About This Practice
This well-established and profitable CPA practice provides clients a rounded service mix including bookkeeping, compilations, corporate tax, personal tax, minor tax advisory, and very minor estate work. Clients appreciate the ability to have all these services from a single provider. Clients provide regular referrals, as do industry partners, which is reflected in the consistent year-over-year growth of the practice. The client portfolio is diverse and stable. Staff are loyal and highly capable. Team members work directly with clients allowing the owner to focus on the higher-level work. The practice has earned an excellent reputation due to very solid work, responsiveness, and excellent customer service. The practice is very well located in a busy and growing commercial area. The office is next to new, very bright with large windows, open concept, modern, and perfectly suited for both staff and clients. This is an excellent opportunity for many Buyer scenarios including an established Buyer looking to grow, or a Buyer looking to move into ownership with an immediate strong client base and excellent team.
The ideal Buyer will be very familiar with the services the Practice provides. The owner notes that strong tax experience is essential, as is the ability to understand and work with owner-managed businesses and their requisite requirements including compliance. A Buyer will want to be ready to carry forward the strong customer service level that’s been established. A strong planner and a proactive nature will be a great match for the requirements of the practice. The Buyer will recognize the very high value of the team and will have experience and ability in managing and motivating in a team environment. This is a great opportunity for a growth-minded Buyer who’s looking for a strong practice they can take well into the future.
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