About This Practice
This highly respected accounting firm boasts a longstanding reputation for fairness, personalized service, and a client-centered approach. Known in the community for its dedication to treating each client as an individual, it is frequently recommended by both current and past clients. Cash flow to the owner is over 40%. The firm has fantastic revenue growth of 10% year over year!
Most staff have been with the firm for over a decade, enjoying the flexibility of remote work when needed. This is an excellent opportunity for someone looking to acquire a well-established, thriving business with a foundation built on trust, loyalty, and continued growth potential.
This firm is currently not a CPA firm. There are plenty of opportunities for growth if the new buyer is a CPA or has the capacity to offer additional financial and advisory services. The current service offerings are scalable and could be offered in a cloud-based environment.
Highlights:
• Consistent revenue growth of 10% each year!
• Very loyal and tenured staff
• Great opportunities for continued growth
• Cash flow to owner over 40%
Ideal Buyer:
The ideal buyer should have at least five years of experience and possess a personable, confident demeanor, with strong expertise in T1 and T2 services. They should recognize the potential to expand the firm into a full CPA practice, driving future growth, while being fully aware of the effort needed to make this transition. This firm offers a great opportunity for someone seeking to branch out on their own and establish a successful foundation.
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