Full cloud practice based in the US with outstanding growth!

About This Practice

This all-virtual firm has experienced remarkable revenue growth since its inception, particularly excelling in offering CFO services within the medical niche. The current owner, with a background in the big 4, has meticulously developed an efficient practice catering to clients in the behavioral analyst field. With a curated team of motivated professionals and a well-defined role-based organizational structure, the firm operates seamlessly, requiring minimal owner involvement. This enables the current owner to focus on marketing and business growth initiatives.  2022 annual gross was $489,130 while 2023 revenue is projected to be $530,000.    Owner hours are only 1300 a year!

Offering comprehensive services such as CFO services, tax planning, tax advisory, and bookkeeping, the firm prioritizes quality clients and provides invaluable business advice and forward-thinking reports. With efficient systems in place, operations run smoothly, ensuring client accountability and an autonomous process. Through meticulous staff pruning, the firm has cultivated a highly efficient team that understands clients’ financial needs. This efficiency allows the owner to focus on leadership, content creation, marketing, and CFO strategies, further driving the firm’s success. The firm’s scalability, coupled with its solid foundation and technological proficiency, presents an enticing opportunity for a buyer who possesses strong leadership skills and recognizes the unique attributes that set this practice apart. Looking ahead, there are abundant prospects for further growth and high ROI revenue, making this an ideal opportunity for immediate expansion under the right buyer.

This firm is very scalable. The right buyer could grow immediately!

Highlights:

• 5 Highly competent and efficient staff, all remote
• Low owner hours under 1,300 per year
• Turn key practice
• Medical niche, with many opportunities in the industry

Ideal Buyer:

The ideal buyer for this firm should possess strong leadership qualities, capable of effectively motivating and guiding the exceptional team of knowledgeable professionals that has been carefully assembled. Proficiency in financial reporting, CFO consulting, and providing strategic advice on forecasting and tax-saving strategies is crucial, as the clients seek guidance in planning for their financial future. It would be advantageous for the buyer to have a background in CFO services, and holding a CPA would help but not required. Recognizing the solid foundation established within the firm, the right buyer will be able to continue scaling quickly in this niche and capture the many referrals the current owner will pass on.  This presents a unique and unmissable opportunity for a tech-savvy and entrepreneurially minded owner to capitalize on the firm’s existing strengths and drive its future success.