About This Practice
This is a well-established CPA, CA firm and has experienced consistent growth. Practice is comprised of a well balanced selection of business corporations and many high net worth individuals with investment corporations as well. Approximately 70% of the revenue comes from accounting and bookkeeping. Owner enjoys very good cash flow throughout the year. The staff (who are friendly and work well together) produce quality work and clients enjoy excellent customer service.
Ideal Buyer
The Buyer for this firm should have good public accounting experience as well as being capable of managing a small staff. Good tax planning knowledge and experience with high net worth individuals would be beneficial.
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