Sold Accounting, Financial Planning and Legal Practices
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Melbourne
South East
Accounting FirmSOLD
Fees: $650K
- Long-standing boutique accounting practice located approx. 15km from the Melbourne CBD
- Established in the 1960s, offering a full suite of accounting and taxation services
- 559 lodgements in FY2025; average billing around $1.2K per lodgement
- Approx. 390 client groups; average annual fee around $1.7K
- Diverse SME and individual client base across multiple industries
- Top 20 client groups contribute around 30% of revenue; low concentration risk
- Growth to date driven predominantly by referrals
Ref: PPV04404
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Melbourne
South East
Accounting PracticeSOLD
Fees: $850K
- Established south-east Melbourne firm, ~15km from CBD, trading since the early 1990s
- FY26 fees circa $850K with 443 lodgements in FY25 and average billings of $1.5K
- Diversified revenue: 33% trusts, 24% individuals, 16% companies, 13% super funds
- Average client group fee ~$3.5K, with the bulk above $3K and concentrated in the $5K–$20K range
- Top 20 client groups contribute ~36% of revenue; largest client at 3%
- Long-standing clients (15+ years) with next-generation owners coming through
- Principal available 4 days/wk in Y1, 3 days/wk in Y2, then by negotiation
Ref: PPV00715
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NSW
Sydney Hills District
Accounting FirmSOLD
Fees: $700K
- 477 lodgements annually, avg fee $1.7K
- Diverse client base: 38% revenue from companies, 24% from SMSFs, 17% from individuals
- Top 20 clients contribute 36% of revenue, largest at 6.4%
- Strong, loyal client relationships, with many serviced for 15–30 years
- Experienced, flexible team ready to assist with a smooth transition
- Potential to expand into financial planning
Ref: PPN04371
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Brisbane
Inner West Accounting Practice For SaleSOLD
Fees: $1.4M – $1.5M
- Inner West Brisbane location, within 5km of the CBD
- Established SME and HNW client base
- 223 client groups with strong average fee levels
- Over 30% of revenue from $30K+ fee clients
- Top 20 clients contribute just over 50% of revenue
- Modern tech stack: Xero, XPM, FYI, BGL & Ignition
- Semi-retiring principal with structured transition period
Ref: PPQ03786
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Southern Highlands
NSW Regional Accounting FirmSOLD
Fees: $880K
- Located in the desirable NSW Southern Highlands.
- Strong recurring revenue from small business & SMSFs.
- 560 lodgements in FY2025, averaging $1,352 each.
- 220 client groups, averaging $4.2K per group.
- Top 20 clients contribute almost 35% of revenue.
- Largest client provides 5.2% of revenue.
- Referrals from financial planners and local solicitors.
- 1–2 year transition support available if required.
- Approximately 75% of clients have been serviced for 20–30+ years.
Ref: PPN00159
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Victoria
East Melbourne
Accounting PracticeSOLD
Fees $750K
- Prime Eastern Suburbs location
- Well-established for 20+ years
- 180 client groups, avg fee $4.5K
- 40% revenue from companies, 22% from trusts
- Top 20 clients = 51% of fees
- Diverse clients across multiple states
- Most clients in eastern Melbourne
- Experienced, long-standing professional team
- Principal retiring, transition support offered
Ref: PV04365
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Victoria
Bellarine Peninsula
Accounting FirmSOLD
Fees: $380K
- Ideal lifestyle or secondary office opportunity
- Servicing individuals, businesses, and SMSFs
- Diverse client mix, including younger and older clients
- Located in an idyllic part of Victoria
- Top 20 clients = 30% of revenue
- Principal support available for transition
Ref: PPV04364
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South Australia
Adelaide CBD Accounting PracticeSOLD
Fees: $1.2M
- 80% equity available over time
- Established firm providing tax, compliance, and wealth advice
- Expanding VCFO, advisory, and succession services
- 785 lodgements in FY 2023, avg fee $1.3K
- Top 20 clients = 56% of revenue
- Staff mix of onshore and offshore, experienced team
- Principal support available for transition
Ref: PMSS02868
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Victoria
Suburban and Rural
Accounting FirmSOLD
Fees: $1.2M
- Strong ROI exceeding 60%.
- 277 clients, avg annual fee $4.2K.
- Top 20 clients contribute 30% of revenue.
- Servicing Victorian suburbs and rural regions.
