About This Practice
This is a profitable, turn-key tax practice in Central Ohio serving individuals and businesses with a varied mix of services including individual tax, business tax, payroll and bookkeeping. Over 70% of the individual tax is tied back to businesses served. Top industries include professionals, small business owners, real estate, construction and farming. Cashflow to owner is consistent and exceptionally strong ranging between 50% – 57% over the last several years. This is an efficient, turn-key firm with the ability to go virtual.
Highlights:
- Year-Over-Year Growth
- ~57% Cashflow to Owner
- Revenue: $840,000 (2024 Projection), $723,280 (2023)
- Talented staff with a professional, but casual work atmosphere
- Reasonable owner hours, with a strong work/life balance
“We are known for our integrity, attention to detail, and our willingness to go the extra mile for our clients.” – Seller
Ideal Buyer
This is an excellent opportunity for an owner looking to expand an existing client base or a new buyer looking for a highly profitable turn-key practice in Ohio.
The right fit will understand the depth that the firm’s clients depend on the staff, appreciate the effective team in place and will not be a micromanager. A confident leader who will empower staff to continue to strengthen client relationships and embrace technology will thrive in the current culture.
The seller is committed to a successful transition and looks forward to introducing the new owner(s) to clients and working together to put the new owner in the best position possible to grow the firm.
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