SA Regional Opportunity

This outstanding accounting and wealth management business, with expected fees of $2.68 million for FY25(E), has been thriving for over five decades. Located in the Adelaide Hills, the practice is celebrated for its dedicated and professional team that consistently delivers exceptional service to its loyal clients. In 2009, the establishment of the wealth management arm expanded the range of top-tier services offered by the practice.

The practice has continued to grow and attract A-grade clients, whereby today, the accounting practice services approximately 1,189 while the wealth practice services approximately 57.

The accounting business offers a broad spectrum of services, including tax advice and return preparation, business administration, general business and structuring advice, and superannuation administration. The wealth business specialises in wealth creation, wealth protection, retirement planning, and superannuation administration.

The practice’s clients are predominantly rural and regional businesspeople, typically located in and around South Australia, with up to 30 Family Groups, in the $50m to $200m net asset value range. The clients represent a wide array of industries including building, fishing, healthcare, mechanical, pharmacy, primary production, transport and high net-worth clients to name a few.

The principal recognises that now is the time to pass the baton; to see a new practitioner / new firm take over the running of the business and continue the superior servicing of its valued clients.