About This Practice
This is a highly profitable national niche service firm with consistently substantial growth.
While currently headquartered in Canada, the firm can be operated and managed from anywhere, including the US.
The firm focuses solely on delivering high quality results in the tax credit consulting space.
With an exceptional reputation as a leader in this niche, the firm is continually sought out by clients across Canada.
Services are provided in a full cloud format allowing an infinite national client market.
Profit is excellent and consistent:
- current and past 3 years steady at ~76% each year
Ongoing year-over-year growth is substantial:
- current year at +23%
- 3-year average at +17%
The high-functioning team is educated and well trained. Strong leadership and a reputation as a great employer have led to strong staff retention and a motivated team. All staff are currently Canada-based; remote operation provides an infinite hiring geography.
Clients range from small start-up companies to large enterprise operations. Clients appreciate the firm’s proactive approach to service, genuine client care, and the results that the firm is able to achieve.
Owner hours are ~2,000 hours/year and continue to decrease as the firm grows and additional key management roles are added to the structure. With an independent team and efficient workflow, the owner is able to focus much of their time on strategic planning and business development.
Visionary leadership combined with business acumen and follow-through are key qualities of the owner, and will be of the Buyer as well.
Additional opportunities exist for a Buyer to:
- add in additional services related to the firm’s niche focus, such as related accounting services, technology consulting, etc.
- grow the firm even more aggressively than its already strong growth rate by expanding marketing to include additional high ROI advertising approaches.
A designation is not required to purchase or operate the firm. Most important is a Buyer’s business capability and entrepreneurial mindset.
The Seller may consider an ongoing work arrangement with the right Buyer.
This is a unique firm and a truly rare opportunity. If you do have interest, do not delay in following up.
Ideal Buyer
This opportunity is perfectly suited for both Private Equity or Strategic Buyer scenarios.
As noted, a designation is not required to purchase or operate the firm. Most important is a Buyer’s business capability and entrepreneurial mindset.
The Buyer will have a track record of business development and growth management. This firm is growing at a significant rate and will require a Buyer who can continue to bring the firm through ongoing growth and expansion into the future.
The firm has a highly skilled and educated team; the Buyer will recognize the current team’s value and will have the leadership ability to continue building at this level.
The ability to build professional relationships in this type of business environment will be a key attribute of the Buyer.
The Buyer will recognize that the success of the firm is due in large part to a continual focus on high quality work, highly attentive client care, and progressive development. Existing and new clients recognize the firm for its excellent reputation as a leading provider in this niche service; equally, employees recognize the firm for its excellent reputation as a highly respected employer.
The ideal Buyer will have a decidedly keen desire towards this firm’s service line, a confident and proven ability as a top tier business leader and builder, and will recognize this opportunity as unique and truly rare.
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