About This Practice
For over a decade, this premier CPA firm has built an outstanding reputation for its responsiveness, loyal and skilled staff, and high-quality services. Recognized as one of the top CPA firms in the area, this firm offers an exceptional opportunity for a buyer to acquire a thriving business with a solid foundation and excellent growth opportunities. This firm specializes in construction but also serves clients in real estate, medical, and dental professions. Revenue has seen approximately 8% growth annually over the last two years. Consistent cash flow to the owner exceeds 60%!
This firm has a focus on business and individual tax. Individual tax returns average over $750 in billings. Fees are increased at least 5% every year. Currently, no formal marketing has been done. The majority of new clients come from referrals from current clients or community professionals such as attorneys and financial advisors. A business savvy buyer could expand this consistent growth with intentional marketing efforts. Clients could also really benefit from additional services including bookkeeping and advisory which would further increase revenue.
Firm Highlights:
- Cash flow to owner over 60%
- Loyal, skilled staff
- Year over year growth
- High personal tax return fees- $750 average
Ideal Buyer:
The ideal buyer would be highly personable and outgoing with a desire to be active in the community. The current client base loves that the owner will take the time to genuinely talk to them to find their true financial needs and then create a plan to help them achieve their goals. The buyer should recognize the value of the team and would do well to retain these employees. This would be a wonderful second location or great way to get started in your own firm.
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