Established Cpa Practice - Nsw South Coast
Sydney Region NSW Region, New South Wales
$966,000
- Turnover: Not disclosed
- Net Profit: Not disclosed
Business Details
Business Category Accounting
CPA Accounting Practice with ~$1M Recurring Fee Base
A 35 year CPA accounting practice on the NSW South Coast is available for acquisition, offering a recurring ~$1M annualised fee base and a strong regional market position.
Book Quality
• Diversified client mix across agribusiness, pastoral, forestry, professional services, and SMSF retirees with long tenure relationships consistent with the practice's 35 year regional standing
• Top 10 clients account for ~22% of fees, with no single client exceeding ~6%, representing low concentration risk
• ~230 entity clients across private companies, family trusts, partnerships, and self managed super funds, alongside ~1,300 individual returns
• ~40 active SMSF clients providing high value annual compliance work, supported by a regional demographic with structural demand for retirement planning
• ~480 BAS lodgements per annum, forming the recurring quarterly compliance backbone of the book
Key Highlights
• Experienced Managing Director with 20 years tenure confirmed to continue, ensuring continuity from Day 1
• One of only two full service CPA firms in the region, serving an established and growing coastal client base
• Team of 10 across two leased offices, operating on a restructured cost base with Xero based workflows
Historical revenue of ~$1.7M p.a. when a billing principal was active, presenting a clear recovery upside for an incoming buyer who bills or recruits. Growth levers include audit reinstatement, financial advisory expansion, and a fee review across the existing client base.
The business is offered as an asset sale and will continue trading through settlement, with the full team transferring to the new owner.
This acquisition suits a billing CPA looking to step into an established book, an accounting firm seeking regional expansion, or a succession buyer wanting a recurring revenue platform with clear growth upside.
Closing
To find out more, click "Enquire Now" to complete a confidentiality agreement online. Some details of this business are confidential, and disclosure is subject to a signed CA at the broker's discretion.
Listing ID: NSW12164
Broker: Tiernan Lean
Ref: NSW12164
Mobile: XXXXXXXXXX
Email: XXXXXXXXXX
Note: Some business details are confidential and will only be disclosed following completion of a Confidentiality Agreement and vendor approval.
Stock photos may be used for marketing purposes. Purchasers are advised to conduct their own due diligence.
Ref: NSW12164
Timestamp: XXXXXXXXXX 3002
A 35 year CPA accounting practice on the NSW South Coast is available for acquisition, offering a recurring ~$1M annualised fee base and a strong regional market position.
Book Quality
• Diversified client mix across agribusiness, pastoral, forestry, professional services, and SMSF retirees with long tenure relationships consistent with the practice's 35 year regional standing
• Top 10 clients account for ~22% of fees, with no single client exceeding ~6%, representing low concentration risk
• ~230 entity clients across private companies, family trusts, partnerships, and self managed super funds, alongside ~1,300 individual returns
• ~40 active SMSF clients providing high value annual compliance work, supported by a regional demographic with structural demand for retirement planning
• ~480 BAS lodgements per annum, forming the recurring quarterly compliance backbone of the book
Key Highlights
• Experienced Managing Director with 20 years tenure confirmed to continue, ensuring continuity from Day 1
• One of only two full service CPA firms in the region, serving an established and growing coastal client base
• Team of 10 across two leased offices, operating on a restructured cost base with Xero based workflows
Historical revenue of ~$1.7M p.a. when a billing principal was active, presenting a clear recovery upside for an incoming buyer who bills or recruits. Growth levers include audit reinstatement, financial advisory expansion, and a fee review across the existing client base.
The business is offered as an asset sale and will continue trading through settlement, with the full team transferring to the new owner.
This acquisition suits a billing CPA looking to step into an established book, an accounting firm seeking regional expansion, or a succession buyer wanting a recurring revenue platform with clear growth upside.
Closing
To find out more, click "Enquire Now" to complete a confidentiality agreement online. Some details of this business are confidential, and disclosure is subject to a signed CA at the broker's discretion.
Listing ID: NSW12164
Broker: Tiernan Lean
Ref: NSW12164
Mobile: XXXXXXXXXX
Email: XXXXXXXXXX
Note: Some business details are confidential and will only be disclosed following completion of a Confidentiality Agreement and vendor approval.
Stock photos may be used for marketing purposes. Purchasers are advised to conduct their own due diligence.
Ref: NSW12164
Timestamp: XXXXXXXXXX 3002
What's Nearby
Nearby Locations
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This business is somewhat unique and has no similar competition in this region, category or price bracket.