These fees represent an ideal starting point for a first time practitioner or a neat bolt on for a smaller established firm.
This mid Northern Beaches firm was established in the early 1990’s and offers predominately compliance services in addition to SMSF audits. Maintainable fees are circa $200K.
Of the approximate 700 tax lodgements, the vast majority are I returns, with a handful of partnership and trust returns. Company returns number almost 50 along with around 20 SMSF returns and 24 SMSF audits. The retiring practitioner is a registered SMSF auditor.
The top 10 client groups contribute approximately 17% of fees overall and are mostly located on the Northern Beaches. These long standing clients are predominately from the medical, building, finance and manufacturing industries with the key contacts ranging in age from their late 30’s to their mid-60’s.
The vendor is wishing to retire, but will be available to assist with the transition of clients as required. No lease is currently in place for the premises, however the further the fee base is relocated from its current location; the greater pressure will be applied to retention.
E-mail broking@robknightsbroking.com.au to request a confidentiality agreement or phone (02) 9233 4333.
The completion of a confidentiality agreement is essential prior to the supply of any information.
