Why Partner With Kelly+Partners?

Building an accounting practice, growing it, and managing it from the beginning to the end of a career takes a huge personal investment of time, energy and sacrifice. We understand more than anyone how challenging it can be to achieve balance between professional success and personal fulfilment.

Wanting to do right by your clients and your team often means juggling the responsibilities of being an accountant, marketer, salesperson, business manager, human resources managers, IT technician, and more, all at the same time. Whether you’re trying to create a legacy or grow your firm, everyone needs a support system. Kelly+Partners could be yours.

Over our 17-year history, Kelly+Partners has helped transform 31 accounting firms and launched 18 greenfield offices to establish our existing accounting network across Greater Sydney. We have a long track record of working with leading accounting firms to solve their succession pathway and talent issues. Our proven Partner-Owner-Driver™ operating model delivers a number of key benefits including:

• Proactively managed succession planning, talent attraction and retention
• Long-term strategic alignment of operating partners via an ongoing ownership stake
• Enhanced staff culture as part of the strong and growing Kelly+Partners network
• Better client outcomes with the introduction of our proprietary accounting systems
• Greater breadth of service offering from leveraging the broader network skillset
• Improved firm profitability via centralisation of back office functions and new business procedures
• Enhanced marketing and brand presence under the Kelly+Partners banner.

Kelly+Partners are eager to hear from accounting practitioners about their businesses that meet the below criteria. 

The larger the business, the greater our interest.

We can promise complete confidentiality and a very fast answer — customarily within five minutes — as to whether we're interested. We will only buy for cash.

Brett frequently gets approached about acquisitions that don't come close to meeting the above tests: we've found that if you advertise an interest in buying collies, a lot of people will call hoping to sell you their cocker spaniels.

A line from a country song expresses our feeling about new ventures, turnarounds, or auction-like sales: "When the phone don't ring, you'll know it's me."

We know every accounting firm is unique. However, we require specific financial details to ensure that you receive a fair offer for your practice. In our experience, the process typically takes between 7 to 90 days to complete. We will request the following information.

• Your current legal and ownership structure
• The last 3 years of profit and loss statements
• The last 3 years of tax returns
• A list of employees and their benefits
• Pictures of your firm's premises (inside and out)
• Your business and personal plans, and time frame.
  

We will schedule a short non-intrusive visit from a member of the Kelly+Partners executive team. Assuming your firm meets the criteria outlined above, we will submit an offer to partner with your firm or merge your firm into the Kelly+Partners group. When you accept our proposal, our legal team will send you documents for the proposed transaction. These documents are for you and your stakeholders to review.

Please complete the confidential enquiries form located below. Once it has been submitted, you will receive a phone call within 1 business day.