About This Practice
Established in 2013, this full cloud practice has a well-established record of excellent growth and success, and a full readiness for ongoing growth and primed opportunities. This high-growth practice has every opportunity to apply its proven strategies across all of North America.
The owner uses EOS as the framework for development, working on the firm, not in the firm. The owner’s key focus is team development and business strategy. Owner hours are very reasonable at ~1,840/year providing a desirable work/life balance.
The practice utilizes a well-integrated and purpose-driven tech-stack designed to provide efficiency of operation while delivering excellent client value and client experience.
Strong returns have resulted from high ROI investment in brand development and focused marketing strategies. The Practice attracts and maintains high quality clients who see the value in the quality work, exceptional service, and overall client experience.
A significant proportion of revenues are monthly recurring being based on the subscription model. Billings are automated. Cashflow is steady and consistent.
The owner has created a proven methodology for client acquisition, talent acquisition, and high-performance operation. A curated team of motivated professionals combined with a team-based organizational structure allow the work to be very effectively handled and managed with minimal owner involvement.
The provided services focus directly on the practice’s ideal client, with service combinations available for every client. Current primary services include bookkeeping and controllership, however the practice and existing team are ready to expand on corporate tax service and launch fractional CFO service and HR support service. These in-demand services offer the practice amazing immediate and future opportunity.
A rare turn-key full cloud practice with depth of foundation combined with readiness for continued and limitless growth and expansion.
This is an exceptional opportunity for an exceptional Buyer. The owner has built a highly desirable operation based on the fundamentals of team, engagement, and development. The practice provides high-level service to high quality clients. Limitless opportunity has been created by the owner’s vision. The Buyer will recognize and align with this level and style of business management and development.
The Ideal Buyer will be business savvy with rooted experience and entrepreneurial drive. As a people-based business, the Ideal Buyer will also be a successful relationship builder. The ability to manage with a people-first approach will align with the current methodology that’s brought results and success to the business, the team, and the clients. The owner has made particular note that the Buyer will need to have a collaborative and inclusive approach to team management. Trust in the very capable team will maintain the engaging and motivating environment currently enjoyed by all team members, and will provide the Buyer the ability to maintain their focus on strategy and development.
The owner has carefully and purposefully curated a staff and structure that is prepared, proven, and ready to soar. A future-focused and growth-minded Buyer will be similarly proactive in building a bench that’s as ready for the future as it is the present.
The owner’s focus is leadership and business development; while a Buyer will likely maintain a similar role, a Buyer with an accountancy related background and experience will more closely relate to the core of the business.
The immediate growth potential of the business requires a Buyer who is capable of managing fast-paced progress, and able to recognize, onboard, and foster high-level talent.
As a full-cloud and full remote practice, the Ideal Buyer will be progressive, forward-thinking, and an embracer of technology; opposite of traditional, conventional, and conservative.
This is not the practice for a hopeful dreamer or business romantic. This is a practice for an experienced doer and business leader.
This is a rare opportunity not to be missed by a Buyer who’s seeking an exceptional business with limitless future opportunities.
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