Troy says, “The deal was made and the new branding implemented immediately to align the practice with its own business model.

We saw an opportunity to assist an existing group of clients with the benefits of a full service accounting firm offering compliance, financial planning and business coaching.

We initially entered a service agreement with the business to offer professional services on “an as needed basis”, but it soon became clear that the clients and existing staff wanted something more permanent and it fitted our business family photograph.”

Robson Partners has been in the market over the last few years for merger and acquisition opportunities with operational and financial capacity to form new relationships.

One of the benefits of our Count Plus model is the access to capital to make strategic acquisitions of good quality assets where we see accretive value from the outset. We have made ourselves known on the coast as the “go to” firm for practitioners who are seeking to unlock some of the equity in their business, retire, or reduce overhead costs.

The most valuable component of the sale of the Erina firm were the 2 staff members, Kate Morand and Fiona Booth, who have excellent connections and relationships with their clients. Kate says, “The main priority for Fiona and I was making sure the clients were being looked after. Coming across to Robson Partners will ensure that can now happen and we can get on with the business of driving service and value to them.”

The business was in a very dynamic state when we looked at it, but Kate and Fiona had an incredible devotion to their clients, ensuring that their work was completed to a professional standard which matched our own internal standards. We are delighted to have them as part of the team and take the opportunity to welcome the Broadview clients to our business.