Revenue
$1-2M
10-20%
South Australia, Australia
Revenue
$1-2M
10-20%
Services
Tax Return
60%
Tax Advisory
20%
Bookkeeping
10%
Audit
0%
Financial Consulting
10%
Tax Return Split in Revenue
Bookkeeping Software
100% cloud based
Fee Structure
Mix of fixed fee and hourly
Recurring Billing
80-100%
Age of Firm
10-15 years old
What is the state of your firm, technology wise today?
Progressive
We use all cloud technology and our team is equipped to work remotely
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Seller Intent
Planning to sell in the next 18 months
What is your #1 reason for selling?
Refocus energies on further growth
What is most important to you when selling?
Ability for me to have a more exciting career with people around me
How do you envision your life, post sale?
Focusing on BDM work