About This Practice
Top-notch, well-established CPA firm that enjoys an excellent reputation for providing high-quality work. They are also known for their proactive approach to tax planning and business planning for their entrepreneurial, growth-oriented clients. They help their clients build their futures! Many have experienced substantial growth and achieved a high level of success – in part because of their relationship with the firm. There has been strong client retention, with a high level of trust and excellent relationships. Cash flow to owner is extremely good and owner hours are very low! The firm has a long-term, capable, independent team.
Ideal buyer
A rain-maker who also wants growth for their clients will love this firm. The team provides the perfect “back-end shop” to allow a personable, entrepreneurial CA/CPA to take this practice to the next level. The current owner works very little in this business, so a dedicated owner would have immediate capacity to build. Buyer should be very proactive – especially with tax planning. A well-rounded CPA with a good balance of general business acumen and tax knowledge…combined with a history of working with growth-minded entrepreneurs will be successful at leading these clients and staff. A polished owner, perhaps with a big 4 or similar background, and willing to be active in the local business community would be able to rapidly expand this practice.
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