CountPlus firm acquires NSW practice

The listed advice group announced its Unite Advisory firm has acquired Bentley, Brett & Vincent (BBV) that is structured as an initial cash payment of $1.445 million with further deferred payments to total $1.7 million.

Following the completion of the proposed acquisition, BBV’s Veronica Bruce will join Victoria Studley and Hilary Acheson as a principal and shareholder in Unite, while she will also become an authorised representative of Court Financial. 

Ms Studley will remain managing director of the combined Unite/BBV business.

CountPlus said in a statement released on Wednesday that the acquisition “provides Unite with a strategic growth opportunity and creates additional scale in Unite’s operations”.

“The CountPlus model works on identifying and investing in quality people and firms. Today’s announcement confirms our commitment to strategic and sustainable growth as well as our OD-P model with key talent in our firms,” CountPlus chief executive, Matthew Rowe, said.

“I am delighted to welcome Veronica Bruce to the CountPlus network, she brings significant experience in running a successful professional services firm.

“I would also like to congratulate Victoria Studley and Hilary Acheson on becoming our equity partners in the Unite business.”

CountPlus will retain a 75 per cent shareholding stake in Unite.

Neil Griffiths

Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily.

Neil is also the host of the ifa show podcast.