WHY CHOOSE KELLY+PARTNERS? V 1.1 Helping you, your clients and your team Be Better Off Through the Partner-Owner-Driver® Model PUBLISHED: 11 JANUARY 2024
OFFICES OPENED
YEARS
HISTORY 2006
1 2007
NORTH SYDNEY
WESTERN SYDNEY
2 2008
3 2009
4 2010
5 2011
6 2012
7 2013
8 2014
9 2015
SOUTH WEST SYDNEY
NORWEST
CENTRAL TABLELANDS
SOUTHERN HIGHLANDS
NORTHERN BEACHES
WOLLONGONG
CENTRAL COAST
6
11 2017
2
SYDNEY CBD
IN
ORAN PARK
30
TEAM MEMBERS
10 2016
HONG KONG
100+
TEAM MEMBERS
150+ TEAM MEMBERS
TEAM MEMBERS
PARTNERS JOINED
BARRY FRANK
BRETT KELLY
ADA POON
SCOTT ELWIN
ANDREW ZOGHBI
PETER DAWKINS
PETER CAMPBELL
KIM MEREDITH
KARINA RAUCH
3
5
PARTNERS
K+P MILESONES
CHARBEL GEAGEA
PARTNERS
6
ADAM QUINN
DANIEL KUCHTA
11
PARTNERS
PARTNERS
PAUL KUCHTA
TONY NUNES
RYAN McCABE
TROY APPS
DYLAN BARRY
JOEL RUSSELL
SCOTT COOMBES
DARREN HODGSON
LAUREN HELMRICH
KENNETH KO
16
TOP 100
TOP 100
TOP 100
TOP 100
TOP 100
TOP 100
TOP 100
RANKED 83 IN BRW TOP 100 ACCOUNTING FIRMS
RANKED 69 IN BRW TOP 100 ACCOUNTING FIRMS
RANKED 83 IN BRW TOP 100 ACCOUNTING FIRMS
RANKED 50 IN BRW TOP 100 ACCOUNTING FIRMS
RANKED 41 IN BRW TOP 100 ACCOUNTING FIRMS
RANKED 38 IN BRW TOP 100 ACCOUNTING FIRMS
RANKED 38 IN BRW TOP 100 ACCOUNTING FIRMS
YOUR MONEY, YOUR CHOICE
KELLY+PARTNERS PARTNERSHIP STRUCTURE
KELLY+PARTNERS FINANCIAL ADVICE SYSTEM DEVELOPED
KELLY+PARTNERS CAREEERS (PURPLE FILE)
$0.1m
$1.2m
$3.2m
$6.3m
$7.9m
$7.8m
+2197%
+161%
+98%
+26%
3
2
1
0
WHY CHOOSE KELLY+PARTNERS?
6
4
PEOPLE
3
STRUCTURE
5
2
1
WHERE WE WANT TO BE
OUR PLAN TO GET THERE
ACTIONS WE WILL TAKE
MEASURING PROGRESS
REASONS TO BELIEVE
KELLY+PARTNERS BUSINESS SYSTEM
BRAND
CRITICAL SUCCESS FACTORS
SYSTEM MUST DO’S
METRICS
REASONS
Guardianship/ represented persons Executorial Services
Trustee services
Intergenerational wealth plan
Sale of Business business succession plan
Philanthropy
Management and equity
Business valuation Acquisition of business
Reporting
PERSONAL
BUSINESS
65. Highest saving year
56. Biggest spending year
40. Larger house
(mortgage interest peaks)
Super Review Wealth plan (annual review) SMSFContribution plan Investing plan School savings plan
WEALTH
65-70. Retire
46. Start first business
Retirement plan Insurance Investment portfolio management
Corp sec Insurance & risk Tax return
82. Pass on
58. Plateau spending
Employee incentive plan Profit improvement & growth plan Strategy & System development & coaching business planning Estate plan Audit Accounting advice & Super tax management administration Owner Portfolio objectives plan management Tax management Debt management Insurance & risk Wealth plan (annual review) Tax return
After Death
Will
ESTATE
32. Buy first house 30. Marry 29. Begin family 26. Professionally qualified 22. Graduate university 18. Enter workforce/university
