Powered by MOMENTUM MEDIA

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.

Mid-tier makes strategic merger on Gold Coast

A Gold Coast accounting firm affiliated with one mid-tier network has today announced a merger with DFK Crosbie Gold Coast, in a bid to grow its in-house advisory services.

M&A Lara Bullock 16 December 2016
— 1 minute read

Yesterday The MBA Partnership, an affiliated business of Bentleys with offices on the Gold Coast and in Tweed Heads, announced a merger with DFK Crosbie Gold Coast.

Advertisement
Advertisement

The MBA Partnership director Michael Beddoes said the decision to merge was based on the opportunity for the business to expand its expertise and the breadth of its in-house advisory offering.

“This merger allows us to offer an increased service offering, particularly in terms of the services we can offer to management rights and SMSF clients,” Mr Beddoes said.

“As people look to build wealth or to start to wind down towards retirement, our service offerings through SMSFs and advisory services can help them secure the future they want.”

The MBA Partnership has 65 staff and the merger with DFK Crosbie Gold Coast will see 13 additional staff join the firm.

“We are always looking for the opportunity to grow through partnerships with like-minded firms,” Mr Beddoes said.

“We have completed three acquisitions in the last 12 months, each of which added something to our offering for clients.”

Bentleys CEO Mark Chapman said he supports the merger as it is beneficial to The MBA Partnership and the wider Bentleys network.

“Since our partnership was solidified in April this year, The MBA Partnership has been working closely with other Bentleys offices in the network for referrals and support, demonstrating the true value of a network,” Mr Chapman said.

“By leveraging this network, it allows them to grow their service offering, providing clients with an enhanced experience.”

Mid-tier makes strategic merger on Gold Coast
image intro
accountantsdaily logo

 

Are you thinking of expanding your offering into SMSFs to grow your client base? Become a pro at SMSF fundamentals and make your clients bulletproof with the SMSF Foundations course. Learn directly from Aaron Dunn from Smarter SMSF as he deep-dives into the fundamentals you need to know to successfully undertake your work as an SMSF practitioner. Earn up to 21 CPD hours! Learn more

M&A