Well-established Practice in beautiful South Georgian Bay

About This Practice

This is a well-established practice in an excellent area offering in-demand services to local small businesses. The well-rounded service mix includes bookkeeping, compilations, corporate, business, and personal tax, minor tax advisory. The Seller has an excellent team that provides the loyal client base with 5-star service. Employees are highly capable, committed, and reliable. Very little supervision is needed allowing the Seller to focus on the higher-level work and business development. The practice is highly regarded, having earned an excellent reputation for quality work and personable service. Clients regularly provide referrals. New inquiries are common. Owner hours are reasonable allowing a good work/life balance, which is particularly ideal in such a lifestyle location. The Buyer will have their choice of office options including lease, purchase, or relocate. This is an amazing opportunity for a Buyer looking to operate their practice in an amazing area, an area that offers excellent growth opportunity along with a highly desirable lifestyle location.

Ideal Buyer

The ideal Buyer will be well-experienced in the practice’s areas of service. Strong business knowledge is also required, as is experience in managing a team. The Buyer will be familiar with the requirements and needs of owner-managed businesses. A personable nature and strong relationship building skills will help the Buyer in the management and ongoing building of the team, and will also align with what current and future clients are looking for. While the services offered do not currently require a CPA, as a CPA themselves the Seller recommends this designation for a Buyer looking to grow the practice. A CPB designation combined with strong experience may be an alternative. The Buyer will see the value in the practice itself, the team, along with the opportunities within the desirable location. This is an excellent opportunity for a Buyer looking to combine their profession with an amazing lifestyle location not far from the big city.