About This Practice
This well-established CPA firm continues to demonstrate a solid and consistent year-over-year growth trend and is currently approaching full cloud format. Very good and consistent profit at 55%. Very reasonable owner hours at ~1900/yr. The firm has earned a reputation for high quality work and very dependable service. Client engagements include compilations/corporate tax, business tax, related personal tax, bookkeeping, and consulting.
The client base has been refined over time to include high quality clients in stable industries. Clients provide excellent reviews, testimonials, and regular referrals.
The team will be very valuable to the buyer. Experienced staff are highly trained and very capable. Staff work independently with little supervision. Employees are provided responsibility and challenge along with a combination of autonomy and support in their work. Employees own their work and responsibilities and understand the operations of the firm. Staff are loyal, enjoying the culture, and the opportunity to work in a progressive environment.
The office is attractive and functional, offering a motivating environment for independent and collaborative work. The office is very well located in an easily accessed metro commercial area with a rapidly expanding market. Lease or purchase options are available to the buyer.
The owner has developed the firm and staff to operate efficiently and in a way that allows the owner to focus on the high-level work along with business development. Workflow is automated through leading industry software and platforms ensuring all staff are aware of their responsibilities and timelines. Established systems provide security, efficiency, and the opportunity for continued progression toward full cloud format.
Growth to date has been organic, assisted by very strong SEO developed over many years. Seller-identified future growth opportunities are many.
This is an excellent opportunity for a growth-minded buyer looking for a progressive firm, established client portfolio, and strong team.
Ideal buyer
The ideal buyer will be a CPA. Experience with owner-managed businesses and the requisite tax and bookkeeping work that is part of serving this clientele is a must, as is strong general business knowledge. The firm’s clients are familiar with a very high level of integrity and quality work; the new owner will have the capability and personality to continue to build on these existing and new relationships. The firm has built a positive culture and employee engagement; the new owner will have the ability to manage a team and foster the strong culture. A growth-minded buyer will recognize the strength of this firm and see the many future growth and development opportunities.
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