This group is an R20m in fees per annum firm in Cape Town. They are ready to become part of a larger group. This large group must, however, not be so big that it is one which no longer focuses on the smaller client or is not focused on personal service. This is their proud success secret, and they keep growing annually with this methodology.

As a two-partner team, they are, however, at the end of growth if they want to keep this methodology going. Hence the desire to do an Upstream Merger with a likewise firm, that focus on the same thing. Access to more skills and addressing succession planning with a planned exit strategy over time for the more senior partner is something that will work very nicely for them.

They operate in the Accounting space and IRBA space

They have a few requirements, and they are:

• They would like to merge their firm, with someone, Upstream.

• You must be in the IRBA and Accounting space and want a strong partner in Cape Town.

• Sensitivity to looking after even a smaller client must be your ethos, this is their focus and having 4000 clients speaks volumes.

• Retaining their branding for a while until customers are used to the new dispensation is also a requirement.

• Some cash upfront to the partners for a portion of the equity and a merger of the balance is also part of the strategy.

If this is something that can work for you? 

Contact us today if you are interested