FINANCIAL MILESTONES* * USA CENSUS DATA
© 2020 KELLY PARTNERS GROUP HOLDINGS LTD • 259A_KP_OurPlanToWin_V28
KELLY+PARTNERS ACQUISITION SYSTEM
© 2019 Kelly Partners Group Holdings Liminted_KP_Markeing_Positions_July2019
MING LEW
TRENT DOUGHTY
KIM LIM
JAMES RUSSELL
DA IR
31
PARTNERS
WEALTH
FINANCE
KELLY+PARTNERS PRIVATE WEALTH LAUNCHED
KELLY+PARTNERS FINANCE LAUNCHED
K INVESTM
KELLY+PARTNERS GROUP LISTED ON ASX:KPG
RANKE <$50M
OFFICES (7 OFFICES IN 5 YEARS)
23 K+P MINIS LAUNCHED
KELLY PARTNER
Financial Milestones
BRAND
EXIT
7
WHAT WE DO
WHAT WE WANT TO BE
RISK
8
VISION
HOW WE BEHAVE
FINANCIAL
9
EXCHANGE
BEHAVIOURS
CLIENTS
PRICE
EVANGELISM
VALUES WHAT WE BELIEVE IN
PROCESS
PLACE
POSITION
10
STRATEGY
PRODUCT
11
GROWTH
EVERY PLACE
SUKETU MAJITHIA
11
KELLY+PARTNERS MARKETING POSITIONS
KELLY+PARTNERS PLAN TO WIN
KELLY+PARTNERS MILESTONES
$8.4m
$13.0m
$17.2m
$20.3m
$21.1m
$30.2m
$3
-1%
+7%
+55%
+32%
+18%
+4%
+43%
+
4
2
1
2
2
2
4
10 1
HEROES
EXPERIENCE
MISSION
OFFICES
ELISHA HILL
PARTNERS
GROW PROGRAM LAUNCHED
4
DAVID DUFF
22
PARTNERS
Kelly+Partners - Plan to Win
TRANSACTIONS GROWTH REVENUE
DANIEL CHIHA
CHRIS DENT
MARK PRAG
9
13 2019
12 2018
NNER WEST
14 2020
15 2021
16 2022
17 2023
MELBOURNE CBD
PITTWATER
CANBERRA
BENDIGO
DUNGOG
MALIBU, USA
NEWPORT, USA
MUMBAI, INDIA
WOODLAND HILLS, USA
BLUE MOUNTAINS
HUNTER REGION
SINGLETON
GLOUCESTER
TAYLORS BEACH
BRISBANE CBD
BUNDALL
GRIFFITH
BURBANK, USA
LEETON
PALM BEACH
MAITLAND
250+
540+ TEAM MEMBERS
TEAM MEMBERS
SAMANTHA HYDE
AVID RWIN
STEVE NICHOLLS
18 2024
DANIELA ZACHARIOU
MARIJA MURRAY
PAUL DOBSON
MICHELLE IRWIN
MELISSA VELLA
EMMA MICALLEF
ANDREW RIDLEY
CHRIS BUTTIGIEG
39
NATALIE MCDERMOTT
PETER BERGER
GRAEME HUGGINS
WIL PIEPERS
LISHI HUANG
TIM MILLARD
50
PARTNERS
PARTNERS
ANDREW BERGER
CATHY STEWART
BRONWYN HARRIS
STUART BERRY
JOHN NEWTON
BRADLEY CROOKS
STEPHEN GRIFFIN
ALISON E,MER
PETER MULQUEEN
KATE FLANAGAN
ANTHONY CAPPY
DEBORAH BARTER
66
PARTNERS
WARREN POLLOCK
JAMES CARR
ANNEMARIE MCCLURE
RYAN THRELFO
MARK PEPER
JOHN KEENAN
STEVEN GROGG
ALLAN ANDREAZZA
ANGELA FAVELL
KIRSTY DAWSON
DIANNE HICKEN
BIANCA WOODHOUSE
SILJE HOL
JOHN GEOFFREY FARRONATO MARIN
PETER HAIGH
MEREDITH LINDSAY
SALLY BARBARO
KAREN SMITH
KAREN HARRIS
TUSHA SONI
LUKE WOLFE
YVETTE STEWART
REANE MOSLEY
ALEXANDRA DUNN
MICHAEL ATKINS
MIKE LANDAU
NATE FOERSCH
JEFF NEUMEISTER
91
DANIEL KELLY
PARTNERS
INSURANCE
KELLY+PARTNERS MENT OFFICE LAUNCHED
ED 1ST IN AFR’S TOP 10 M FEMALE REVENUE
RANKED 24 IN AFR TOP 100 ACCOUNTING FIRMS
Y+PARTNERS BRAND RSHIP WITH NOMA BAR
KELLY+PARTNERS MANAGERS MANUAL
KELLY+PARTNERS INSURANCE LAUNCHED
KELLY+PARTNERS BECOMES B CORP CERTIFIED
RANKED 23 IN AFR TOP 100 ACCOUNTING FIRMS
KELLY+PARTNERS GREAT PLACE TO WORKTM CERTIFIED
17
KELLY+PARTNERS GREAT PLACE TO WORKTM CERTIFIED
26
