Case Studies

This partner is a large award-winning national accounting practice with 5 offices across three states. Established for over 20 years they employ over 120 staff nationally, with an annual turnover of $30m.

The finance division was started in 2014 under a joint venture model, with double-digit growth every year since. The annual turnover of the finance division is now in excess of $1.2m which includes recurring revenue of over $400k. The business employs 4 full time and 1 part-time finance staff and has won many awards including being in the top 50 brokerage firms in Australia 2 years running.

This partner is a medium-sized award-winning Brisbane based accounting practice. Established for over 12 years they employ 12 staff, with an annual turnover of $3m.

The finance division was started in 2016 under a joint venture model, with double-digit growth every year since. Annual turnover of the finance division is now in excess of $240k which includes recurring revenue of over $84k. The business employs 1 full time and 1 part-time finance staff and has won many awards including being in the top 20 brokerage firms in Queensland.

This partner is a small award-winning Western Sydney based accounting practice. Under the current ownership for over 4 years they employ 7 staff (including 3 offshore support staff), with an annual turnover of $1.2m.

The finance division was started in 2019 under a referral fee model and is experiencing high growth. The annual turnover of the finance division is now in excess of $60k and has a growing recurring revenue stream. The business employs 1 part-time finance staff.

This partner is a small Gold Coast based accounting practice. Established in 2012 they employ 5 staff, with an annual turnover of $1m.

The finance division was started in 2020 under a referral fee model and is experiencing high growth. Turnover generated by the finance division is growing quickly as their staff referral efficiency increases. The business is serviced by one of our Brisbane based brokers.