About This Practice
This is a very established CPA firm with loyal, long-term clients. The cash flow to owner is very strong. There has been very low staff turnover as well. The result is a cooperative, collaborative hard-working team that provides exceptional client service. Clients are in a wide variety of different businesses/industries. The mix of work is fairly traditional. The practice focuses on tax, review, and there is a small amount of audit work. There may be some additional opportunity for proactive tax-planning.
The ideal buyer has good public accounting experience and a commitment to providing high-quality service. Someone who is conscientious, hard-working, and trustworthy will do very well here. A CPA who is capable of providing proactive tax-planning could quickly grow this area of the practice. A plus would be for the candidate to also have experience leading a small team.
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