KELLY+PARTNERS GREAT PLACE TO WORKTM CERTIFIED
32
34
OFFICES (6 OFFICES IN 5 YEARS)
OFFICES (7 OFFICES IN 1 YEARS)
OFFICES (5 OFFICES IN 1 YEARS)
OFFICES (2 OFFICES IN 1 YEARS)
39.5m
$40.0m
$46.4m
$48.9m
$64.9m
$85m
$111m
+31%
+1%
+16%
+6%
+13%
+13%
+30%
5
4
4
7
8
8
8
24
32
40
50
WHY CHOOSE KELLY+PARTNERS?
2
A
Promise 3
WHY CHOOSE KELLY+PARTNERS?
MISSION
For us, the most important thing is to be a company of people that keep our promises. The clarity of our
Mission, Values + Vision has allowed us to create a strong foundation for our business over the past 17 years.
A
WHY CHOOSE KELLY+PARTNERS?
4
Mission 5
WHY CHOOSE KELLY+PARTNERS?
We exist to help our People, Private Business Owners and the Communities we work in Be Better Off.
A
WHY CHOOSE KELLY+PARTNERS?
6
Values 7
WHY CHOOSE KELLY+PARTNERS?
BE BETTER OFF ONE TEAM ONE BEST WAY
WE WANT THE BEST FOR OTHERS
A
WE DO WHAT WE SAY WHY CHOOSE KELLY+PARTNERS?
8
Vision 9
WHY CHOOSE KELLY+PARTNERS?
To be the first-choice accounting firm for successful accounting firms in Australia, United Kingdom and United States.
A
WHY CHOOSE KELLY+PARTNERS?
10
Strategy 11 WHY CHOOSE KELLY+PARTNERS?
OBJECTIVE To be the first choice adviser for Private Business Owners
SCOPE
ADVANTAGE GROUP
MODEL
BUSINESS
TEAM
WHY CHOOSE KELLY+PARTNERS?
12
Structure 13 WHY CHOOSE KELLY+PARTNERS?
Our proprietary structure allows you to retain significant ownership in the business so that you will continue to enjoy the rewards of being a genuine owner.
50.1% KPG
49.9%
OPERATING PARTNERS
We structure all our businesses as Partnerships as we see you as our valued Partners. All decisions of the business are made jointly in the partner group through monthly partner meetings. Kelly+Partners (KPG) are perpetual owners of businesses – we will never sell our interest and it is our intention to grow the business with you, our operating business partners, for the very long term.
WHY CHOOSE KELLY+PARTNERS?
14
Partner As a Partner, you want to get behind a business that has a vision and a direction that they want to go in, and is actively pursuing that. A business that turns their momentum into something more than just words on a page and actually puts things into action. Kelly+Partners is a great example of that. It’s a progressive business that’s going somewhere. Senior Client Director, NSW firm
Owner
Driver
The opportunity to free myself up to be able to work with our team, to make them better accountants, better advisors, and to help our clients run and grow their businesses in a much better way has been fantastic. We want to attract the best, we want to be the best for our clients, and we want to be able to make sure we’ve got the best team. Kelly+Partners helps us to not only aspire to being the best but to achieve it.
