Why invest in Kelly+Partners?
Kelly+Partners provides unique exposure to a defensive and stable segment of the accounting industry with a proven business model that has delivered historical growth.
1. Attractive Industry Dynamics
Tax and compliance accounting has become increasingly complex which underpins predictable client demand for our services. Kelly+Partners focuses on SME businesses, which are the largest and most under-serviced segment in the Australian market. Traditional small accounting partnerships are facing numerous challenges, including succession.
2. Proven Operating Model
Kelly+Partners has developed a compelling and proven operating model. Our owner-driver structure creates long-term staff alignment, reduces back office costs, and delivers a better client experience. Kelly+Partners has an established track-record over the past 13 years in delivering transformational outcomes for accounting firms that join our network.
3. Defensive Business Model
Kelly+Partners focuses on long-term relationships with under-serviced SME businesses and their owners. We target defensive, low-churn, reoccurring services (accounting and taxation compliance). Kelly+Partners has developed an integrated proprietary accounting system, with a strongly growing brand presence.
4. Ongoing Growth Opportunity
Kelly+Partners expects steady growth in an existing network due to increasing SME demand, coupled with operating efficiencies and the recent marketing rebrand. Substantial opportunities also exist to expand the network further, in both greenfields and tuck-ins. Moreover, we are targeting expansion into specialist tax and wealth advice across a 5,000 strong client base.
The key elements of our business model include:
Mission + Values
Clearly defined mission and values.
SME focus in greater Sydney area.
Single brand and marketing.
Owner-driver operational structure.
Centralised back office.
Proprietary system and procedures.
Growing network and service offering.