Well priced, Service First CPA Firm for Sale in South Central BC

About This Practice

This is a well-established CPA firm that is held in high esteem for its reliability, knowledge, and responsiveness.  Revenue is made up of 53% compilations and 33% tax and the remainder with bookkeeping and reviews. The seasoned staff work collaboratively and are known for their expertise.  The office has a great team atmosphere with a client-centered focus on service and relationships. The firm has been built on a dedication to customer service and quality work.

 Clients are appreciative of the firm’s professionalism and personable approach. Catering to small and medium-sized corporations, individuals, and estates, the firm embodies a holistic approach to accounting.  Client attrition is very low, due to exceptionally high customer loyalty. The practice has been built entirely through referrals; no marketing has been done. Revenue has been consistent and an entrepreneur looking to grow could take this firm to the next level.  The seller is motivated to find the right buyer and reduced the price by over $100,000!

Highlights:

• Opportunity to expand the tax planning and consulting services
• Revenues are consistent and dependable, and cashflow around 35%
• Many clients have been with the firm over 20+ years
• Low client attrition
• Projected annual revenue is conservatively $600,000

Ideal Buyer:

A seasoned individual or firm boasting 7-10 years of specialized tax expertise stands poised for remarkable success. The ideal buyer would be a CPA with 7-10 years of public practice experience.  An individual or a firm would benefit from experience with estate work, financial compilations and tax returns. The buyer would need to be personable and have very good relationship skills.  The buyer will recognize the strength and independence of the staff.  Many clients are long-term and have expectations of personalized service.  Experience in leading a team and building long lasting client relationships will ensure the buyer’s great success. The ideal buyer will be experienced in the overall management of a practice and team.  This is an ideal opportunity for several buyer structures including a growth-minded partnership, a one-owner, or an expansion of an existing practice. With an established track record of success and a proven ability to build lasting client relationships, the growth potential is vast and perfect for a savvy buyer.