Why Choose Kelly+Partners v.1.1

Page 1

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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