About This Practice
Seller is MOTIVATED to exit prior to this tax season. Priced to sell quickly. This is a great opportunity to buy a firm with a loyal client base and huge growth potential at a value price. Cash flow to owner is almost 50%. This practice boasts an exceptional reputation in this beautiful community outside of Asheville. With limited advertising this practice has continued to grow due to its quality referrals from banks and attorneys. Client retention is exceptional, with many associated referrals provided as a result of the firm’s commitment to quality and personable client service
There is a large growth opportunity to expand the practice! There are two other CPAs in the area who will retire soon, so there is a lack of competition and great opportunity to take on additional clients. Practice focuses on tax planning & preparation, retirement planning and consulting. The staff work independently and enjoy a friendly work environment. There are good systems in place but buyer could have immediate cost savings if they already have their own systems. This is a firm with a very well-established foundation and many available opportunities to take it to the next level.
Ideal buyer sees the huge opportunity for growth. Buyer should be familiar with personal tax and maintain personal relationships. Currently, owner has turned away new clients as firm has a full case load but motivated buyer could quickly increase revenue. This is an excellent and attainable opportunity for a buyer looking to start with, or add to, a great client base. A buyer with a personable approach and growth mind set will do well in building upon the value that’s been established in the team, and the clients. New buyer can choose where to set up practice. A progressive buyer will embrace the opportunities this firm offers, applying modern technologies, strategies, and overall approach towards clients, staff, and processes.
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