We continue to own a substantial portion of the business, with all of us still having equity, some of us unchanged. We’re still locally owned, but now we are part of a 400 strong family in Kelly+Partners. We believe that our partnership with Kelly+Partners is the best way forward for ourselves, our families, our staff, and our clients.
Client Director, Melbourne CBD firm
15 WHY CHOOSE KELLY+PARTNERS?
Senior Client Director, Regional VIC firm
THE RIGHT FIT FOR YOUR FIRM Does your firm fit our criteria?
A genuine care for clients & team, alignment of our VALUES: • • •
Want the best for others One team, one best way We do what we say
All offices owned by partners (not affiliates) Private businesses / SME focus Core offering is business accounting, tax and advisory services
WHY CHOOSE KELLY+PARTNERS?
16
HOW WE SOLVE PROBLEMS PROBLEM SOLUTION The challenges you face
Kelly+Partners solution
1
Attraction and staff retention
Attracting and developing key employees
2
Management of sub-scale back office functions and increasing regulatory and compliance burdens
Centralise back office to provide support and drive efficiencies
3
Technological change
Data and digital automation
4
Un-systemised and undocumented Processes and procedures
Proprietary accounting systems and processes
5
Client demands increasing
Help your people, clients and local community be better off
6
Undifferentiated service offering
Leverage strength of our brand, service offering and network to win more clients
7
Succession planning
Facilitate succession together
29%
of accounting firms surveyed have a partner retiring over the next 5 years
PROBLEM 17 WHY CHOOSE KELLY+PARTNERS?
75%
of accounting firms surveyed have no succession plan in place
SOLUTION
BECOMING A ® PARTNER-OWNER DRIVER Why Partner with Kelly+Partners?
The Partner-Owner-Driver Model® is a system that we developed since 2006 to provide accounting firm owners with the leadership, strategic management and centralized back office services that they need to grow successful accounting firms. With over 80 transactions completed to date, we have vast experience in managing the integrations of accounting firms into our group. We have helped to transform the profitability and performance of all of the accounting firms that have chosen to join us. Our business model allows our Partner-Owner-Drivers to leverage our competitive advantage, brand equity and proprietary systems for delivering client services. We empower our Partners so they can help their clients and team be better off.
WHY CHOOSE KELLY+PARTNERS?
18
People 19 WHY CHOOSE KELLY+PARTNERS?
We are a business made up of people that have a genuine care for others – from our clients and suppliers to our team members and fellow Partners. The strength of our culture comes from this shared language of support, collaboration and being greater than the sum of our parts. We believe that by helping our people become the best in the world at what they do, they can provide the best services in the world to our clients. Our training and development programs, emphasis on career progression and continuous learning have allowed us to nurture our current and future generations of Partners and Managers. Our dedicated People & Recruitment Team works with our Partners to recruit toptier talent and manage complex HR & compliance matters. Our award certifications include being voted Great Place to Work -2021, 2022, 2023, 2024 Great Place to Work - Best workplaces for women - 2023 Employer of Choice Winner - 2021, 2022
WHY CHOOSE KELLY+PARTNERS? 20
TRAINING AND DEVELOPMENT As Kelly+Partners continue to grow, we are increasingly finding that training and development is playing a vital role in our success. Our team is our most important asset, and by investing in their development we are ensuring that they have the skills and knowledge they need to help us achieve our goals. Kelly+Partners offer a range of training and development programs, both in-house and external, that cover everything from technical skills to leadership development. We believe that by investing in our people we are not only increasing their job satisfaction and engagement, but also building a stronger Kelly+Partners for the future.
13 WHY CHOOSE KELLY+PARTNERS? 21 WHY CHOOSE KELLY+PARTNERS?
TEAM EVENTS At Kelly+Partners, we understand that team events are an important part of the business. They help to build morale and keep employees engaged. We host 3 major events each year: Kickoff Day, Annual Awards and End of Year Christmas Party. Kick-off Day is a day for the whole team to get together and celebrate the start of the year. This is a great opportunity for our business to plan for the year ahead. Annual Awards is an event where we celebrate the achievements of our employees. We give out awards for Years of service, Most Improved Team and the Honour of Golden Calculator to the team member of the year. End of Year is a time for us to come together and celebrate the year that was. We have a party with food, drink and entertainment. This is a great way for us to relax and unwind after a busy year.
