History

Kelly+Partners was founded in 2006 by Brett Kelly with his wife, Rebecca Kelly. 

The first partners were Scott Elwin (Central Coast office), Craig Bullock and Ada Poon (North Sydney office) who met while working together. All four of them believed there was an opportunity to create a specialist accounting, taxation and audit firm focused on private businesses and their owners in Sydney in the style of a Swiss private bank, providing a coordinated, personal, excellent and discrete service.

Since our inception, we have completed more than 23 growth transactions, building Kelly+Partners to the formidable market position it enjoys today. Over the firm’s 11-year history, we have developed specialised industry knowledge and deep relationships.

Our investment philosophy and the accounting firms with which we partner are service-based businesses within which the most important assets are the intangibles: the right people, their business practices and intellectual capital, and their customer relationships. 

We have developed considerable experience addressing these complex issues and are the leading partner firm in the accounting industry. Along the way, we believe we have distinguished ourselves as a flexible partner who delivers on what we promise and a value-added partner with deep sector insight. 

We always take a controlling shareholding and have partnered using a variety of transaction and capital structures.  We take great pride in building long-term partnerships.

Many people have asked us how Kelly+Partners has been able to maintain its culture and results through the many fads and market cycles. Our answer has always been simple: that we have stayed focused on our values and the operating tenets we have developed.