Under Offer - Accounting Parcel of Fees - Lower North Shore

BCI Business Brokers is pleased to present this quality parcel of accounting fees located on Sydney's Lower North Shore. The client base generates approximately $215,000 in fees and originates from a long-established practice of over 30 years, known for providing high-quality service and maintaining long-term client relationships.

The practice operates on MYOB and services a mix of high-net-worth individuals, companies, trusts, and partnerships. Clients are located across Sydney, regional NSW, and a few clients based interstate and overseas. Fewer than 10% of clients visit the office in person each year, reflecting the remote-friendly nature of the portfolio.

Client retention has been exceptional, with very little turnover over the years. The vendor has intentionally kept the client list at a comfortable size for a sole practitioner and is now transitioning toward retirement. A short but suitable handover will be provided to outline workflow processes and introduce clients. Following this, the acquirer will manage the clients independently, making this an ideal opportunity for an experienced practitioner with strong relationship skills.

Please note: No vendor finance or deferred payments will be considered outside the standard retention provision. All interested parties must have funding in place.