22 WHYWHY CHOOSE KELLY+PARTNERS? CHOOSE KELLY+PARTNERS?
14
Process 23 WHY CHOOSE KELLY+PARTNERS?
HOPE TU RE TO CA PT UR IM ES PR +P OV TR AT EO EO EG PL P Y E + ERA TIO PR OC N RE ES S S+ CR TR FIN A UIT AN MA ININ MEN CIA NA G & T O LS GE F ME PERF BES NT OR T T MA ALE PR NC NT OV , IN E OU IDE T HE RI ND B US EST TR Y EXPE MA RIE NC TH RKET E RO UG PENE HB T RA RATI N D ON IM PR EX OV P PR ERIE E CLI E OP N OS CE & NT S E ITI ON VAL RVIC UE E EN SU &R R EV E QU IEW AL RIS ITY KS PA R & M TNE ON R M ITO EN RIN TOR ING G QU CO ALITY MP LIA REVI NC EW E &S TA SU TU CC TO MA ES RY S X & E IMIS ION P AR E NIN BUS LAN INE NIN GS SS G T VA O LU E
2
UC
STR AT EG IC PL AN
1
STR
EX EC UT E
CL A VA RITY LU ES OF M &V I ISI SSIO ON N,
Our commitment to you is a systematic approach to improving your accounting firm.
Over the past 17 years and with over 80 completed transactions, we have continuously learned, refined and enhanced this system. We have the expertise and proven track record to make a demonstrable impact on each of these 12 key areas of your business.
3 4 5 6 7 8 9 10 11 12
REALITY
WHY CHOOSE KELLY+PARTNERS? 24
Clients 25 WHY CHOOSE KELLY+PARTNERS?
NPS Our brand promise to our clients has 4 central pillars: 1. Proactive and forward-looking advice 2. Fixed fees & no surprises 3. 24/6 accessibility 4. Delivery of an integrated service experience that will help clients Be Better Off Our Partners receive access to our proprietary Client Service System that we have built from decades of expertise working with business owners and managing their financial universe. We provide our Partners with training, coaching and industry-leading technology to deliver a superior service experience to clients that will not only fulfil their needs but exceed them. Our Net Promoter Score® (NPS) of +69 from our 2021 survey of 584 clients, as well as our 500+ 5-star Google Reviews reinforce our focus on going above and beyond for our clients.
+69%
Our Net Promoter Score® (NPS) is +69 from 584 client responses, compared to an industry average of -18 for accounting services.
WHY CHOOSE KELLY+PARTNERS? 26
CLIENT EVENTS We also have a strong focus on business events, which are a great way to network and learn about new developments in the industry. Events such as Be Better off ShowTM Live, Scholars Future Leaders Programs, Grow Program and Plan to Win. Events can be a great way to connect with other businesses, learn about new developments in your industry, and network with potential clients. Kelly+Partners Group can help you plan and execute a successful event.
27 WHY CHOOSE KELLY+PARTNERS?
WHY CHOOSE KELLY+PARTNERS? 28
Financial 29 WHY CHOOSE KELLY+PARTNERS?
Kelly+Partners prides on generating industry leading profits and cashflows. All Kelly+Partners operating businesses work on the following benchmark metrics: • • •
Minimum 5% organic revenue growth per annum EBITDA margin of 35%+ Lockup days of less than 55 days (being 35 accounts receivable days and 20 WIP days)
Under the Kelly+Partners model, operating partners earn more than what they could earn in their existing practice even though their equity ownership of the business may be reduced. We see the ability to generate such returns to make our people and partners better off.
81% 81%
19% 19%
69% 69%
31% 31%
ACCOUNTING KELLY+PARTNERS INDUSTRY EBITDA ACCOUNTING KELLY+PARTNERS INDUSTRY EBITDA We are 63% more profitable than the average accounting firm in Australia and lockup 1/3rd of what the average accounting practice (55 days vs. ~150 days) WHY CHOOSE KELLY+PARTNERS? 30
Digital 31 WHY CHOOSE KELLY+PARTNERS?
