About This Practice
This is a boutique firm for successful individuals. Revenue has seen consistent growth and cash flow is good at about 47%. This firm currently employees an outstanding team of 8 contract employees. The staff are independent and able to work unsupervised which allows the owner to take time off as desired. All new clients come from quality referrals and current clients are loyal and long standing. Almost 80% of the work is packaged services that include bookkeeping, tax planning, business tax and compilations.
- High end clientele
- Consistent revenue
- No review or audit
Ideal Buyer:
Ideal buyer will need to have high quality tax experience. Big 4 experience would be ideal. Buyer will need to be personable and have very good relationship skills. Many clients are long-term and have high expectations of personalized service.
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