Boutique organisation with over 25 years in operation (Bayside)
Sole owner seeking to sell and retire (after a handover period)
If required, happy to consult on a 2 to 3-day basis during the handover period
Long-standing clients from a variety of industries
70% of clients are individuals and 30% are businesses
18-month lease remaining on premises (150sqm)
Stable client base – an average of $450,000 per year in the last 7 years
Growing practice with circa $290,000 in fees, year to date (2023 FY)
Opportunity for potential buyers to offer advisory and/or wealth services to existing clients