About This Practice
This is a well-established CPA practice providing services in the areas of compilations, corporate tax, personal & business tax, bookkeeping, and some estate and consultation work. Clients are long-standing and loyal. The client portfolio is comprised of diverse and stable industries. A strong reputation brings in many referrals from clients, industry partners, and networking groups. Staff are very capable, reliable, and personable. Responsibilities are clear; employees own their work and take a proactive approach to deadlines. Efficiency and workflow allow desirable scheduling options for all. Owner hours are low. The operations of the firm allow a buyer the option of maintaining an excellent work/life balance, or the potential to add time into the firm, developing growth and enhancing profit. Systems are current and allow full remote work capability. Software and platforms are industry standard.
The ideal buyer will be a CPA with strong knowledge and experience in the service areas provided to owner-managed businesses. Strong general business knowledge is also a must. Working with diverse clients, and with a team of employees, a buyer who has the natural ability to relate and adapt to different styles and personalities will be able to foster the established and future relationships. A growth-minded buyer will recognize the opportunities available to the practice, and will see the value of the established and lucrative network and new business channels. Much of the client base is already familiar with remote operation, allowing a future-focused buyer an excellent platform to expand on the remote and/or full cloud model. This is an ideal opportunity for a buyer looking to move into ownership, or an existing practice looking to expand in, or into, the Kingston area.
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