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Planning

Building a practice to the level you have is not easy and is a testament to your hard work. We understand and appreciate this, which means you’ll have peace of mind that your clients and staff are in good hands.

Benefit

Tailored plan for your timeline

Fair market price for all your clients

Your clients will work with our Partners

Access to additional services for your clients

All your staff will transition over

Seamless transition for everyone

Tailored plan

for your timeline

Whether you’re looking to retire now or within the next 12 months, we’ll work on a solution that suits your goals. If you’re not planning to retire in the next year, visit our transition to retirement page for information relevant to your timeline.

Fair market

price for all your clients

We aren’t interested in picking and choosing from your client base, we will pay fair market price for all your clients. We approach it this way because we know how important every single client is to you, and we want to ensure their business is looked after.

Your clients

will work with our Partners

Although Carbon Group is large, each of our firms are very community focused, so our clients get a Partner-orientated experience. This means they will deal with our Partners direct, ensuring they know they are getting the best service possible.

Access to additional

services for your clients

Carbon offers a full range of business services in-house, and these will all be available for your clients when you join Carbon. If your clients chose to use a Carbon service, it will enable our teams to work together and make processes easier for your clients.

All your staff

will transition over

Maintaining client relationships and ensuring a smooth transition for clients is important to us, and we can’t do this without your fantastic team. Your team will join Carbon, ensuring your clients’ experiences are positive. For your team, this means they will be tapping into our Carbonite services and company culture.

Seamless

transition for everyone

We’ve done many transactions with people such as yourself, from people who are eager to retire within a month to those whose end goal is 12 months away. Regardless of your timeline, the process will be smooth for you, your clients and your staff.

Who is this for?

If you want to retire within a year with the knowledge that your clients and staff are looked after, then this is the option for you.

Building a practice to the level you have is not easy and is a testament to your hard work. We understand and appreciate this, which means you’ll have peace of mind that your clients and staff are in good hands.

How do we work

We’ll gain an understanding on your personal timeline and create an action plan that will see it come to life. Our onboarding team will ensure a smooth transition over to Carbon for your clients and staff, from client announcements to system changes.

The handover of client relationships will be a key component of our plan. We’ll workshop this together and maximise your timeframe so when it comes time for you to leave, you know it is all going to be looked after.

Is This Right

For you?

The Carbon Advantage

Community

Becoming a Partner at Carbon Group allows you to align yourself and your business with our network of industry experts. Tap into our extensive knowledge base by brainstorming ideas with other Partners, invite our industry experts to your meetings to enhance your client experience and attend internal training sessions.

Referral Opportunities

We offer the five core services that all business owners need to succeed and help our Partners to develop offerings in these industries. This allows our Partners to create valuable solutions for their clients, as well as ongoing income and equity value for your business. For example, if you’re a planner or a mortgage/insurance broker we can match you with our Accounting & Tax, Bookkeeping & CFO Services Partners to increase deal flow and your earning potential.

Coaching & mentors

You’ll benefit from scheduled shareholder meetings with us that are tailored to your journey. As shareholders in your business, we take the time to understand your goals for yourself and your business, and help you to map out the executional strategy you need to make it happen. Along the way, we’ll keep you accountable to your vision, helping you get to where you want to be.

Brand Awareness

Operate under the licence of the Carbon brand, an award-winning brand cultivated over more than seven years with industry recognition across Australia. Our marketing team works tirelessly to maintain and grow the Carbon brand, and the achievements of the greater Carbon network will see your business’ reputation grow.

Share Office Space

If you don’t have your own office space just yet, we offer the option to rent a desk or space from one of our shared hubs. This creates referral opportunities as you’ll be working alongside Carbon’s other divisions and industries, plus you’ll wow your clients with our fantastic space.

HR & Culture

Curating People & Culture processes and experiences is complex. Tap into our established systems to reduce your HR headaches and gain insights into your team’s engagement. Your team will love Carbon’s culture, from supportive teams, awards to recognise their amazing work and fun events.

Recruitment

Leverage the Carbon brand to help you identify, attract and recruit the best people for your team. Securing talent can be difficult for smaller businesses, but with the Carbon brand behind you, the options will increase. The advertising phase itself will be much smoother as well, with access to our streamlined processes and system.

Leadership pipeline

We’re committed to developing and training our Carbonites to help enhance their skill set and drive their careers. This gives your team confidence in their professional development, as well as help you to make a meaningful difference in their journey.

Overflow Contractors

Have too much work and not enough hands to do it? That’s a common complaint we here. At Carbon, you’ll be able to get help from other Partners who have surplus capacity to complete some work for you on commercial terms, allowing you to get the work out the door and keep your clients happy.

IT & Technology

Our IT specialists keep on top of the everchanging IT and technology space, rolling out changes that will benefit you. We’ve spent years refining our systems to make often complicated and clunky processes smoother, saving you from having to go through this process yourself.

Marketing acquisition

Gain access to Carbon’s marketing team track the latest trends and create strategies unique to your division. They take care of important things such as SEO, social media and Carbon’s website, all avenues which will help spread awareness about your business. You’ll also benefit from targeted marketing campaigns for your clients in line with your tailored growth strategy.

Procurement

TheBy partnering with Carbon, you’ll have combined buying power for when you’re looking for your own acquisitions, as well as economies of scale. You’ll save money with access to cheaper insurance and access to subscriptions and systems, as well as benefiting from waived implementations.

Social impact strategy

At our core, we’re local businesses, so our communities are very important to us and we look to give back in any way we can. We have a national framework for community support which will help you to create your own strategy based on your community’s needs.

Customer experience

Keep your finger on the pulse with your client’s experience through our thorough process. We have numerous feedback points to ensure you know exactly how your client is going as we all know happy clients is the key goal.

Accounting & structure

Once you’ve joined Carbon, you’ll be introduced to our accounting team that is dedicated to helping you and your business. This includes payroll, accounts payable, taxation and compliance and our financial controller.

Cash flow forecasting

Legal help

Ready-to-go legal templates, on-call legal support and the experience of a mature business who has been through many seasons ensures there's help if and when you need it.

By now, you’re probably pretty excited and ready to get started.
Excellent, we’re ready too. Reach out and let’s have a chat.

Testimonials

Our Partners at Carbon have their own stories about their journey to becoming a Partner. Hear what they have to say about launching their own practices with Carbon.