Available

Accounting and Financial Planning Practice for Sale | Sydney CBD
Sydney CBD

• Ref: 135020
• Price: (POA)
• Turnover: $711,000

This Sydney-based accounting and financial planning practice, operating successfully for over 15 years in the CBD, provides a reliable revenue stream with significant growth potential.

This practice offers a comprehensive range of services including personal, partnership, trust, and company accounts, SMSF management, bookkeeping, payroll, ASIC agency, and financial planning services. The client base is diverse and primarily from the Sydney metro area, supported by an experienced manager and a well-trained team. There is a significant opportunity to bring the wealth management division in-house to capture full revenue from financial planning clients.

The practice generates a balanced income stream from accounting, financial planning, and SMSF audit services. Its prime low-rent office space is secured until November 2025, making this an attractive option for both established firms or new entrants. The retiring owner will assist with the post-sale transition to ensure smooth continuity.