About This Practice
This Accounting firm specializes in providing comprehensive payroll, bookkeeping, and tax services for individuals and small businesses. This is a turnkey practice! The firm has built a reputation for excellence and dependability with long term clients. What truly sets them apart is the incredible, long-term team that is committed to building strong relationships with clients. This staff exudes an exemplary level of competence and cohesiveness. The owner has spent their time working on the business, not in the business, allowing the team to take on more responsibility. Workflow is streamlined and efficient. A strong and rooted reputation has grown the practice over time and has allowed the owner to curate an ideal client portfolio and strong team. Each client enjoys the privilege of having a dedicated senior staff member readily available to address any inquiries or concerns. Long term clients with many in real estate and scallop industry. Very little face to face with clients. Many of the clients have been with the firm over 30 years. Clients and industry partners regularly provide compliments and referrals as a result of the practice’s personable and timely service, and high-quality work. Clients come from a range of industries including, real estate, service industry, and fishing industry. This practice is ideal for several Buyer scenarios including an individual or existing practice looking to expand immediately into their future by adding in great clients and a very valuable team, along with many growth opportunities ahead.
A buyer who recognizes the immense growth prospects will lead this firm to even greater success.
Owner hours are only 1,000!
Highlights:
- Cashflow to owner is 49% for 2023, expected to be roughly $722,750.
- Over 5 intelligent and independent employees
- Revenues are consistent and dependable
- This is a turnkey practice!
Ideal Buyer:
A seasoned individual or firm boasting 7-10 years of specialized tax expertise stands poised for remarkable success. With only 1000 owner hours, the business holds untapped potential, presenting a prospective buyer with the perfect chance to expand and diversify its service offerings. The Buyer will recognize the strength and independence of the staff and the ability this provides to the Buyer to focus their time where they choose. A people-focused Buyer will appreciate the value that the staff provide to the practice and will also understand the value of the strong client portfolio. A buyer with strong leadership skills and a good communicator will help grow the firm. Owner can be an EA or CPA. The ideal Buyer will be experienced in the overall management of a practice and team. Buyer interested in being apart of the community would excel here. With an established track record of success and a proven ability to build lasting client relationships, the growth potential is vast and perfect for a savvy buyer.
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