About This Practice
Founded in the mid-1980s, this CPA practice has built a devoted clientele and a reliable reputation. The company is loved for its welcoming, family-like environment, which makes both clients and staff feel important and respected. Numerous clients have remained with the firm for more than 20 years, solidifying this firm’s reputation and commitment to excellence. High-quality tax and tax planning services for clients in a variety of industries account for more than 60% of the firm’s mix.
With a staff of extremely talented and driven individuals, the company takes great satisfaction in producing outstanding results. Thanks to their competitive pay, extensive benefits, and strong 401(k) plan, employees are well-compensated, which boosts morale and retention. Because of the collaborative environment inside the firm, jobs may be tackled with flexibility, which promotes employee happiness and operational efficiency.
Year-over-year revenue growth and a cash flow to the owner exceeding 40% make this firm an attractive opportunity for buyers looking to acquire a well-established business with a consistent track record of financial success.
Highlights:
- Cash flow to owner over 40%
- Talented and tenured staff
- Steady revenue growth
Ideal Buyer:
A CPA with the ability to manage a sizable clientele and a strong dedication to completing high-quality work on schedule would be the ideal buyer for this firm. Demonstrated expertise leading a small team is essential, since staff management and leadership are critical to maintaining efficient operations and cultivating a happy, cooperative work atmosphere.
This is a fantastic chance for someone who wants to launch their own business or for an established company wishing to grow by opening a new location. This acquisition presents a significant opportunity to broaden the clientele and improve service offerings for an expanding CPA business.
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