Buy a Financial Planning Business

Do you know what a fair value is for the business, or the payback period? Our Buy Side Advice process can help you understand what a fair purchase price is, how to frame your offer, and how to get it right from the beginning.

We help clients investigate and transact on buying financial planning businesses and client bases, managing expectations, pricing right and your payback period.

Why it's important to buy the right practice, the right way

With the increasing regulatory costs, scale is a major contributor to financial success in these businesses. As such, buying a client base or business, can build your own base faster, allowing you to derive strong profits, pay down debt and build a healthy asset. If you’re starting out, or already at 2m in revenue, it’s likely that more revenue, is going to contribute significantly more to your bottom line.

We’ve seen plenty of examples where a purchaser has overpaid for a client base and not done their due diligence, being left out of pocket. Other times, unrepresented buyers complain of not being taken seriously.

Our 8 step process for buying a practice

If you are thinking of growing through acquisition, and would like to ensure the get the right practice for the right price, please get in touch.


Why Choose Accru

Accru has been helping clients buy businesses since inception. Our experience is underpinned by:

Complimentary Discovery Call

A complimentary 20 min call to explore your goals and options, and put you on the right path to a successful outcome.

Accru Practice Acquisition Experts


Courtney Telega

One of her core strengths is providing end-to-end tax and accounting support to small-to-medium sized businesses with a high focus on driving profitability and value.


Fiona Ettles

Fiona is enthusiastic about informing and reassuring clients of their financial position, be it in regard to the value of their businesses, or their tax returns.


Tim Lane

Tim specialises in helping clients plan for the future with a focus on maximising business value.


Accru is an award-winning
network of Australian
accounting firms



“Accru Hobart has supported our business development, due diligence and governance responsibilities for over six years. Our ongoing relationship is a testament to their professionalism, ability to understand our needs and provide specialised, professional support at a competitive rate.”


Our People

Our people are naturally experts in their field. With a team of 200 across Australia, you’ll find a myriad of skills to help manage your business and financial challenges.


Profit… It’s not a Dirty Word

In medicine, the word profit can garner negative connotations. Often, we see doctors who run practices that make hardly any profit.


Business Advisory

Improve your business performance and achieve superior return.


Accru Hobart

Accru is an award-winning network of independently-owned accounting firms in Australia. We help businesses grow, thrive and generate wealth for their owners…