About This Practice
For almost 40 years, this personable CPA firm has experienced exceptional revenue growth and offers outstanding cash flow to owner, at over 70%! The firm consistently produces excellent work in a timely manner with personal care. The owner takes the time to talk and explain a client’s financials. The practice has a client-centric strategy that makes each client feel important.
The firm has created a cooperative work environment where the dedicated employees can work together to ensure all client needs are met and retention is solid. This firm has made a name for itself by providing trusted financial accounting and tax services. They are known for their dedication to prompt, courteous client communications!
The majority of the firm’s growth comes from happy clients and community referrals. Known for its ethics, loyal client base, and dedicated staff, this firm continues to thrive in business accounting and tax prep and planning. A recent fee increase of about 10% has further solidified its strong financial position, making it a prime opportunity for continued success and expansion. This firm is mostly focused on business clients. 74% of the services include business tax returns and compilations.
Firm Highlights:
- Majority are business clients, with growing accounting needs
- Consistent revenue growth and 70% cashflow to owner!
- Dedicated staff that all want to stay on with a new buyer
Ideal Buyer:
The ideal buyer would have 7-10 years of experience. The buyer should keep the current office space and continue to grow the firm. CPA is required. A track record of building quality long-lasting relationships with clients and staff will help ensure the buyer’s greatest success. A buyer will need to take the time with business clients to help explain their finances. A growth-minded buyer will see the opportunity in this firm and will capitalize on the firm’s readiness. This is an ideal opportunity for several buyer structures including a growth-minded partnership, one-owner, or an expansion of an existing practice.
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