- Experienced staff with WFM expertise.
- Principal retiring, offering flexible transition support.
Ref: PPV04253
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Perth
Legal PracticeSOLD
Fees: $1.55M
- Long-standing CBD boutique firm with 30 years of history
- Clients include SMEs, second-tier lenders, rural landholders & HNW individuals
- Diverse work mix: finance, litigation, estates, property & rural matters
- Strong referral base from accountants, planners & developers
- Top 20 clients account for 61% of annual revenue
- Practitioner open to phased transition over 1–2 years
Ref: PPW50006
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NSW
Sydney Metro
Bookkeeping FirmSOLD
Fees: $4.2M
- 15+ years of growth
- 82% revenue from retainers
- Sydney-based clientele
- Modern offices and IT
- Vendor support for transition
Ref: PPN80000
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Queensland
South West Brisbane
Multidiscipline FirmSOLD
Fees: $3.72M
- Established in a growing area
- Comprehensive services
- Diverse Southeast QLD clients
- Modern tech and infrastructure
- Vendor support for transition
Ref: PPQ00963
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Victoria
Melbourne CBD
Accounting PracticeSOLD
Fees: $2.9M+
- Efficient practice with SME focus
- Annual profitability ~56%
- Average client fee: $9K
- 40% revenue from top 18 clients
- 2+ years of partner transition support
Ref: PPV02381
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NSW
Murray Region
Accounting FirmSOLD
Fees: $1.6M
- 20+ years serving SMEs and SMSFs
- Steady growth via referrals
- 490 client groups in FY 2023
- Top 20 clients = 26% revenue
- Premises owned, relocation optional
- 12-month transition support
Ref: PPN03119
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Queensland
Gold Coast
Accounting PracticeSOLD
Fees: $1.4M
- Focused on SMEs and SMSFs
- 805 lodgements in 2014
- Top 20 clients = 33% of fees
- Largest client = $54K revenue
- Primarily based in SE QLD
- 12-month part-time transition
Ref: PPQ03869
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ACT
Canberrra Northside
Accounting PracticeSOLD
Fees: $1.3M
- Focused on IT, construction, and medical clients
- 1,750 lodgements in 2017
- Top 20 clients = 22% of fees
- Average lodgement fee: $621
- Key personnel retained post-sale
- 6-month reduced transition support
Ref: PPA04067
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NSW
Sutherland Shire
Accounting PracticeSOLD
Fees: $1.1M
- 30+ years serving the local community
- 607 client groups, avg size $1.8K
- 749 lodgements in 2019
- 36% revenue from top 20 clients
- Up to 6 months of transition support
- Relocation option available
Ref: PPN00805
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NSW
Northern Rivers
MultidisciplineSOLD
Fees: $1.1M
- 40+ years serving the Clarence Valley
- 800 client groups, avg size $1,200
- 1,550 tax lodgements in 2016
- Top 20 clients = 21% of fees
- Senior partner retiring, others staying on
- Premises continuity preferred
Ref: PPN02477
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ACT
Canberrra
Accounting Fee BaseSOLD
Fees: $1.1M
- 288 clients, avg fee $3.5K
- 25% from advice services
- Top 20 = 38.5% of fees
- Fees across $3K–$30K ranges
- Relocatable, 50% remote staff
- 1-year transition with consultancy
Ref: PPA03927
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NSW
Sydney CBD
Accounting Fee BaseSOLD
Fees: $1M
- 1,150 returns, avg fee $1,366
- 600 company returns = 67% of revenue
- 50+ SMSF returns and audits
- Top 20 clients = 28% of fees
- 50% revenue from $3K–$20K fees
- Relocation or lease flexibility
- Short-term transition support
Ref: PPN04020
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NSW
Northern Beaches
Accounting FirmSOLD
Fees: $1M
- 507 lodgements, avg fee $1,600
- 156 clients, avg size $7.4K
- 56% revenue from $5K–$20K fees
- Top 20 clients = 39% of revenue
- 45 SMSF audits, 78 SMSF returns
- Strong referral-based growth
- Transition support offered
Ref: PPN04191
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NSW
Inner Southern SydneySOLD
Fees: $1M
- Established in the 1960s
- 835 lodgements, avg fee $1.1K
- 68% of fees in $3K–$30K range
- Top 20 clients = 40% of revenue
- Average client size: $2.8K
- Up to 12-month transition support
