How We Can Help

Collaboration not Competition

Accountants will maximise their enterprise value if they understand they are not selling their accounting clients but the potential of their client base. All accountant’s clients need other financial services from business planning to equipment finance and SMSF advice. Linking your business with a like-minded organisation to help your clients means you can protect your client base while ensuring you clients will receive best of breed financial services in one secure place. It will allow you accounting business to grow and expand your referral network. It will allow you accounting business to grow and expand your referral network as you wind down and achieve a stress-free transition into retirement. 


What are the current options for the baby boomer Accountant when they come to retire?

  • They can sell to another practice bigger or smaller

  • Amalgamate with another practice

  • Organise for your staff to buy the practice (management buyout)

  • Close the doors


What’s the problem with the current succession planning models?

  • They just don’t work because they are not win/win

  • They never get started - there is never enough time to plan

  • Accountants never realise the full value for their practice

  • Clients miss out and don’t migrate with ease

  • Clients leave

  • Revenue continuity issues


How we can help!

  • Transitioning for sale or retirement

  • Ensuring clients are looked after

  • Protecting your brand now and after you leave

  • Maximising your revenue

  • Recruit a young Accounting professional to help with your succession

  • Achieving maximum value for retiring partners

Who is our ideal partner practice?

We like to work with inner metro baby boomer Accounting firms in Sydney, Brisbane and Melbourne with 1 to 2 partners and turnover between $500K and $1.5M. 

If you are thinking of selling or retiring in the next 3 years and would like to discuss

the above then we would like to talk to you. Contact us now for an initial discussion! 

This website is part of the BlueKite Capital Group. We specialise in succession planning for the baby boomer Accountant. We will create the succession planning strategy that suits your exit plans.

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Suite 107 Level 1 109 Pitt Street SYDNEY NSW 2000