Chartered Accounting Practice
M&A Opportunity in Brisbane.
REFERENCE: S-1006FY2025 GROSS REVENUE$3.64M
FY 2025 EBITDA (25.6% MARGIN)$912K
Proj. EBITDA (FY26e)$1.003M
CLIENT GROUPS800
Across various entities and individuals
CATEGORYAccounting Firm
LOCATIONBrisbane
OVERVIEWLong established Brisbane based accounting practice servicing over 800+ client groups with high retention (most span 15-20 years), it operates on modern cloud-based systems and uses a proven delivery model with both local accountants and an offshore team.
This opportunity may suit an established accounting firm seeking expand into the Brisbane market; or a partner-level practitioner looking buy into an established profitable practice with capable team members to manage the workflow.
Importantly the practice benefits from a hybrid delivery model designed for further growth and scale following the transaction.
DEAL CATALYSTThe founding director is seeking to exit his 37% stake within the next 12-18 months as he approaches retirement.
INVESTMENT HIGHLIGHTSSuccession Planning: one equity holder is seeking to exit a minority stake (37%) which opens a pathway for a new partner. The remaining partners (63%) will continue with business development and growth.
Margin Expansion: EBITDA margins forecast to increase above 27% in 2026 year. This is off the back of higher efficiency, quality team and offshore capabilities.
Operating Platform: digitised workflows supported by leadership, management and documentation tools.
Growth Opportunities: Immediate organic growth to come from internal expansion of the practices advisory services across its 800+ client groups.
TRANSACTION OVERVIEWStructure: Buy-out, merger or progressive buy-in will be considered.
Transition: business to continue as is, and retiring partner will move into an advisory only capacity.
Interested? Let’s talk.
Interested parties must conduct their own due diligence. More details available upon execution of NDA.