About This Practice
*Purchase price pre-approved by lender*
Are you looking for an incredible opportunity to own a thriving tax practice that truly understands the value of work-life balance? Cash flow to owner in this firm is consistently over 55% and owner hours are low at approximately 1,500 per year! The owner meets with clients remotely. The firm has purposefully remained small and selective in choosing its clients.
This firm has grown solely through referrals and a new buyer could market for growth. Billing is done through fixed fees and subscription packages. Processes are standardized allowing for higher profits with less staff.
This is a rare opportunity to acquire a highly reputable firm that places a premium on quality, client relationships, and employee well-being. If you are an experienced practitioner ready to take the reins of a firm with a proven track record, don’t miss out on this unique offering.
Highlights:
- Cash flow to owner over 55%!
- Very loyal client base with over 50% who have been with the firm for over 13 years!
- Owner hours are only 1,500 per year!
- Optimized with Accounting Practice Academy™.
This firm is a graduate of our practice management program.
Ideal Buyer:
A local buyer is preferred. The ideal buyer for this exceptional firm will have experience in handling complex tax issues for individuals, real estate investors, estates, and trusts. A buyer with strong interpersonal skills and a genuine appreciation for staff and clients is a must. The ideal buyer will recognize the culture of this firm and do well to adopt a commitment to maintaining the firm’s ethos of low-stress operations and a balanced personal and professional life.
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