About This Practice
This is a long-standing one-owner CPA firm with focus on compilations and reviews, corporate and personal tax, tax advisory, T3 estates, and very minor bookkeeping. The firm has earned and excellent reputation for quality work, personal service, and responsiveness. Referrals are turned away as the owner has chosen to maintain current workload. There are many seller-identified opportunities for a buyer looking to grow from a very solid foundation. Clients are loyal and long-term. The client portfolio is diverse, comprised of high-quality clients in diverse industries that are secure and stable. Employees are retiring with the owner allowing the buyer options to utilize their existing staff capacity, and/or hire according to their ideal employee fit. The buyer also has the ability to choose their level of involvement in the firm, applying more of their own time to maximize profit, or less of their own time to foster their ideal work/life balance. The recently renovated office is well located and visible in a busy commercial area. The office is fully accessible and has future lease options for a buyer wishing to retain the desirable location. This opportunity is ideal for a buyer looking for a high-quality client portfolio, and an established practice with many future growth opportunities.
Ideal buyer
The ideal buyer will be a CPA, ideally holding a Public Accounting License or bringing another option to handle the review work. Several years of public accounting experience, strong income tax and general business knowledge are required. The buyer must be experienced with owner-managed businesses and enjoy serving this clientele. The buyer will understand the value of the existing client base and will bring a desire to provide solid work and excellent customer service. Strong communication and interpersonal skills are a must. This is an excellent opportunity to capitalize on a very solid foundation with strong future growth opportunities.
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