About This Practice
This is an exceptional opportunity for a tech-savvy and entrepreneurially-minded buyer. As an early adapter of the virtual model, this practice thrives in the virtual space, has efficient systems, is fully staffed, and is positioned for growth. The firm offers clients outsourced accounting, bookkeeping, and CFO services. The team has earned an excellent reputation with their clients and receives referrals often. The firm is entirely virtual with a remote staff and can be managed anywhere.
The owners have demonstrated commitment to their staff and clients throughout the years and will show the same dedication to successfully transitioning the business to the new owner.
Highlights
- Fully Staffed with Capable Employees
- Turn-key Operation
- Cash to Owner ~40%
- Little A/R, 80% of Clients are on Scheduled Payments
- Work/Life Balance is Grounded in the Firm’s Culture
- The owners have implemented the ABCD review model and purged “D” clients over the last two years. This has left the new owner with the best client list possible.
Ideal Buyer:
This practice is for an accountant who desires a personal and rewarding workplace culture. The buyer will have experience managing remote teams and be comfortable in a client-facing role. A person who can project confidence with business clients is essential. The right fit will understand the depth that the firm’s clients depend on the staff, appreciate the effective team in place, and will not be a micromanager. A forward thinker who can take great practice to the next level is a perfect match.
Designation/License: CPA
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