Selling Your Accountancy Practice or Premium Business
I work with accountants and business owners planning the sale of a practice or a business, usually the largest financial decision of their working life, and rarely a purely financial one. Accountancy practice sales are my specialist area, with more than 60 completed sales across New Zealand since 2018. I also represent a smaller number of premium businesses where the financials are strong, and the owner wants a discreet, properly managed sale.
Most of my work comes from the accounting profession: practitioners selling their own firms, and accountants referring clients with substantial businesses to sell. I also act directly for owners who want a properly managed, confidential sale without overexposure or wasted time.
The process starts with the appraisal. I identify what drives the value of the business, deal with the risks a buyer will find anyway, and prepare an Information Memorandum that presents the business accurately and well. A prepared business earns buyer confidence; an unprepared one invites discounting.
I then take it to a network of qualified buyers built over close to ten years, accountants, their clients, and finance professionals, through direct conversations, introductions, and referrals. These are serious, funded buyers matched to the kind of businesses I sell, not names from a database.
From there, I manage every step personally: screening, information under NDA, negotiation, and due diligence through to settlement. The process is deliberately structured so the vendor stays in control and value is protected throughout. The goal is the best outcome, not the first one.
Experience That Matters
More than 70 completed business sales, including over 60 accountancy practices.
Experience ranging from sole practitioners to multi-partner firms and substantial owner-operated businesses.
A buyer network of more than 3,000 accounting, finance and business professionals.
Every sale is managed personally from appraisal and presentation through to negotiation and settlement.
Every sale is different because every owner is different. Succession, retirement, family, legacy, these shape a sale as much as the numbers do, and taking time to understand the people behind the numbers is where the process starts working properly.
View recent accountancy practice and business sales
Read my guide to selling an accounting practice in New Zealand
