About This Practice
This is a reputable and creative advisory firm, providing guidance to the owner-managed, closely held businesses, and individuals who can benefit from strategic planning and goal-setting. Business services include consulting, tax preparation, QuickBooks training, payroll, bookkeeping, accounting, and small business management solutions. Fees are very strong. Clients are highly educated and have high income. Firm is committed to excellence and client success. They like to watch their clients grow and succeed. New business comes from referrals from other professionals and very little marketing is done. This firm is listed at an incredible price for the revenue and long term, loyal client base. The firm boasts 8 seasoned and independent employees – if a buyer is looking for additional employees this is a firm not to be missed!
- Strong fees with stable annual revenues
- Independent, seasoned staff
- Long term clients with consistent referrals
- Beautiful office location, walkable to Beltline and restaurants
Ideal Buyer:
Buyer can be an EA or CPA. A buyer will need to have very good tax and tax planning experience. Buyer will also need to have management experience, the ability to manage lots of priorities and be technologically capable. No review or audit work is currently being done. This is a high communication practice, both internally and externally. The reputation within the community is outstanding and is known for being responsive, and the staff take great pride in servicing clients. The clients are very loyal and often refer new business; the new owner will have the capability and personality to continue to build on these existing and new relationships. Someone with energy and motivation could really grow this firm.
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