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Whether you are scaling for growth or planning succession, our partnership model gives you the capital, expertise and network to do it with confidence, without giving up control.

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Two paths, one network

Scale with Strength

For growth-focused firm owners who want to accelerate through M&A, expand their service offering and build a business that compounds over time. Access to capital and M&A deal flow, robust governance and expansion frameworks, national peer network and best-practice sharing, and strategic guidance from Count’s leadership.

Exit with Confidence

For principals planning succession who want to maximise value, protect their legacy, and ensure their clients and team are in the best possible hands. Flexible, tailored equity structures, a seamless transition that preserves client relationships, career pathways for your team, and succession planning expertise at every step.

How the partnership model works

A clear, structured process from first conversation to long-term partnership: initial conversation, assessment and fit, tailored structure, onboarding, and ongoing support to grow with the network.

A clear, structured process from start to finish
Growth opportunities through access to capital

What a Count partnership offers


Transformative value through expert advisory, knowledge and business insights, while preserving your brand, management and operating model.
Growth opportunities through access to capital, preferential debt facilities, and a dedicated M&A team.
Reduced or eliminated succession funding concerns through Count's role and access to equity funding for emerging talent.
A confident culture, with professional development, a collaborative national community, and recruitment and retention support.
Group scale: access to the AFSL at a discount, group services at negotiated rates, and national pricing agreements with key third-party providers.

Smart Business Solutions — where giving is the business

In FY2025, the firm raised and donated over $76,000 to local organisations, with $50,000 supported by the Foundation's dollar-matching program, directing every dollar to grassroots groups tackling youth homelessness, suicide prevention, family crisis support and social isolation.

Moggs Advisory — community is who they are

For Moggs Advisory, winner of the 2025 Barry Lambert Award, community involvement was never a marketing strategy. Their team has clocked 3,900 volunteer hours, served as treasurers for local sports clubs, sat on hospital and aged care boards, and built bicycles donated to children with cancer. When the Foundation matched their fundraising contribution, the firm directed a further $5,000 to a local cause chosen by staff.

Hunter Financial — Phil Smith, leading with heart

Phil Smith, Director at Hunter Financial and three-time Count Advisor of the Year, donates $1,000 per month to the Foundation, funded personally as well as through the business. As a volunteer director of We Care Connect, Phil and his team delivered more than 1,000 toys for the Christmas appeal, packed more than 300 school-ready backpacks for kids in need, and raised $25,000 during Poverty Week.

Smart Business Solutions — where giving is the business

In FY2025, the firm raised and donated over $76,000 to local organisations, with $50,000 supported by the Foundation's dollar-matching program, directing every dollar to grassroots groups tackling youth homelessness, suicide prevention, family crisis support and social isolation.

Moggs Advisory — community is who they are

For Moggs Advisory, winner of the 2025 Barry Lambert Award, community involvement was never a marketing strategy. Their team has clocked 3,900 volunteer hours, served as treasurers for local sports clubs, sat on hospital and aged care boards, and built bicycles donated to children with cancer. When the Foundation matched their fundraising contribution, the firm directed a further $5,000 to a local cause chosen by staff.

Hunter Financial — Phil Smith, leading with heart

Phil Smith, Director at Hunter Financial and three-time Count Advisor of the Year, donates $1,000 per month to the Foundation, funded personally as well as through the business. As a volunteer director of We Care Connect, Phil and his team delivered more than 1,000 toys for the Christmas appeal, packed more than 300 school-ready backpacks for kids in need, and raised $25,000 during Poverty Week.

Partner locations

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