About This Practice
This is an exceptional opportunity to acquire a specialized CPA firm focusing on personal and business tax services, along with bookkeeping. With a remarkable track record, this firm boasts a highly loyal client base, with an impressive 60% of clients remaining with the firm for over 16 years.
The cash flow to owner exceeds 60%! Keeping owner hours at a manageable 1,400 per year ensures a healthy work-life balance. Operating with a hybrid model, the firm seamlessly integrates remote and onsite staff, catering to clients who prefer both virtual and face-to-face services.
This business is an ideal investment for buyers in search of high-quality clients, a dedicated support team, and a strategic prime location. While the current owner intentionally chose not to expand, there is tremendous potential for growth under new ownership.
Firm Highlights include:
- Consistent cash flow exceeding 60%
- Fantastic and loyal clients
- Low owner hours-1,400 per year!
The ideal buyer will have a friendly demeanor, confidence, and a background in tax management and leading hybrid teams. A strong commitment to integrity and prioritizing client relationships will greatly benefit the new owner. Personability, trustworthiness, and responsiveness are crucial, especially since the current owner handles more client interactions than staff. The buyer should appreciate the loyalty of the existing client base and actively work to maintain those valuable relationships. A local buyer is preferred.
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