About This Practice
This is a high quality, high service CPA firm in Calgary. They focus on high-net-worth individuals some of whom are US citizens. The firm handles their tax planning, compliance, financial and estate planning. These services are in very high demand. Many of these clients have somewhat complex tax and preparation needs.
This a professional office with very friendly, hardworking and cooperative contractors. They work as needed on an hourly basis. Most of them have been with the firm for many years. They are well liked and produce quality work. Staff is independent and there is little oversight needed. Owner hours are low and the owner is able to take 9 – 12 weeks off a year.
Clients enjoy great customer service. Client attrition is very low and they are very loyal. They are billed by the hour and invoices are sent monthly. Clients are willing to pay good fees and there is very little bad debt. This firm does not market. They are seeing good growth with referrals from existing clients and other professionals.
The Ideal Buyer
The ideal buyer will be a CPA with very, very good tax experience, ideally from a larger firm. Experience with US tax would be helpful. The buyer for this practice would need to take great care in pleasing clients. Many clients are long-term and have high expectations of personalized service and advice.
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