Available

Merger Opportunity or Equity Pathway | Western Sydney (Parramatta Region)
Sydney Western Suburbs

  • Ref: 135135
  • Price: (POA)
  • Turnover: $1,500,000

An exceptional opportunity exists to merge your existing parcel of $200K+ in fees into a well-established and strategically evolving Chartered Accounting and Business Advisory firm.

With over 30 years of service to the SME sector and a highly systemised operation, this firm is entering a new phase of growth—led by an experienced leadership team and a clear roadmap toward expansion.

This opportunity is ideal for a senior accountant, sole practitioner, or small firm looking to:

  • Scale up operations,

  • Gain efficiency and support from an offshore delivery centre,

  • Reduce administrative overhead, and

  • Seeking an equity partner or role.

Why This Merger Stands Out

  • Scalable operating model backed by a fully owned and managed outsourced accounting centre in Philippines—freeing you to focus on client relationships and advisory services.

  • Full-service business advisory model: business services, tax, audit, bookkeeping, and access to wealth, finance, and insurance solutions via affiliated specialists.

  • $1.5M+ revenue with over 350 active clients.

  • Leadership team in place, allowing for a transition into strategic, client-facing work.

Ideal for Practitioners Who:

  • Manage or bring a $200K+ fee parcel and are looking to reduce the burden of back-office administration.

  • Are CA/CPA-qualified with 10+ years’ experience across compliance, business services, and advisory.

  • Seek genuine equity/ownership opportunity with a clear phase-in structure.

  • Value systemisation, technology (Xero, MYOB, QuickBooks), and collaborative growth.

What’s on Offer

  • A well-resourced platform ready for scale—with a structured path to equity.

  • Hybrid working model combining office, remote, and client site engagement.

  • A firm culture that values autonomy, innovation, and growth-minded leadership.

  • Professional marketing support, strong lead flow, and a clear growth plan already in motion.

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