About This Practice
This rapidly growing firm, located in a beautiful area, provides tax and accounting services to both businesses and individuals. With annual revenue growth consistently around 40% and regular client fee increases, the practice has established a strong reputation for exceeding client expectations.
Specializing in comprehensive tax and accounting solutions, the firm is known for its proactive approach and responsiveness to client needs. Its success is driven by a dedicated team of over 7 knowledgeable and efficient staff members, who thrive in the company’s relaxed and open culture. Money has been put back into the business for continued growth and expansion of staff to handle the influx of new work. Many of the current clients desire additional services including year-end compliance services, CFO and advisory services.
Firm Highlights:
- Annual revenue growth: 40% and regular client fee increases
- More than 5 independent staff
- Very minimal competition in the area and lots of room for growth with an entrepreneurial buyer.
- Healthy fees averaging around $930 for business tax and over $600 for personal tax
Ideal Buyer:
CPA not required but ideal. Many staff are capable of running part of the firm on its own. The buyer should have at least 7 years of experience in the accounting profession. Buyer should be committed to maintaining the staff and continuing to help businesses meet their goals. Owner mostly focuses on driving new business and managing the team. This is a great opportunity for a sole proprietor or a CPA firm looking to expand offices.
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