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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’Malley
Description: Daniel Mahncke and Shawn O'Malley take a deep dive into Kelly Partners — a fast-growing Australian chartered accounting network with over 25,000 SME clients and founder Brett Kelly's relentless ambition to build Australia's first global accounting firm.
Join Daniel and Shawn as they assess whether Kelly Partners has a sustainable moat, an attractive valuation, and whether it deserves a spot in portfolio.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:02:56 - Who the CEO and founder, Brett Kelly, is
00:04:27 - About the mission of Kelly Partners
00:06:53 - How the business model works
00:10:15 - How big the TAM is
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