Selling Accounting Practices and Financial Planning Businesses

"Practice Exchange helped us successfully manage the exit process for a retiring partner a decade ago, so we had no hesitation in calling on them to assist us with our merger. They assembled a comprehensive list of potential partners from across the country - carefully targeted matches, not just a sample of some database mailing list - and used their systems to whittle it down to a carefully vetted and refined short-list. They kept us constantly informed of their consistent progress, carefully negotiated terms on our behalf and were on hand at all times throughout the contract and execution phases. A thoroughly professional job."

Margaret Everett - Director of MGI North Queensland

"Practice Exchange went the extra mile to search for potential acquirers for my practice. Under challenging conditions, they identified an impressive range of buyers and skillfully negotiated with bidders on my behalf. The Practice Exchange team worked persistently to keep the process on track. I was impressed with their dedication and commitment throughout the entire engagement as was particularly impressed in the way they closed the deal."

Charles Anstis - Director, Mandala Financial Planning

"Thank you for your help in arranging and assisting with the merger of my practice... your support from the initial IMs, preliminary meetings with various parties, guidance and final negotiations were conducted in a very professional manner and most helpful leading to a favourable result for both parties"

Graeme Weidenhofer - Principal, Altus Financial