About This Practice
This rapidly growing cloud practice has a fully-staffed team, strong leadership and proven systems, which allows the practice to provide services for clients throughout the US.
Practice Highlights:
- The owner has focused on business development for the last few years, and it has paid off
- Owner hours are exceptional at ~1,000/year providing a desirable work/life balance and room for the new owner to implement growth strategies
- Strong returns have resulted from brand development and focused marketing
- $2.3M: 2024 Projected Gross Revenue
- Cashflow is steady with 95% of clients on a retainer structure
- Practice has a global staffing strategy, hiring both US and offshore staff
Primary services include:
- Bookkeeping
- Financial Modeling & CFO Support
- Ad Hoc
- Accounts Payable
- Minor work in Corporate Tax
This firm offers exciting growth opportunities for an entrepreneurially-minded buyer.
Ideal Buyer:
The ideal buyer is a modern CPA with the heart of an entrepreneur. They will not be intimidated by the firm’s global staffing model, the teams’ success, or the enthusiasm of the current owner but will be excited to take this growing firm to the next level. The new owner should bring experience leading a remote team, be respectful to staff and clients, and be capable of managing a fast-paced firm with high-level talent.
The seller is committed to the successful transition to the new owner. They come to this juncture with pride for where they have brought the firm so far, with appreciation for the new owner, and excitement for the next phase in their career. They are looking for a buyer who will take the practice to the next level.
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