About This Practice
This is a very well-established CPA firm with a solid client portfolio and great growth potential. Client engagements are well-rounded and include corporate, individual, partnership, trust, and NPO tax, review, compilations, and very minor bookkeeping/payroll.
Very good and consistent profit at 56-60% year-over-year. The firm has earned an excellent reputation. Clients provide regular referrals and 5-star reviews.
Clients are loyal and long-term. Client industries are diverse and industry stable.
The owner has established operations to have the staff conducting all the preliminary, field, and prep work, and related tax work. Higher-level work is done by the owner. Workflow is well-established and efficient. Staff members are provided autonomy in their work. Schedules are flexible to meet the needs of the business and provide a healthy work/life balance.
The firm operates from a very attractive first floor office. The office is well located and highly visible on a busy commercial street. Easily accessed locally and by major routes. The area provides great opportunity for growth locally, and nearby business centers including the greater Boston area less than 45 minutes away. The premise is seller-owned and has lease or purchase options.
This is an excellent opportunity for a buyer looking for an established firm with a solid client portfolio and many growth opportunities.
Ideal buyer
The ideal buyer will be an experienced CPA who is knowledgeable in the firm’s current areas of service. Strong general business knowledge is important, as is the ability to lead and grow a team. The buyer must also be a relationship builder, personable and professional. A growth-minded buyer will take on the development opportunities available in this practice to suit their ideal expansion pace and size. This is an ideal opportunity for several buyer structures including a growth-minded partnership, a one-owner, or an expansion of an existing practice.
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