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SMSF Acquisition and Partnership Opportunities
Your practice transition, your way
Whether you're looking to transition your SMSF audit practice, explore succession planning, or establish a strategic partnership, ASF Audits offers tailored solutions that protect your legacy and support your clients.
Building the future through strategic growth
The SMSF audit industry is evolving rapidly. Increasing regulatory scrutiny, rising technology costs, and the challenge of attracting skilled staff are making it difficult for smaller independent auditors to compete. Meanwhile, many experienced auditors are approaching retirement without clear succession plans. ASF Audits understands these challenges because we're navigating the same industry landscape.
As Australia's largest independent SMSF auditor, backed by Fortitude Investment Partners, we have the resources, expertise, and commitment to ensure your practice and clients are in safe hands for the long term. Whether you're considering selling your practice, seeking a succession partner, or exploring collaborative opportunities, we'd welcome a confidential conversation about how we can work together.
Full acquisition
Sell your practice and transition clients to ASF Audits with confidence. We'll ensure smooth handovers and maintain client relationships. Whether retiring or pursuing other opportunities, we'll structure a fair deal recognising your practice's value.
Succession partnership
Planning for retirement but not ready to exit immediately? We can structure succession arrangements that allow gradual transitions, ongoing involvement on your terms, and peace of mind that your clients and legacy are protected.
Proposal development
We'll develop a transparent proposal outlining valuation, terms, transition approach, and how we'll ensure continuity for your clients and team. We welcome questions, negotiations, and open dialogue throughout.
Transition planning
Once terms are agreed, we'll work collaboratively on detailed transition plans covering client communication, staff integration, system migrations, and ongoing support. Your input shapes how the transition unfolds.
Ongoing support
Transitions don't end at settlement. We provide ongoing support to ensure clients, staff, and you (if remaining involved) experience a smooth, successful integration into the ASF Audits family.
What to Expect from the Process
A transparent, respectful approach
We begin with a confidential, no-obligation discussion to understand your situation and goals. If we proceed, we'll assess your practice thoroughly, examining your client base, processes, and team to understand how you fit within ASF Audits.
Next, we develop a transparent proposal covering valuation, terms, and transition approach, welcoming questions and negotiation throughout. Once agreed, we collaborate on detailed transition plans for client communication, staff integration, and system migrations, with your input shaping the process.
Finally, our support continues beyond settlement to ensure clients, staff, and you experience a smooth integration into the ASF Audits family.
