01 Recognise recurring revenue
Compliance and advisory income is stable and predictable. We work with funders who price that quality properly.
What we do
Funding that reads a fee base properly.
Accounting practices earn stable, recurring compliance and advisory income. Most general lenders undervalue exactly that. We work with funders who recognise the quality of recurring revenue — and we present your numbers so credit teams see the strength, not the unfamiliarity.
02 Present the goodwill
Fee multiples, client retention, and the quality of the client base drive practice value. We put them to lenders who get it.
03 Navigate partner structures
Multi-partner firms carry complex ownership. We work through partnership agreements, restraint clauses, and staged equity transitions.
04 Structure for seasonality
Tax season creates predictable revenue peaks. We build facilities that accommodate the natural rhythm of practice income.
We're a small team working with a small number of clients. Based in Canberra, connected nationally. We structure first, then go to the right lenders. And if borrowing isn't the right move yet, we'll tell you when not to borrow.
Our solutions
How we help accounting practices.
From your first practice acquisition to running a multi-partner firm, every structure is designed around the accounting profession — not retrofitted from a generic business loan.
01 Practice Acquisition Finance
Funding to acquire an accounting practice — goodwill, recurring fee base, and work-in-progress. We know how lenders assess accounting practice valuations, and we present yours to match.
02 Fee Base Loans
Specialist lending secured against recurring fee income. Structures designed around the predictable nature of compliance and advisory revenue.
03 Growth Capital
Working capital to invest in technology, hire staff, or expand into advisory services. Facilities structured around your practice's cash flow cycle.
04 Partner Buy-ins & Transitions
Finance for new partners joining, existing partners exiting, or generational ownership transitions within the firm.
05 Commercial Premises
Finance to purchase your own office space rather than leasing — building long-term equity in your business location.
06 Professional Insurance
Key person cover, income protection, and business insurance tailored to the specific risks facing accounting professionals.
Specialist knowledge
Generic brokers undervalue your firm.
Here is what specialist knowledge changes about your outcome — at the structure, the valuation, and the rate.
01 Recurring revenue recognition
Practices generate stable, recurring compliance income that most general lenders undervalue. We work with funders who properly recognise this revenue quality.
02 Goodwill & practice valuations
We understand fee-multiple methodologies, client retention analysis, and how lenders assess the quality of an accounting firm's client base.
03 Partner structure complexity
Multi-partner firms have complex ownership structures. We navigate partnership agreements, restraint clauses, and staged equity transitions.
04 Cash flow seasonality
Tax season creates predictable revenue peaks. We structure facilities that accommodate the natural rhythm of accounting practice income.
Our clients
Who we work with.
01
Sole practitioners acquiring their first practice.
02
Mid-tier firms pursuing growth by acquisition.
03
Partners buying in or buying out of existing firms.
04
Practices transitioning from compliance to advisory models.
05
Accounting firms purchasing commercial premises.
06
Retiring principals planning succession and exit.