At Kelly+Partners, we are constantly innovating. We understand the need for digital transformation and we are investing heavily to ensure clients, in a backward industry, experience Kelly+Partners in a modern and digitised way. We are currently developing the first ever Kelly+Partners Flight Plan mobile application and The Progress Portal that will bring you and our clients a unique digital experience.
WHY CHOOSE KELLY+PARTNERS? 32
Risk 33 WHY CHOOSE KELLY+PARTNERS?
+ Business continuity + Client selection + Quality work + Kelly+Partners agreements + Kelly+Partners policies goverance + Insurance + Public market Core Ideology Core Values Core Purpose
Insurance and Quality Assurance program
WHY CHOOSE KELLY+PARTNERS? 34
Brand 35 WHY CHOOSE KELLY+PARTNERS?
PODCAST
MEDIA
AWARDS TOP 100 2006, 2007, 2008, 2009, 2010, 2012, 2013
2018, 2019, 2020, 2021, 2022, 2023
2021, 2022, 2023, 2024
2023
2021, 2022
2021, 2022, 2023
WHY CHOOSE KELLY+PARTNERS? 36
OFFICES
1. Sydney CBD
2. Melbourne CBD
3. North Sydney
4. Bendigo
9. Pittwater
10. Dungog
11. Gloucester
12. Inner West
17. Norwest
18. Brisbane CBD
19. South West Sydney
20. Singleton
25. Taylors Beach
26. Bundall
27. Hong Kong
28. Malibu
37 WHY CHOOSE KELLY+PARTNERS?
5. Canberra
6. Central Coast
7. Bathurst
8. Oran Park
13. Leeton
14. Maitland
15. Newcastle
16. Northern Beaches
21. Southern Highlands
22. Western Sydney
23. Wollongong
24. Palm Beach
29. Balboa Island
30. Woodland Hills
31. Burbank
32. Mumbai
WHY CHOOSE KELLY+PARTNERS? 38
Growth 39 WHY CHOOSE KELLY+PARTNERS?
WHY CHOOSE KELLY+PARTNERS? 40
Succession 41 WHY CHOOSE KELLY+PARTNERS?
When it comes to succession planning, we would all agree that powers that be in most organizations certainly desire to “do it well” and are looking for optimal pathways that lead to multiple successes in the area of Director Succession. Rather than discuss all of the various pathways, we would be best served by focusing on several common elements that all productive pathways would likely possess – including those that would meaningfully address the truths in a most cogent and creative way to gain the positive long term outcomes that the businesses desire. For this reason, an organisation needs to look at the chronological aspects of Succession Planning and look at the timing that would present the best moment (and, momentum) to transition a partner out of the business within a period of time. The Ambassador Program is an exciting initiative that will see well credentialled retiring partners appointed as official Kelly+Partners Ambassadors in designated local areas nationwide. Kelly+Partners Ambassadors functions will include: + Being the official local Kelly+Partners representative + Providing support and advice to Partners, and business owners + Facilitating and nurturing business opportunities for Partners + Being the advocate for the local community + Building their own ambassador within their designated area + Providing feedback to the Kelly+Partners on the issues effecting their business + Assist SME’s to grow both professionally and personally + Ambassadors are provided with full support to help them grow the business and local profile as well as authority to represent Kelly+Partners.
WHY CHOOSE KELLY+PARTNERS? 42
CASE STUDY BUSINESS TRANFORMATION KELLY+PARTNERS SOUTH WEST SYDNEY The Kelly Partners South West Sydney business in Campbelltown opened its doors in 1979 as Anthony Marks Croker & Company. In July 1984, it merged with DF Cheetham to become Marks Croker & Cheetham. Following some retirements and introduction of new partners, the firm changed its name to Dinale Croker Partners in 1992. Then in 1999, the business was merged with BCD Financial, and shortly afterwards changed its name to BCP Accounting & Business Advisors. BCP subsequently merged with Kelly+Partners in July 2011. The chart below highlights the significant improvement in margins and revenue achieved at Kelly Partners South West Sydney in the first 5 years after joining the network. Following the acquisition of a majority ownership interest, the transformation typically entails five deliverables including: expense reduction, better working capital management, better client experience, better staff experience, and higher revenue growth. ‘After 32 years, Kelly+Partners offered us the opportunity to take our service offering to clients one step higher. We have not only seen the business grow, but our people have new opportunities and resources, and we have provided a higher level of service to our clients.’
