www.Planner.forsale is live.

31 May

It is with great pleasure I introduce www.Planner.forsale and our launch marquee Buy Side client Nick Reilly of Inovayt Wealth.

I've been in the AUS accounting and tax space for over 25 years and I'm yet to see the industry really grab a hold of the wealth piece properly.

I honestly believe that the majority of firms are better off having a straight referral relationship with a true Financial Planning expert, like Nick.

Here is what accounting industry guru Jason Robinson has to say about his dealings with Inovayt ...

"Partnering with Inovayt for our clients' financial planning and mortgage broking needs just took the worry out of that piece for us. We are delighted to work alongside a team that shares our values and commitment to delivering exceptional service. It's 100% a successful partnership."

If you are not 100% satisfied with the current financial planning offering to your clients, please get in touch.

If you have an offering and want to cash it in, that is you want cash money for your book of business, you can connect with real and active buyers like Nick via the site.

Of course touch base directly if you'd like to discuss or need more info.

Cheers, Kev

MORE ISSUES

Articles

Excellent engagement software = Greater business value

Once an accounting firm has client engagement sorted, and preferably automated, the business becomes more profitable and easier to sell.

Estate planning: Name a transaction advisor in your will

If you own your practice, proactive estate planning can enhance your legacy, support your loved ones and protect your staff.

Mastering the exit: Best practice for selling your accounting business

The sale of an accounting firm requires careful planning and strategy. Transaction advisor Kev Ryan shares his insight into the essential ingredients for sale success.

Merger: More than the sum of its parts

For a successful strategic partnership after a merger, flawless due diligence and complete cultural alignment are essential.

What’s your Accounting Firm worth (and how to sell it)?

Many think the biggest challenge in selling an accounting business will be in haggling over the price. But agreeing value, Kev Ryan says, is the easy part.

Maurice's lifestyle sale: Gain freedom, retain equity

When the demands of his accounting business became overwhelming, Maurice Sucevic found a way to continue doing what he loved, without all the admin.

The Surprising X Factor When Selling Your Firm

With a significant number of accounting firm owners looking towards a well-deserved retirement over the next decade, the industry will see an increasing number of mid-tier practices in the mergers & acquisition market.

3 Years On, Progression Group reflects on the strategic decision to acquire Hartnett & Co

Hartnett & Co’s significant client portfolio appealed to Progression Group, aligning with their areas of expertise and presenting a strategic opportunity to expand their client base and enhance efficiencies.

Empowering Mike and George as they plan for the future.

The journey towards the partnership with Carbon Group started from the realisation that as successful as MG Partners was, Mike and George needed to have a succession plan in place.

The rise of the professional services super firm

There are over 37,400 accounting businesses in Australia, according to IBIS World. The majority are small to medium enterprises (SMEs).

Is this the year to buy, sell or merge?

Each February, Australia Day sees the summer break come to an end and with school recommencing, Accountants that have been considering the year ahead start calling my office.

Navigating HR Challenges in Accounting Firm Mergers and Acquisitions

Accounting firms, known for their meticulous number-crunching skills, often find themselves embroiled in complex staffing issues when it comes to mergers and acquisitions.

Why people sell their accounting firm – The 2023 common theme.

As the year comes to an end, I thought this December Issue of The Deal could cover a recap of the year’s transactions

Malcolm sells for further expansion.

Malcolm had been working in his firm for over 20 years and business had plateaued. He wanted to expand but didn’t have the time, capacity, or resources.

PE Models discussed with David Haintz.

A spate of mergers and acquisitions in the accounting industry shows the dynamics around consolidation have changed dramatically since the pandemic.

The big players are long gone together with acquisitions for the sake of it, says one specialist, but AI could be a driving force behind future M&A.

A spate of mergers and acquisitions in the accounting industry shows the dynamics around consolidation have changed dramatically since the pandemic.

Growth through Acquisition: Insights from Carbon Group’s Co-founder, Jamie Davison

In the dynamic world of business, growth strategies play a defining role in achieving long-term success.

Empowering Tamara to take control and focus more on what she does best.

TC & Co Consulting is a Sunshine Coast based accounting firm that Kev Ryan helped progress to the next level through a business sale process with the Gild Group.

Why I Wouldn’t Buy Your Accounting Firm

Last month, I was fortunate enough to be invited to speak with the CPAs Sunshine Coast discussion group on the topic of Accounting Practice M&A.

Have you ever found yourself wondering “what’s next”?

Have you ever found yourself wondering “what’s next”?
“This is way harder than it used to be.”
“This isn’t my job is it?” …

www.Planner.forsale is live.

It is with great pleasure I introduce www.Planner.forsale and our launch marquee Buy Side client Nick Reilly of Inovayt Wealth.

Kevin’s succession was Andrew’s progression.

Kevin Scambler wanted a partner he could trust that would ultimately buy him out. Andrew Burness was looking to become more invested, building something that would advance his career.

Dealmaker or Dealbreaker? 5 tips to get the most from your M&A lawyer.

A lawyer’s role is to protect the legal interests of their client. Schooled in spotting problems, and often risk averse themselves, lawyers naturally seek to minimise risks to their clients.

Why do some accountants avoid addressing succession planning?

There are a lot of accounting industry participants who at some stage in their careers have either experienced or know a someone who has experienced, the good old dangling of the “Partnership” carrot.

Gary cashes in his bookkeeping.

Gary wanted to provide consistent outstanding service in his accounting business. This meant making strategic decisions about other interests consuming his time and energy.

Transfer trust to ensure retention.

When selling your accounting business, you really have only one job to do... get your clients to simply keep doing what they've always done, trust you!

Michael achieves work / life balance and claims back time.

Michael wanted a change in the direction of his firm and his lifestyle, but he didn’t know what that looked like.

Reducing operational impacts when doing a deal.

Far too often we encounter firms that are growing via acquisition that haven't put enough thought into the operational impact that bringing on a new client base can have to the business.

Readiness for sale - some basics.

Whilst the items to consider in this issue are tailored more towards Sole Practitioners, which in Australia represent the majority of the tax accounting industry.

Practice Succession - what's your plan?

More than 50% of the accounting firms in Australia currently have a principal or partners who are over the age of 50. And there are a reasonable number of firms with multiple partners in their 50’s or 60’s.

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Josh Cohen https://www.squarely.com.au

www.Planner.forsale is live.

Have you ever found yourself wondering “what’s next”?

Kevin’s succession was Andrew’s progression.

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