Business Insights Report
Deal Overview
EBIT
Circa $465,000
Revenue
Circa $1,460,000
Client Numbers
129+ Client Groups
Terms
Asset Sale
Price
Indicative Offers of $3,250,000
Business Details
Business Overview
An established self-licensed Melbourne CBD practice delivering integrated financial planning and accounting services.
The practice serves 88 financial planning client groups and 129 accounting client groups. Total Funds under management is $56.7m with an average client FUM of $644,318.
Average financial planning fees are $6,577 per client and average accounting fees are $5,403. The business holds an excellent age demographic within financial planning.
Reason for Sale
The principal has reached capacity and is seeking a partner with the infrastructure to support continued growth. They intend to remain with the business for the foreseeable future in a client-facing role.
Transaction Information
Indicative offers subject to due diligence are invited.
We expect offers to be in the vicinity of an FY26 multiple of 3.3x times Financial Planning Recurring Revenue of $578,818, 3 times risk revenue of $135,025, 1 times the 3-year average of ad hoc revenue $28,462 and 1.3 times Accounting Maintainable earnings of $697,008 = $3,249,746 or higher.
The pricing reflects the quality of the clients and revenue.
The transaction is to be structured as an ASSET SALE.
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