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 11 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 bolt-ons. Moreover, we are targeting expansion into specialist tax and wealth advice across a 5,300 strong client base.

The key elements of our business model include:

  • Mission + Values

    Mission + Values

    Clearly defined mission and values.

  • Market

    Market

    SME focus in greater Sydney area.

  • Brand

    Brand

    Single brand and marketing.

  • Structure

    Structure

    Owner-driver operational structure.

  • Management

    Management

    Centralised back office.

  • Intellectual Property

    Intellectual Property

    Proprietary system and procedures.

  • Growth

    Growth

    Growing network and service offering.