About This Practice
*On hold until after April 15th*
This reputable CPA practice is well-known for its unrelenting dedication to resolving customer issues and putting their best interests first. By offering individualized, customized services, the company has built trust and enduring connections with its devoted clientele.
This firm continues to be extremely productive and provides expert-level services while enjoying a laid-back office atmosphere. While the off-season permits the freedom of remote work, staff works on-site throughout tax season to guarantee seamless client interactions. The owner enjoys a flexible schedule that allows for a good work-life balance, which includes time for leisure activities such as a game of golf!
This firm has amazing potential to continue growing and is well-positioned to do so. With owner hours less than 2,000 per year and exceptional cash flow to the owner of over 60%, this CPA firm is a fantastic opportunity for a buyer to step into an already thriving firm or scale it further!
Highlights:
- Less than 2,000 owner hours!
- Over 60% cash flow
- Fantastic client and staff tenure
- Flexible schedule
Ideal Buyer:
The ideal buyer is professional, and personable, and strives to establish and maintain lasting client connections. They should be able to listen intently, comprehend the particular demands of each client, and have the know-how to put the client’s interests first in every choice. The buyer should have at least five years of experience in public accounting and a strong foundation in the real estate industry, Section 1031 exchanges, and multi-state taxes. The buyer will recognize and continue the firm’s tradition of providing outstanding, client-focused service.
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