About This Practice
This practice is very well positioned in the market to provide high-level client service that for SME’s has historically come from the big 4 or regional firms. This is an Upscale CPA firm for sale with clients ranging in size from $2M-$45M in revenue, as well as many high net-worth individuals. The firm has a very collaborative and professional work culture. There are exceptionally good, experienced staff in this firm…many have been here for a long time. It currently has a heavy tax focus so there is significant growth potential in non-tax services. The practice has experienced double-digit growth, and there is tremendous room for growth for a strategic buyer who can offer additional services. The office is paperless, and is in a great location. The practice currently does no audit work.
This would be a great opportunity for a buyer who could provide other services to this sought-after client base. There are many clients who might be receptive to consulting, international tax, financial services, audit and other work. A buyer that also has a history of excellent client service, a collaborative leadership-style, and great team-building skills would be an excellent match. The practice has been built on a very solid foundation with good people and needs a purchaser who is capable of taking it to the next level. This practice would also make a great entry into this metropolitan area.
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