About This Practice
This is a well-established and profitable CPA practice with a very desirable client portfolio along with a strong and committed team. Service mix includes compilations, corporate/business/personal tax, reviews (8), bookkeeping, tax advisory, and minor estate work. The practice has earned an excellent reputation for high quality work and personable service. Clients are longstanding and loyal; many are high-net-worth generational clients. Referrals and inquiries are common. Although the Seller has chosen to maintain the practice’s current size, opportunities abound. Paperless office. Platforms and software are industry standard; adoption of technology has been embraced by staff and clients.
Staff are long-term, committed, and very capable. Clients appreciate and often compliment staff for their work and personable service. Owner hours are very reasonable, the Seller and staff maintain a very healthy work-life balance. Systems are current, secure, and support full remote operation. The office is bright, modern, and professional. Location is excellent, ideally situated close to Niagara’s largest cities. All the best of Niagara is nearby including Niagara’s wine region at the doorstep. Many growth opportunities exist for the practice and the Buyer. This is an excellent opportunity for an entrepreneurial Buyer ready to build their future in one of Canada’s most beautiful regions.
The ideal Buyer will be a CPA with strong experience and ability in the services provided by the practice. The Buyer will be an LPA or have ability to handle the LPA work (reviews) of the practice which is tied into other revenues within the practice. The Buyer will have experience managing and growing a team of professionals. Strong relationship-building skills and a personable style are a must as the clientele are often high-net worth clients who are familiar with this type of relationship. Strong general business knowledge is also required. The strong roots combined with equally strong growth opportunities will perfectly suit an entrepreneurial and growth-minded Buyer. The right-fit Buyer will see this practice as an excellent opportunity to build their future.
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