NEW!

Partnership Opportunity – Highly Successful Chartered Accounting Firm | Northern Beaches, Sydney
Northern Beaches

• Ref: 135257
• Salary: (not disclosed)

A long-established and reputable Chartered Accounting and Financial Advisory firm in Sydney’s Northern Beaches is seeking to appoint a new Equity Partner to step into the role of a retiring principal. The firm enjoys a strong reputation, a stable client base, and consistently healthy profitability supported by an experienced senior team.

Firm Overview

• Accounting turnover: ~$3.6M – $3.8M
• Financial planning revenue: ~$600K
• Well-established operational structure with strong mid-market business clients
• Longstanding relationships across diversified industries
• Consistently robust profitability, reflecting disciplined operations and stable recurring fees

Equity & Partnership Structure

• Structured path into equity with a clear succession runway
• Bringing portable fees is advantageous but not essential, and any fees you do bring can be credited towards your equity position.
• Structuredr transition period ensuring a smooth handover
• Preference for CA / CPA-qualified candidates with partner-level capability

Suitable Candidates

• Senior practitioners seeking genuine equity in a quality Northern Beaches firm
• Directors or partners wanting to enter a stable, profitable practice with strong client loyalty
• Individuals seeking a long-term succession opportunity with lifestyle alignment and professional depth

Additional Options for the Right Candidate

The principals are also open to discussing Northern Brisbane and Southern Highlands partnership or acquisition pathways for candidates exploring multiple regions.

Next Steps

This opportunity is offered exclusively through Practice Exchange’s confidential process.

To explore whether this could be the right next step in your career, click REGISTER NOW, contact Mark Witt CA at mark@practiceexchange.com.au or 1300 722 452, or book a confidential discussion via this link.