Ref: PPN03309
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ACT
Canberra
Accounting FirmSOLD
Fees: $1M+
- 160 clients, avg fee $6K+
- 80% revenue from $5K–$30K+ fees
- Top 20 clients = 50% of fees
- One-third of revenue from management advice
- 60% of revenue from fixed fees
- Vendor remaining medium term for part sale/merger
Ref: PPA03927
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WA
Perth Inner North
Accounting FirmSOLD
Fees: $950K–$1M
- 120 lodgements, avg fee $3.3K
- 109 clients, avg client size $9.6K
- 52% of revenue from $20K+ fees
- Top 20 clients = 59% of fees
- 37% of fees from management advice
- Vendor retiring, 12-month transition
Ref: PPW04140
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SA
North East Adelaide
Accounting FeesSOLD
Fees: $970K
- 1,469 lodgements in FY 2014
- Top 20 clients = 30% of revenue
- Average client size: just below $1K
- 50% of regional clients open to relocation
- $50K financial planning revenue optional
Ref: PPS03871
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NSW
Northern Beaches
Accounting PracticeSOLD
Fees: $920K
- 920 lodgements annually, avg fee $1K
- 24% I returns, 38% companies, 20% super funds
- 71% revenue from $2K–$20K fees
- Top 20 clients = 28% of fees
- Average client size: $1.9K
- Vendor retiring, 12-month transition
Ref: PPN01967
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NSW
Upper North Shore
Accounting Firm AcquisitionSOLD
Fees: $900K
- 2,500 lodgements, avg fee $800
- 37% revenue from company returns
- 30% I returns, 17% super funds
- 43% revenue from $2K–$10K fees
- Top 20 clients = 17% of fees
- Vendor offering smooth transition
Ref: PPN03849
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NSW
Northern Tablelands
Accounting PracticeSOLD
Fees: $900K
- 1,000+ lodgements, avg fee $800
- 34% revenue from company returns
- 30% I returns, 12% super funds
- Top 20 clients = 44% of fees
- 60% of fees from $3K–$20K range
- Vendor supporting client transition
Ref: PPN04112
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NSW Sydney CBD
Tax, Accounting & Audit FirmSOLD
Fees: $900K+
- Balanced mix of tax, accounting, and audit services
- 50% of fees from audit services
- Top 20 clients = 50% of revenue
- Largest client: $170K in audit fees
- Average client group size: $2.6K
- Vendor available for 2-year transition
Ref: PPN00191
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NSW
Northern Beaches
Accounting FirmSOLD
Fees: $820K
- 217 clients, avg fee $4K+
- 60% of revenue from top 20 clients
- 34% revenue from $30K+ clients
- 55% of fees from company returns
- Virtual server & modern software
- Vendor available for 2-year transition
Ref: PPN04327
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NSW
Central Coast
Accounting Firm AcquisitionSOLD
Fees: $800K
- 550 tax returns, avg fee $1.4K+
- 76% of revenue from $3K+ annual fees
- 55% of fees from $10K+ clients
- Top 20 clients = 60% of revenue
- Expansion potential in financial planning & audits
- Vendor available for 12-month transition
Ref: PPN03947
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Queensland
Sunshine Coast
Accounting PracticeSOLD
Fees: $800K
- 830 tax lodgements plus BAS
- 48.5% revenue from companies, 21.1% from trusts
- Average client size: $2.3K
- 69% of fees from $3K–$30K clients
- Top 20 clients = 26% of revenue
- Flexible transition terms with retiring principal
Ref: PPQ03497
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Victoria
Melbourne Bayside
Accounting PracticeSOLD
Fees: $800K
- 700 lodgements, avg fee $1K
- 30% revenue from 104 super funds
- Top 20 clients = 27% of fees
- Clients include trading companies & property investors
- Strong SMSF growth potential
- Vendor available for 6-month transition
Ref: PPV04058
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South Australia
Adelaide CBD Accounting PracticeSOLD
Fees: $1.2M
- 80% equity available over time
- Established firm providing tax, compliance, and wealth advice
- Expanding VCFO, advisory, and succession services
- 785 lodgements in FY 2023, avg fee $1.3K
- Top 20 clients = 56% of revenue
- Staff mix of onshore and offshore, experienced team
- Principal support available for transition
Ref: PMSS02868
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