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 focusses 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 which join our network.

3. Defensive Business Model

Kelly+Partners focusses on long-term relationships with under-serviced SME business 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 exisiting network due to increasing SME demand, coupled with operating efficiencies and the recent marketing re-brand. Substantial opportunities also exist to expand the network further, in both greenfields and bolt-ons. Further, we are targeting expansion into specialist tax and wealth advice across 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