About This Practice
This FULLY STAFFED firm has a wonderful reputation within the community for its high-quality work and personable touch. This firm focuses on compilations and personal tax with a minimal amount of bookkeeping, reviews and tax advisory services. Clients are multi-generational and love the relationships they have built with the staff of this firm. The practice has seen steady year-over-year growth due in part to the growth of existing clients and the selective onboarding of the many referrals and inquiries.
This firm employs an excellent staff who are all dedicated and passionate about what they do. The team has been fine-tuned over the last few years. At a time when hiring is so challenging, this practice’s established team adds tremendous value to the practice. With the addition of more amazing staff, the opportunity for growth is outstanding! They are well known within the community for not only providing excellent and professional service, but also having a family atmosphere that shows how much they genuinely care for their clients. This is a rare and excellent opportunity if a buyer is looking for a curated, skillful, and productive team!
- 2023 Q1 numbers up 10% and completed work is up 45% ahead of last year
- Efficient and competent staff, ready to take the firm to the next level
- Long-standing and loyal clients with the majority over 10+ years
- Many growth opportunities, especially in tax advisory services
- Sellers would also prefer an Asset Sale
The buyer should have 7-10 years of tax experience as well as management experience. The ideal buyer would be service orientated, have outstanding interpersonal skills, and maintain the current relationships the current owners have already established with their clients. A knowledge in agriculture would be beneficial in this firm. The practice is known for their quality work and personable service so a Buyer intending on providing the same will be able to carry forward with what the clients appreciate and value in the practice. CPA is required. An entrepreneurial owner would enjoy working with the entrepreneurial clients. This would be a great firm to add to an existing firm or for a seasoned, hardworking CPA to branch out on their own.
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