Visory
AU
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Acquisitions

Sell to a buyer who does the work.

Visory acquires established bookkeeping practices and payroll bureaus across Australia. We run this work every day, so your clients and your team land somewhere built for it, on a timeline you set.

  • Confidential from the first conversation.
  • Founder to founder, with or without a broker.
  • A clean exit, or a role if you want to stay.
Start a confidential conversation
A bookkeeping practice owner talks with a colleague while staff work at laptops in the office behind them.

Why now

Why owners are talking to us.

The timing of a sale is rarely obvious. Three things are bringing the conversation forward.

  • Few practices have a buyer inside.

    Many bookkeeping and payroll businesses are led by their owner, with no partner or senior team member ready to buy in. Planning early keeps the timing and the terms in your hands.

  • Make your business part of something bigger.

    Your clients and your team join a company that runs the finance function for growing businesses across Australia, New Zealand and the United States, with a dedicated team on every account and the investment behind it to keep building. The practice you built keeps going, inside something with the reach to take it further.

  • AI is rewriting the economics of this industry.

    The routine processing a practice charges for is the work AI now does first, and clients are starting to expect lower prices, faster turnaround and more insight for the same fee. An owner funding that shift alone is exposed. Selling to a buyer already built on it means you do not have to carry it by yourself.

Who we are looking for

Is this your business?

We know what we are looking for, so you will know quickly whether a conversation is worth your time.

What happens to what you built

Your clients, your team, and you.

The three things owners ask about first. Each is agreed with you before anything is signed.

  • Looked after through every step.

    • Nobody contacts them without your agreement. They hear about the sale when you are ready, and from you first.
    • They move across in stages, introduced by you, with our onboarding team doing the setup work.
    • They keep their own accounting file and gain a dedicated client team they know by name.
    • They join Visory: one platform and one brand, on a timeline agreed with you before completion.

  • Part of what we are buying.

    • Your people know your clients, and that knowledge is hard to replace.
    • We meet the team properly during the process and agree roles with you before anything is announced.
    • People who join become Visory employees in a client team, where Delphi AI takes on the routine processing and they do the review, the judgement and the client work.

  • Your exit, on your terms.

    • Step out cleanly after a handover period you agree with us.
    • Or stay on in a defined role, for example as the Business Performance Partner who owns client relationships while the platform and team handle the processing.
    • Take it in cash, or keep a stake, with part of the price as equity in the Visory group if you want a share in what comes next.

Why Visory

An operator, not just a buyer.

We do this work every day, and that changes what a sale looks like for everyone involved.

Experience

We have brought businesses together before.

Before Visory, its founding team helped scale Findex from roughly 30 people to 3,000, building the operating model behind more than 180 acquisitions and integrations of financial services firms.

  • 180+ acquisitions and integrations of financial services firms
  • 30 to 3,000 people, the growth that operating model carried
  • Before Visory the founding team’s experience, applied to every Visory acquisition

A sale succeeds or fails after completion: whether clients stay, the team settles, and the books and pay runs keep running on time. The founding team has carried businesses through that handover many times, and Visory plans it with you before the agreement is signed.

How a sale works

Clear steps, at a pace that suits you.

Nothing is a commitment on either side until the sale agreement is signed.

  1. A first conversation

    Founder to founder: your business, what you want from a sale and your timing.

    No documents needed

  2. See how we work

    A walkthrough of the platform and our client teams, so you can judge where your clients and people would land.

    Live walkthrough

  3. A confidentiality agreement

    Signed by both sides before anything sensitive is shared, by either of us.

    Mutual

  4. A short questionnaire

    The shape of your revenue, clients, team and systems. No client lists or detailed financials at this stage.

    Deliberately light

  5. An indicative offer

    A value and a structure, set out in plain terms, so you can decide whether to go further.

    Non-binding

  6. Diligence and completion

    Heads of agreement, due diligence and a sale agreement, with a transition plan for your clients and team.

    Agreed together

Common questions

Questions owners ask.

Is this confidential?

Yes. Your enquiry is sent to Visory for our acquisitions team. We sign a mutual confidentiality agreement before anything sensitive is shared, and we do not contact your clients or your team without your agreement.

I am not ready to sell yet. Should I still get in touch?

Yes. Many owners start the conversation a year or more before they want to move. A first conversation commits you to nothing, and it gives you time to plan a sale on your terms.

Do I need a broker or an adviser?

No. You can talk to us directly. If you already work with a broker, accountant or lawyer, we are happy to work with them, and we recommend independent advice before you sign anything.

How do you work out what my business is worth?

We look at the recurring fees your clients pay, how long they stay, how spread the fees are across clients, how much depends on you personally, and how smoothly clients and systems can move across. We explain our offer in plain terms.

How is the price paid?

The structure is agreed with each owner. Part of the price is paid at completion and part once clients have moved across. Some owners also take part of the price as equity in the Visory group.

What happens to my business name?

Your clients move onto Visory: one platform and one brand. When and how that happens is agreed with you before completion, and you introduce us to your clients.

Do I have to stay on after the sale?

No. A clean handover and exit is completely fine. If you want to stay, we can talk about a defined role, such as looking after client relationships as a Business Performance Partner.

Start a conversation

Tell us about your business.

A short note is enough. Everything you send is kept confidential.

What you do, roughly what your annual fees are, how many people work with you, and what you want from a sale. No financial documents yet.

Visory Pty Ltd collects these details to reply to you about a possible sale of your business. Without your name, email and message we cannot reply. Only the people working on acquisitions read them, and we keep them in our email and deal records, some of which may be stored outside Australia. We will not send you marketing emails. Our Privacy Policy explains how to access or correct your information, how to complain, and where it may be sent overseas: Privacy Policy.

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