Practice acquisition
Funding to buy in, buy out a partner, or acquire a practice — valued on goodwill and recurring revenue, not just hard assets.
Industry advisory
We begin by understanding the practice, how it earns, its ownership structure and what the capital must support next. We then assess debt capacity, lender fit and the appropriate execution path.
Principal-led advice shaped around the business, its objectives and what comes next.




Our advisory approach
We hear the story, understand the objective and consider what comes next before putting numbers into a credit paper.
We begin with the business, its objectives, current position and what needs to happen next.
We then examine cash flow, debt capacity, security and the risks affecting the decision.
We shape the facility around the objective, lender fit and future funding requirements.
We prepare the credit case and manage lender engagement through credit and settlement.
A professional practice isn't a generic small business. Its value sits in recurring fees, client relationships, goodwill and partner equity. We work with funders who understand that — and we structure the facility around it.
Funding to buy in, buy out a partner, or acquire a practice — valued on goodwill and recurring revenue, not just hard assets.
Structuring buy-ins, buy-outs and succession so the transition is clean and the practice keeps running.
Finance for rooms, fit-out and equipment, structured against the practice's cash flow.
Repricing an existing facility, consolidating debt, or freeing up working capital as the practice grows.
We're a small team working with a small number of clients at a time. The principal who structures your deal runs it through to settlement — no junior handoff.
Structure matters as much as the rate. How a facility is built — the security, the covenants, the repayment shape — decides how it serves the practice over its life, not just the headline number.
If your value sits in fees, relationships and goodwill rather than hard assets, the same principles apply. We work with professional practices across the Capital Region and Australia.
Fee-base lending, partner buy-ins and growth capital, valued on recurring compliance and advisory income.
Acquisition, trail-book and working-capital funding for broking businesses — assessed on the quality of the book.
Practice acquisition, partner transitions and premises finance for law firms.
Funding for advice firms with recurring-revenue and fee-base profiles.
GPs, specialists, dental and allied health — acquisition, fit-out and refinance.
Agency and rent-roll acquisition, growth and principal transitions.
We're mandated as your adviser — not owned by a lender or an aggregator. We structure the facility around your interest, then take it to the funders most likely to back it.
The principal structures the deal and runs it to settlement.
Major banks, regional, non-bank and private credit — one broker who knows them.
Local lender and valuer relationships a national broker runs remotely.
We design the capital structure around the practice, not a lender panel.
Common questions
Value sits in recurring revenue, goodwill and client relationships rather than hard assets, and many lenders undervalue that. We work with funders who assess practices on the right basis and present your numbers so the strength is clear. Any facility is subject to lender assessment.
Yes — acquisitions, buy-ins, buy-outs and succession transitions across medical, accounting, advice and agency practices. Terms depend on the practice, the structure and the lender.
Medical and allied health, accounting, financial planning, and real estate agencies, among others. If a practice runs on recurring revenue and relationships, the same principles apply.
Relevant pathways
Medical
GPs, specialists, dental and allied health — acquisition, fit-out and refinance.
Explore →Accounting
Fee-base loans, partner transitions and growth capital for accounting firms.
Explore →Advice
Funding for advice firms with recurring-revenue and fee-base profiles.
Explore →Allied Health
Finance for allied health practices — acquisition, fit-out and working capital.
Explore →Real Estate
Funding for agency principals — acquisition, growth and transition.
Explore →Rent Roll
Facilities secured against rent rolls, for acquisition or growth.
Explore →Agencies
Structured funding to acquire or merge professional agencies.
Explore →Start the Conversation
Whether you're acquiring, restructuring a partnership, or funding growth — we'd welcome the conversation. No obligation, no sales pitch. We reply within 24 hours.
Contact Details
What to Expect