About This Practice
This is an established practice that has seen steady year-over-year growth in the rapidly expanding economy of Barrie. Service mix includes bookkeeping, compilations, corporate tax, personal tax, and minor tax advisory. The client portfolio contains strong and growing clients with excellent current and future referral opportunities. Clients are loyal and appreciate the genuine care the practice provides. Team members are highly capable and very dedicated to the practice, to their roles, and to their clients.
Staff work directly with clients; the owner receives regular compliments from clients who are very satisfied with the work and help provided by the staff. Operations are straightforward but highly organized and efficient. The Barrie area is growing at a rapid pace with many businesses locating here, relocating here, and starting here. This is an excellent opportunity to move directly into your future with an established practice and tremendous growth opportunities.
Ideal Buyer
The ideal Buyer will be a CPA with the expertise and experience required for the services the practice provides. Strong general business knowledge is also required. Experience in team management is a strong asset for a Buyer looking to continue growing the practice and team. Clients and staff are familiar with truly personable service; a Buyer who genuinely cares for people will relate well to the clients and staff. The Buyer will recognize the value of the team, particularly their skills and dedication. The Buyer will also recognize the tremendous growth opportunities that exist within the current client portfolio, and equally within the rapidly growing business community in Barrie. This is an excellent opportunity for a Buyer looking to take on and grow a great book of clients and an amazing team.
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