About This Practice
This is an established CPA practice with consistent year-over-year growth, an experienced and committed team, and a loyal client portfolio. Service mix includes compilations, corporate and personal tax, US individual and corporate tax, 1 audit and 4 reviews (all outsourced), minor tax advisory and estate work, and very minor bookkeeping. Employees are designated professionals, very capable, and personable. Staff are client facing allowing the owner to work on the higher level work and business development. The practice has an in-demand US individual and corporate tax service component (~20% of revenue) which a US-experienced Buyer could readily expand. The Seller has also identified several growth opportunities for an incoming Buyer. The practice operates in the hybrid format, with a mix of in-office and work-from-home. Systems are current and secure, allowing the practice to be unlimited in its client and staff geography. The Seller owns their contemporary office in a professional building and can offer the Buyer several options including lease, purchase, or relocate. This is an excellent opportunity for a a growth-minded Buyer who aligns with practice’s services, work model, and progressive future-focus.
The ideal Buyer will be well-experienced in the services offered by the Practice, particularly the in-demand US tax work which currently accounts for approximately 20% of the practice’s revenue. Additionally, a Buyer should have experience in managing a team, and be comfortable with a hybrid employee work structure. The Seller has suggested that a Buyer who can bring the following attributes would be best suited for the practice, staff, and clients: Detail-oriented, Entrepreneurial, Personable, Enthusiastic, Hard-working. While not required, an LPA Buyer would be able to bring the currently outsourced and future review and audit work in-house. This is an excellent opportunity for a growth-minded Buyer who aligns with practice’s services and progressive future-focus.
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