Financial Planning Businesses For Sale

Conversely because of the client base with rental properties and SMSFs it would be suitable for someone wishing to purchase fees to expand an existing practice.

The practice has been in its current location for over 20 years therefore a well established practice.

Please note – to maintain an active and true representation of visible listings, any items over 6 months old will automatically be deactivated unless item is relisted.

Click here to add your own listing Click here to delete your own listing Long established accounting practice for sale.

The current practitioner can be available for the transition period.

Well established Accountancy Practice on the south coast of NSW. Located in the heart of the CBD the office is spacious with quality equipment and software.We are looking for an accountant who wants to continue working closely with the Mortgage Broking business and continue servicing the existing and future clients of the Mortgage Broking Business.The ideal buyer will have minimum 3 year’s experience in tax accounting and working with Property Investors and SME business owners and will be CA or CPA qualified.Sole practitioner can continue working 3-4 days per week for up to 5 years if required.Good staff and many long term clients including SMSFs and small NFP audits.The two current partners work full-time with an additional 2 full-time and 3 part-time staff.A transition period for current partners may be negotiated.Please note that the NTAA is not a broker and receives no income or commission for this service, and that all communication regarding any sale will be between the seller and any interested buyers.Click on the title of the relevant advert for more information (you will be asked to log in to access further information).The firm has been established for more than 5 years and have strong client base. Mix of Individuals, Sole Traders, Companies, Trust and SMSF Tax Compliance work.Most of the work is done remotely through home office, phone and emails.


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