About This Practice
About this Practice
This is a rapidly growing CPA firm with a strong client base and exceptional team. Client engagements include compilations, reviews and audits, personal and corporate tax, US and cross-border individual and corporate tax, consulting and advisory, minor trust work, and no bookkeeping. Current year 2021 revenue is conservatively tracking at $820,000. An excellent reputation, high quality work, and a diverse mix of services creates many referrals and a very strong growth trend. A fully paperless office, and efficient streamlined processes allow capacity for growth and increased profit. Employees are highly capable, and work as a team to produce high quality results for clients. The firm continues to grow quickly by building trusted advisor relationships and providing high value to its client base. Cashflow to owner is good, with very low owner hours at ~1050/yr.
The office is in a great commercial location with high visibility and direct access to local amenities. The custom renovated brick/beam style office is bright and open.
This is an excellent opportunity for a buyer looking for a solid and established firm with a proven track record of consistent growth.
The ideal buyer will be an LPA. Strong public accounting experience along with good general business knowledge is required. Experience in US and cross-border tax is also ideal as billings in this segment are a notable part of overall revenue. The buyer will be very personable, able to integrate well with a high-performance team, and established client relationships. A good-fit buyer will understand and foster the value of the staff, and continue investing in employee development. A progressive owner will want to leverage the reputation, capability, and referral opportunities to continue the consistent growth trend of the firm.
Request Full Profile