Partner with Kelly+Partners

Aligned Interests

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."

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.