Is Roger ready to retire?

The Selling Process What to Expect

Remember Retiring Roger? He’s been contemplating retirement but found himself uncertain about the timing and process of selling his practice. Deciding when to sell your Accounting practice is a significant decision that can impact your financial future and personal well-being. Timing the sale correctly can maximise your returns and ensure a smooth transition. Knowing when … Read more

Has Roger found his retirement solution?

Retirement solution

Recapping Roger’s Situation We’re revisiting Retiring Roger, now in his late 60s, who has been contemplating retirement. In our last update, we saw Roger longing for a lengthy holiday with his wife but struggling to find time to take even a few days off from the office, let alone a month. With an annual turnover … Read more

What does Roger (AKA you!) need to do before retirement?

Retiring Roger

Meet “Retiring Roger”. Now in his sixties, Roger stands at a pivotal moment contemplating retirement. Despite his longing for a substantial holiday with his wife, his demanding schedule makes it challenging to step out of the office, even for a brief respite. With an annual turnover of around $500k and a dedicated team, Roger encountered … Read more