Overview of the practice

Due to retirement, our client is seeking to sell his Cleveland practice with a $420,000 fee base. As the firm is mostly compliance-based, the buyer has the opportunity to generate more fees by offering advisory services.

Fee base is made up of:
1. 80% Business Services/Tax Compliance
2. 15% SMSF Audit
3. 5% Bookkeeping

Options for purchase:
1. Purchase accounting fees and office space
2. Purchase accounting fees and lease office space
3. Purchase accounting fees only
4. Manager level candidate seeking a buy-in by June 2023

Please call Maria at 0410 778 964 for a confidential discussion about this practice.