Sample
+2 moreSummit Partners Advisory,
Melbourne, VIC
Professional Services • 8 staff • 15 years operating
Listed as a sample
Price information
Asking price
$1,250,000
Revenue
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EBITDA
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Years operating
15 yrs
Employees
8
About this business
Established accounting and advisory firm in Melbourne's CBD serving 340+ SME clients. Strong recurring revenue from compliance work, growing advisory division, and experienced team with succession plan in place.
Business details
- Listing ID
- SUMMIT-PARTNER
- Business type
- Professional Services
- Established
- 2011
- Ownership structure
- Pty Ltd — 100% share sale
- Premises
- Leased office, Melbourne CBD
- Floor area
- 220 m²
- Lease expiry
- Sep 2028 + 3 year option
- Staff
- 8 total — 4 accountants, 2 bookkeepers, 2 admin
- Owner involvement
- 22 hrs/week — client relationships and review
- Training & handover
- 12 months — critical for client retention
- Reason for sale
- Principal retiring
- Included in sale
- Client book, practice software, workpapers
Key features
- 340+ SME clients, average tenure over seven years
- Compliance work is annual and recurring — highly predictable
- Growing advisory division at higher margin than compliance
- Succession plan already documented with the senior team