Tim Bryan
Former Senior Client Director Kelly Partners South West Sydney
43 WHY CHOOSE KELLY+PARTNERS?
WHY CHOOSE KELLY+PARTNERS? 44
CASE STUDY GREENFIELD KELLY+PARTNERS NORWEST The Kelly Partners Norwest business commenced as a greenfield location, with an office in Baulkham Hills launched in 2011. It started with an acquired fee base from FMK Chartered Accountants and 1 partner and 1 support staff. Located in the fast growing North West region of Sydney, and with access to talent based in the area, the business has since grown to a team of 11, including 2 partners, covering a large range of private businesses and family groups. As illustrated below, in the 6 years since inception, the Kelly Partners Norwest business has exhibited very strong growth in revenue and earnings, with a significant increase in margins. This has been achieved by targeted marketing and the roll-out of the proprietary Kelly+Partners systems and processes, leading to numerous new client acquisitions across private SMEs / families, franchisees, and other clients. ‘I sat down one evening with Brett Kelly, and he showed me the Kelly+Partners systems and what the firm was doing for its people and its clients. After the first 2 years, the Kelly Partners Norwest business was performing very well, and so we started to add more people. The future is looking bright, and I’m happier in myself and my family is happier.’
Paul Kuchta
Senior Client Director and Company Director Kelly Partners Norwest
45 WHY CHOOSE KELLY+PARTNERS?
WHY CHOOSE KELLY+PARTNERS? 46
LOCATIONS
47 WHY CHOOSE KELLY+PARTNERS?
NEXT STEPS
1. DISCUSSIONS
2. TERM SHEET
3. AGREEMENTS 4. INTEGRATION
5. GROWTH
WHY CHOOSE KELLY+PARTNERS? 48
DISCLAIMER
The information contained in this document is for general information purposes only, and should not be used as a substitute for consultation with professional advisors. This brochure does not constitute personal financial advice. We have not taken into account your personal circumstances, financial situation or needs. The information contained is not intended to address the circumstances of any particular individual or entity and is not to be relied upon by individuals or any other entity in making financial or investment decisions. Individuals and other entities should seek appropriate professional advice tailored to their circumstances in making financial decisions. Although Kelly+Partners has taken care in creating this document, no guarantee is given as to its accuracy, currency or correctness. Kelly+Partners is under no obligation to update any information included in this document. To the extent permissible by law, Kelly+Partners and its associated entities and each of their officers, employees or agents shall not be held liable for any errors, omissions, defects or misrepresentations in the information contained in this document, or any loss or damage, however caused, suffered or incurred by persons who rely on information in this document for any purpose. Each office (Office) of Kelly+Partners is a separate legal entity. Services are delivered independently by each Office. These Offices are not members of one national partnership or otherwise legal partners with each other, nor is any one Office nor any of its officers, employees or agents responsible for the services or activities of any other. Kelly+Partners Group Holdings Limited (KPGH) and each of its officers, employees and agents are not responsible or liable for any acts or omissions of an Office and specifically disclaims any and all responsibility or liability for acts or omissions of an Office. An Office cannot act as agent of KPGH or any other Office, cannot obligate KPGH or any other Office, and is liable only for its own acts or omissions and not those of KPGH or any other Office. Similarly, KPGH cannot act as an agent of any Office, cannot obligate any Office, and is liable only for its own acts or omissions. This document is subject to copyright. No part of it should be reproduced, adapted or communicated without the written consent of the copyright owner. Liability limited by a scheme approved under professional standards legislation. The artwork for this brochure was created for Kelly+Partners by esteemed graphic designer, illustrator and artist, Noma Bar.
49 WHY CHOOSE KELLY+PARTNERS?
WHY CHOOSE KELLY+PARTNERS? 50
ASX:KPG kellypartnersgroup.com.au
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