CountPlus Member firm O’Brien Accountants & Advisors completes tuck-in acquisition

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CountPlus has continued its focus on strategic growth, with Melbourne-based Member firm O’Brien Accountants & Advisers (O’Brien) announcing it has completed a tuck-in acquisition to acquire the accounting services of Hillard O’Donnell and Associates (Hillard O’Donnell). As part of the transaction, Damian O’Donnell (Principal at Hillard O’Donnell) will acquire an equity interest in O’Brien under

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CountPlus doubles down on financial advice with focus on growth

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The first ever virtual Annual General Meeting of CountPlus Limited (ASX: CUP) yesterday heard a reiteration by the Company of its strong underlying financial position and targeted growth plans. Deliberate operational focus and a disciplined approach to strategy helped the Company to deliver a Net Profit After Tax (NPAT) of $5.95M for the June 30,

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Carolyn Colley appointed to CountPlus Board

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CountPlus has announced that Carolyn Colley has been appointed as its newest director. Colley brings more than 30 years of leadership experience in financial services to the role, as well as experience in product development and innovation. Most recently, Colley was Chief Operating Officer of Faethm Pty Ltd, a global Software-as-a-Service augmented analytics platform which

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CountPlus firm expands regional footprint with acquisition of Freedom Accounting

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With selective growth targets, CountPlus Member firm Mogg Osborne has today announced completion of a tuck-in acquisition with Albury, NSW- based Freedom Accounting Group Pty Ltd (Freedom Accounting). The acquisition is structured as a cash payment of $0.7 million, with an initial payment on completion and the balance dependent on recurring revenues for the 12-month

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CountPlus Member firm Cooper Reeves completes tuck-in acquisition

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CountPlus has continued its focus on strategic growth, with Brisbane-based Member firm Cooper Reeves Pty Ltd (Cooper Reeves) announcing it has completed a tuck-in acquisition to acquire the financial planning services of CBD Wealth Solutions Pty Ltd (CBD Wealth). Both Cooper Reeves and CBD Wealth are Member firms of the CountPlus-owned Count Financial. As part

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CountPlus Member firm AdviceCo completes tuck-in acquisition

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CountPlus has continued its focus on strategic growth, with NSW-based Member firm AdviceCo announcing it has completed a tuck-in acquisition to acquire accounting revenues of Arch Capital Pty Ltd (Arch Capital) under the CountPlus ‘Owner – Driver, Partner’ model. AdviceCo – which has two offices in Sydney as well as locations in Gosford and Wyong,

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CountPlus targets selective growth opportunities in disrupted financial advice sector

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CountPlus Limited (ASX: CUP) has released financial results that underpin a judicious approach to attracting, retaining, and growing high-quality financial advice firms. The Company has flagged a decisive strategy of selective growth, building off the successful acquisition and bedding down of Count Financial. Headline FY20 financial results include Adjusted EBITA of $12.391M being a 50%

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CountPlus makes strategic investment in bundles chartered accountants and financial planners

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CountPlus Limited (ASX: CUP) has announced its acquisition of a 40% interest in Rundles Prime Pty Ltd and a 20% interest in Rundles Financial Planning Pty Ltd. The acquisition extends the CountPlus network from 17 to 18 member firms and is expected to be earnings accretive in the first year. Consideration for the investment is

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CountPlus bolsters partnership delivery to Member Firms 

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CountPlus Limited (ASX: CUP) continues to deliver on its revitalisation strategy by providing renewed value and service lines to its network of Member firms. As part of the shift from 100% ownership of acquired firms to an ‘Owner-Driver, Partner’ model, CountPlus, led by Chief Executive Matthew Rowe, is bolstering its support to the national Member

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Countplus appoints new chief operating officer and corporate advisor

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Countplus Limited (ASX: CUP) has announced the appointment of Mr Mark Chapman as Chief Operating Officer of CountPlus, effective 4th June 2018. Mr Chapman brings an outstanding track record as an accounting professional executive and former military leader. As the former Bentleys Network Chief Executive Officer, during his tenure, Mr Chapman doubled the size of

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