“I've extended my career, secured a clear path to retirement and guaranteed an exit payment. I couldn't be happier.”
Peter Howe
What we do
Merge to Retire™ is a Succession Planning program specifically for Australian Accounting Practitioners. Bespoke programs are tailored to the individual and are designed to:
- Prolong careers
- Improve outcomes for staff & clients
- Provide certainty around the ultimate business exit
“I knew I needed to find someone to help me stay up to date, take the noise away and free me up to get back out to my clients.”
Peter Howe
Time to ask for help?
Peter Howe was dealing with non-business related issues that could have easily undone his life's work. Being a Sole Practitioner is difficult at the best of times, so these issues, combined with the never ending requirements of clients, saw Pete suffering from a lack of time to work 'on' his firm.
He was in danger of falling behind. Relentless staff training demands, the admin burden and the pressure to stay up to date with technology had Peter searching for a solution. He reached out to Merge to Retire Principal Kev Ryan.
the next step
“It took only a coffee to know I was in good company.”
Peter Howe
Merge to Retire steps in...
Kev Ryan is regarded as Australia's leading Accounting Practice M&A Consultant, with a reputation built upon a proven track record of knowing who 'fits' with who.
Knowing Peter Howe's local market, Kev facilitated the initial introduction and transaction with Anthony Sinclair, an established and successful local accountant that could see the value of Pete's experience and the commercial benefits to arise from the 'tuck-in' of his client base.
Start your journey“I now see a way forward with Anthony and am enjoying my time. I should have done it earlier.”
Peter Howe
Looking to the future
Nearly two years in and both parties remain happy and continue to benefit from the merger. Whilst Pete spends less days in the office, he's enjoying being around new people and thus new ideas. His clients are also pleased as he's out to see them rather then stuck behind a desk.