About This Practice
This two-partner tax practice is well known for consistently producing excellent work in a timely manner. The practice has a client-centric strategy that makes each client feel important. The majority of the firm’s growth comes from happy clients and community referrals. There is currently capacity to take on new clients. Cash flow to owner is superb at over 60%!
The firm has created a cooperative work environment where the dedicated employees can work together to ensure all client needs are met and retention is solid. This firm has made a name for itself by providing outstanding estate tax services and for their dedication to prompt, courteous client communications!
New clients are calling this firm daily. The current owners have been selective in taking new clients due to capacity constraints and a desire to maintain current owner hours. The current firm owners are able to take extended vacations in the off season. This time could be used to grow the existing client base.
Highlights:
- Cash flow to owner over 60%
- Consistent revenue growth
- Dedicated staff with a loyal client base
Ideal Buyer:
The ideal buyer will be able to take over the role of two full-time partners and will value the solid foundation the company has developed over the course of its thirty years of community involvement. The buyer should be familiar with a hands-on approach and should value the trust and loyalty of the clientele. A new buyer should be ready to participate actively with clients.
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