Accounting & Financial Planning Practice Sales, Mergers and Succession
Specialist Practice Brokers and M&A Advisers
Practice Exchange is a specialist Australian online marketplace and M&A advisory platform for accounting practice sales, financial planning practice sales, mergers, succession planning, equity transitions and equity partner appointments. It forms part of the Business Exchange Network of industry-specialist business broking portals.
We draw on a national network of registered participants and professional sector contacts across the accounting and financial planning sectors, including buyers, merger parties, succession partners, equity partner candidates, practice owners and advisers.
For accounting and financial planning practice owners considering a sale, merger, succession pathway, partial equity transaction or partner appointment, we help assess the available options, manage confidential enquiries and engage suitable parties.
For firms looking to grow, merge or appoint future partners, we provide access to selected acquisition, merger, joint venture and equity partner opportunities across the accounting and financial planning sectors.
A Structured Process for Practice Sales, Mergers and Succession
Selling, merging or transitioning an accounting or financial planning practice requires more than simply finding a buyer. It involves confidentiality, timing, client and staff continuity, cultural fit, commercial terms, tax and structure considerations, and a process that gives owners confidence at each stage.
Practice Exchange combines specialist sector experience, structured enquiry management, platform-based workflows and access to a professional practice network to help owners assess options, engage suitable parties and work towards commercially sound outcomes.
Specialist Sector Experience
We focus on accounting and financial planning practice sales, mergers, succession pathways, equity transitions and partner appointments.
Professional Practice Network
We draw on registered participants and sector contacts, including buyers, merger parties, succession partners, equity candidates, practice owners and advisers.
Structured M&A Workflow
Our process supports confidential enquiry management, opportunity matching, buyer engagement and transaction progress from initial interest through to negotiation.
Transaction Experience
Our team has practical experience across practice sales, mergers, succession arrangements, partial equity transactions and equity partner appointments.
What our clients are saying
"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
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Exchange Place
We are seeking professionals who are keen to work collaboratively within the business exchange marketplace to maximise the outcome and efficiency of a business sale or merger.
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