About This Practice
This is a high quality and well-established CPA firm. It is a profitable and stable practice with very good cash flow to owner. Clients are primarily business owners from a broad range of industries. The practice also serves high net-worth individuals and families. The firm enjoys a reputation for responsiveness and commitment to great service. Workflow is quite steady outside of tax season. Investments in systems and workflow have created a very efficient operation. This is a technologically-progressive firm that makes full use of software and hardware resources. The office atmosphere is relaxed with weekly meetings to ensure progress and teamwork. The experienced and very capable staff can work on their own and unsupervised.
Ideal Buyer
The ideal buyer will have several years of public accounting experience and strong general business knowledge. Clients look to the firm to provide sound, small business advice. The buyer will be a highly personable accountant who enjoys variety in their work. The firm has had significant community involvement. Continuing this focus will take the firm to the next level. Many opportunities for growth exist for the business development-minded owner.
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