NSW FEE PARCEL

CPA Accounting & Business Advisory: Client Fee Parcel for Sale

REFERENCE: S-1011
CLIENT GROUPS

45

FY2027 FORECAST

$408K

Across parcel clients

ESTABLISHED

11+ years

CATEGORY

Accounting Firm – Fee Parcel

LOCATION

Southern Sydney

OVERVIEW

This fee parcel is being offered from an established CPA accounting and business advisory firm, based in Southern Sydney since 2015. The parcel comprises a mix of companies, trusts, sole traders and individuals.

The wider practice manages a broad client base, with clients predominantly Sydney-based and a spread across ACT, Queensland and Perth. The firm has never advertised, with all growth achieved organically through referrals and word of mouth.

REASON FOR SALE

The principal is looking to downsize their operation and is seeking to sell part of the fee base to reduce staffing and scale back the practice.

REVENUE MIX
INVESTMENT HIGHLIGHTS

  • Diversified Client Mix: 45 client groups spanning companies, trusts, sole traders and individual tax returns. Company groups make up the majority (59% of parcel fees), with one large multi-entity group (15 companies, unit trust, 4 discretionary trusts, 15 individuals) accounting for 26% on its own.

  • Detailed Fee Records: Client-by-client billing history provided for FY2026, with FY2027 forecasts available at the individual client level to support due diligence.

  • Quality Client Base: Deliberate client curation over the last 12 months has replaced higher-maintenance clients with a stronger quality base, a strategy the firm continues to pursue.

  • Remote-Friendly Delivery Model: Majority of client relationships are managed via email and Zoom, with only a small number of clients requiring occasional face-to-face contact, primarily for year-end sign-offs.

  • Embedded Capacity Upside: The wider practice has historically operated at capacity, with lodgement rates capped around 75%, suggesting scope for improved service levels and retention once resourced appropriately.

TRANSACTION OVERVIEW

  • Structure: Sale of a defined fee parcel (45 client groups), with the vendor retaining the remaining client base and continuing to operate a smaller practice.

  • Team: Team member(s) possibly available to transfer with the fee parcel, supporting continuity of service delivery.

  • Client Retention Risk: No known risk of client poaching by departing or existing staff.

  • Transition: Vendor to remain active in the practice post-completion, running a downsized operation with retained fees.

  • Consideration: Transaction terms subject to due diligence and agreement.

Interested? Let’s talk.

Interested parties must conduct their own due diligence. More details available upon execution of NDA.

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