About This Practice
At double the profitability of most firms this size, this firm is a fantastic opportunity for the right buyer. The firm’s focus is commercial real estate, and high-net-worth clients. Offering tax and bookkeeping services, the firm is a trusted, one-stop shop for the businesses and individuals they serve.
Highlights include:
- ~80% Cash to Owner
- Nearly half of the revenue is from business clients
- Well-established firm with a reputation for exceptional service
- Work/life balance with around 1880 owner hours per year
Ideal Buyer
Clients are primarily business owners based in the tri-state area. The size is what many would consider to be ideal for a sole proprietor or for a business owner looking to expand their current business.
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