Partner with Kelly+Partners
If you're thinking about selling your accounting firm or planning your succession, we'd love to have a chat.
17 years of successful partnerships
Over our 17-year history, Kelly+Partners has helped transform 28 accounting firms and launched 18 greenfield offices to establish our existing accounting network across Sydney, Australia. 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 centralization of back office functions and new business procedures
- Enhanced marketing and brand presence under the Kelly+Partners banner
Partnership Testimonials
Barry Frank | Partner Testimonial
“I get a warm feeling about all the people we’ve helped over the years, building their businesses, developing their families…to me that’s the greatest thing to have that continuity.”
Ada Poon | Partner Testimonial
“In our business model, we help one another internally and we’re also here to help clients externally. Through that process, it helps one another to grow.”
Daniel Chiha | Partner Testimonial
“The reason I partnered with Kelly+Partners was that I had a realisation that talent is the key difference in the market.”
Darren Hodgson | Partner Testimonial
“Having the Kelly+Partners branding and support network behind you just makes it easier speaking to clients.”
Adam Quinn | Partner Testimonial
“Kelly+Partners is an exciting business to be involved in, it’s a very active business, it’s probably bucking the trend a little bit as to how progressive it is.”
Rex Hoeben | Partner Testimonial
“After joining Kelly+Partners, I started enjoying my professional work a lot more than I was previously.”
Annemarie Mclure | Partner Testimonial
“With joining Kelly+Partners, one of the great things has been the ability to network and talk to like minded partners within accounting businesses without that competitiveness.”
Charbel Geagea | Partner Testimonial
“I was encouraged to become a partner and actually do a fantastic job and have long-term ambition and to be there for a very long time.”
Daniel Kutcha | Partner Testimonial
“Kelly+Partners has made us a lot more disciplined in that it made us think about what our goals are, how to achieve those goals and how to exceed those goals.”
James Car | Partner Testimonial
“What makes Kelly+Partners different? Generally, the approach to how we conduct our business but also the openness and transparency and opportunities for growth.”
Marija Murray | Partner Testimonial
“I love my clients, I love my team, I love the fact that I’m part of a group that supports each other”.
Paul Dobson | Partner Testimonial
“There are a lot of firms out there that are not really in the digital age and they’re not servicing their clients to the level they need to be serviced. Kelly+Partners tick all the boxes with that.”
Ryan McCabe | Partner Testimonial
“Since being involved with Kelly+Partners, my first look into their procedures, structure, the values, culture – all the things I find important – I think they’ll only do the business well in the long term.”
Troy Apps | Partner Testimonial
“We saw an opportunity for us to improve overall business and grow further by joining Kelly+Partners.”
Transaction Process
We are eager to hear from accounting practitioners about their businesses that meet all of the following criteria:
- Your values are aligned with Kelly+Partners, namely “We want the best for others”, “One team, one way” and “We do what we say”;
- Demonstrated consistent revenue (future projections are of no interest to us);
- You are not affiliated with / or partly owned by an accounting network;
- Your core business is the provision of accounting and taxation services;
- Your target client is Private businesses and their owners
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."
Brand promise
Forward-looking advice
When you're ambitious, you expect the same from your partners. We go beyond standard compliance to provide trusted, forward-looking advice.
No surprises
Life and business can be unpredictable. That's why we provide value-based, fixed-fee engagements to give you confidence and transparency.
Accessible
Your business is more than just numbers to us. We understand the challenges of running a business and are here to help whenever, wherever and however you need.
Relationships
Strong relationships are essential to success. We leverage our expansive network to provide unique personal and business opportunities.
Transaction Process
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 timeframe.
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.
Find your nearest office
Email our team, give us a call, or visit one of our award-winning office locations
Take control of your financial universe
Achieve your personal and business goals by turning to Kelly+Partners Accountants today.