QLD ACCOUNTING MICRO PARCEL

CA Accounting & Business Advisory: Client Fee Parcel

REFERENCE: S-1016
FY27 FORECAST

$120K

Across parcel clients

CLIENT GROUPS

72

ESTABLISHED

10+ years

CATEGORY

Accounting Firm - Fee Parcel

LOCATION

Brisbane and surrounds

OVERVIEW

A well-established Brisbane accounting firm is offering a defined parcel of approximately $120,000 in annual compliance fees.

The parcel comprises predominantly individual taxpayers and investment-focused clients, including family and investment trusts, private companies and a smaller SMSF component. With a strong base of recurring annual compliance and taxation work, the parcel offers an established revenue stream that can be readily integrated into an existing practice.

Detailed client-level fee information is available to support due diligence.

REASON FOR SALE

The sale forms part of a deliberate strategic realignment by the vendor.

The practice is increasingly focused on complex growth-oriented business owners requiring proactive tax and structuring guidance.

Accordingly, the vendor is seeking an appropriate long-term home for clients whose needs are primarily personal taxation, investment-entity compliance and SMSF compliance.

This is a focused fee-parcel sale rather than an exit from practice. The objective is to align the vendor’s retained client base with its future direction while providing continuity and attentive service for the transferring clients.

REVENUE MIX

INVESTMENT HIGHLIGHTS

  • Attractive bolt-on parcel: Approximately $120,000 in fees (annual compliance) that can be integrated into an existing compliance team.

  • Recurring compliance focus: Predominantly annual taxation and compliance work

  • Manageable client profile: Average compliance fee of approximately $1,700, with a median of approximately $1,400

  • Clear client-level records:  Billing and service information is available for purchaser review.

  • Multiple service capabilities: Suitable for a firm servicing individuals, investment structures, small private companies and SMSFs.

  • Strategic - not distressed - sale: The vendor is continuing to operate and is narrowing its focus toward larger business clients.

TRANSACTION OVERVIEW

  • Structure: Sale of a defined fee parcel (72 client groups), with the vendor retaining the remaining client base and continuing to operate a practice with a different service focus.

  • Transition: Vendor to make introduction and facilitate transfer of documentation, available in a consulting capacity post completion to support handover and continuity.

  • 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.

Enquire Now