About This Practice
This is a highly regarded long-standing CPA practice with a very desirable client portfolio and a highly capable and committed team. Services are very well-rounded and include corporate tax, individual tax, partnership tax, trust tax, sales tax, tax advisory, bookkeeping, minor payroll, and minor others. The practice has earned an excellent reputation for quality work and personable service, creating regular referrals and a consistent year-over-year growth trend. Profitability is strong and consistent. Client industries are diverse and client size is ideal. Clients are very loyal.
Staff work very independently, and very reliably. Operations are systematic; workflow is managed through a practice management platform. The practice has maintained the current office but is also set up to operate and service remotely. Systems are current, efficient, and secure. The office is contemporary and is very-well located in a busy commercial/commerce hub with many nearby amenities. This is a turn-key, growth-ready opportunity that is ready for its next owner to take it to and through the next level!
The ideal Buyer will be a CPA who has very strong knowledge and experience in all facets of small business and individual tax. The Buyer will also have strong general business knowledge, along with the ability to manage and grow a team. As a people-business, the ideal Buyer will be a people-person, able to lead, train, and delegate. Equally, as a people-person, the Buyer will be energetic, patient, and able to build and maintain relationships. The Buyer will recognize the value that comes in this opportunity including the desirable client portfolio, highly capable and committed team, and the amazing growth potential to build on such a foundation.
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