Kelly Partners Group (KPG) Corporate presentation summary

Mission, values, and vision

• Focus on helping people, private business owners, and communities to be better off, with a commitment to integrity, teamwork, and delivering on promises.

• Strive to be the first-choice employer and accountant for private business owners in Australia and other markets.

• Emphasize a culture of partnership, transparency, and long-term value creation.

Shareholder partnership principles

• Majority of founder and partner wealth is invested in the business, aligning interests with shareholders.

• Growth strategy centers on acquiring accounting firms using a proprietary Partner-Owner-Driver® model, focusing on firms with $2m–$10m revenue.

• Use of debt is prudent, with aggressive repayment and risk isolation to acquired businesses.

• Rarely issues shares for acquisitions and aims for perpetual ownership of acquired firms.

• Performance measured by EPS growth and owner earnings, with a commitment to transparent reporting.

Business case and market trends

• Increasing tax compliance and legislative complexity drive demand for accounting and tax services.

• Australia, US, and UK face significant succession issues in accounting firms, presenting acquisition opportunities.

• The business model is built on a single brand, proprietary systems, and a network of partner-led offices.