultation option above before you add the toolkit to your cart. It is optional — the toolkit stands on its own.
After purchase, email your preferred times to broking@robknightsbroking.com.au and we will confirm a time that suits.
Pricing a practice you only sell once, with no benchmark to anchor the figure or test an offer against.
Missing a step, a document or a condition — and watching a transaction fall over late in the process.
Recent ATO and TPB changes affect how transactions are structured and timed. Missing them is costly.
Understand how practices are priced and where yours is likely to sit — backed by decades of valuation experience.
Know every stage, document and decision in advance, with templates ready to use at each point.
Drawn from a licensed broker's day-to-day work, including where the latest ATO and TPB changes apply.
This toolkit gives you the same structure and documents a broker would use — for situations where managing it yourself makes sense.
You're buying or selling a smaller practice and want to manage the transaction directly — with expert structure behind you, rather than working it out as you go.
If you're selling a larger firm, or would rather have the process handled end to end, Rob Knights Practice Broking manages transactions directly.
Explore Practice Broking
A licensed broker and trusted advisor who has guided practice transactions for years. Michelle shares the strategies she uses in her own broking work — straightforward, market-based, and grounded in real deals.
Over 20 years in corporate and commercial banking, including a decade focused on finance for professional services firms. John now works with accountants and their clients to source and negotiate funding for acquisitions, capital restructures and partner capital. In this session he summarises the current market for funding a deal and the key points to know before you start.
No-nonsense, factual and, refreshingly, not a sales pitch. A good mix of facts and experience-based tips.
Straight to the point and laced with practical tips and examples. I went away armed with information that will be of great help.
Very satisfied with this presentation. A lot of good information was supplied.
Get the recording, the process and the templates you need to buy or sell a practice on your own terms — delivered instantly on purchase. Add an hour with Michelle if you want a view on your own practice.
Get the DIY Toolkit Questions? broking@robknightsbroking.com.auAccess is sent by email immediately after purchase. The recording and all supporting documents, templates and slides are yours to keep and revisit at any time.
Email your preferred times to broking@robknightsbroking.com.au once you have purchased, and we will confirm a time that suits. The session runs for one hour, by phone or video, and is held with Michelle Knights directly.
This toolkit is protected by copyright and licensed to the purchasing individual or firm for use in their own transaction. The documents are unbranded beyond their cover page, so you can present them as your own. They may not be resold, or shared or reproduced as templates for use by others. Use across multiple offices, entities or firms within a larger group requires a separate licence — contact broking@robknightsbroking.com.au for group licensing.
If you're unsure whether the DIY route or full broking is the better fit for your practice, get in touch at broking@robknightsbroking.com.au or call (02) 9233 4333.
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