Business overview: Provides context and background information on the business, helping buyers understand the business’s mission, values, and goals.

 Location(s) – Cairnlea 3023 

Year established – company formed in April 2021. Business was operated on sale trading structure earlier and moved actively all the clients into the company structure from 1st July 2023

Breakdown of revenue streams (NDIS funding, private pay, etc.)  – 100% NDIS funding

Funding allocation breakdown (e.g. personal care, community access, etc.) – Support coordination

Staff and Operations:  Helps buyers assess the business’s capacity, efficiency, and staff expertise, which impacts service quality and scalability.

Number of staff (full-time, part-time, contractors)  – Business needs 1 person to work 38 hours a week. Other admin/accounting work is outsourced currently

Staff turnover rate –  n/a

Office locations and sizes –  home office

Vehicle fleet (if applicable) – n/a

Participant Demographics: Provides insight into the business’s target market, service effectiveness, and potential for growth in specific areas.

Age range – From age 20 to 65

Gender breakdown – 50% male and 50% female

Primary disabilities (e.g. physical, intellectual, mental health) – mental health and stroke

Accreditations and Certifications : Ensures the business meets industry standards, demonstrating quality and compliance

NDIS registration and certification – November 2026

ISO certification (if applicable)  – n/a

Other relevant accreditations – n/a

Marketing and Growth : Reveals the business’s strategy for attracting and retaining participants, and its potential for expansion.

Marketing strategies and channels – word of mouth, referral and website

Growth plans and projections – It has grown at 100% year on year

Competitive advantage and unique selling points  – good feedback, reviews from existing clients, which enabled us to get more referrals and had a strong organic growth 

Assets and Equipment: Necessary for determining the business’s tangible value and potential for future growth

Value of assets (e.g. vehicles, equipment, property)  – n/a

List of equipment and assets included in the sale – n/a

Liabilities and Debt: Crucial for understanding the business’s financial obligations and potential risks.

Outstanding debts and liabilities – none

Loan amounts and interest rates – none

Legal and Regulatory: Ensures the business is compliant with relevant laws and regulations, mitigating potential legal risks.

Any legal or regulatory issues or disputes – none

Compliance with NDIS regulations and standards – none

Additional information or questions

What is the reason for selling the business? 

Seller wants to look after her mom due to ill health

How long has the business been on the market? 

 now

Are there any existing contracts or agreements that will be transferred to the new owner?

client service agreements, accounting & care master subscriptions 

Are there any intellectual property rights or trademarks associated with the business? 

none

Are there any outstanding legal or regulatory issues that need to be addressed? 

none

What is the expected timeline for the sale and transfer of ownership? 

immediately 

Are there any specific requirements or expectations for the new owner?

maintain the reputation of the business and provide good service to clients

Is the seller willing to provide training or support during the transition period? 

Yes

Are there any existing relationships with suppliers, partners, or contractors that will be beneficial to the new owner ?

Yes, good relationship with core support providers, good relationships with major public hospitals

Are there any plans for growth or expansion that the new owner can leverage? 

Seller will refer through contacts any future clients

Is the seller willing to consider financing options or a lease-to-own arrangement? 

No