About This Practice
Well-established two partner firm offering Audit, Review, Compilation and Tax Services to a wide variety of clients. 60% of revenues are from individual and business tax preparation and tax planning. This firm is committed to quality and serves high net worth clients. The managing partner wants to exit while the tax partner would like to continue in the firm as an employee for many years to come. This person is highly productive, and technical with an operational / workflow focus. This person is extremely competent in tax, well-liked by clients, and a hard worker who would be happy to stay on as a valuable member of the staff. Overall, this firm has an exceptionally competent and self-sufficient staff in place. Owner income is high! The firm also has a satellite office in a Northern Charlotte Suburb. An entrepreneurial buyer could really grow this firm. There is an opportunity to add new clients and add additional services for existing clients. Many existing clients would be good candidates for advisory services.
The ideal buyer should have good public accounting experience and experience managing quality staff. The ideal buyer would be a generalist with a great personality. Remaining partner is an excellent and technical accountant. Someone who would like to be the face of the firm would make for a great combination. The second location near Charlotte creates the opportunity to grow two markets. A buyer who is good at business development would thrive with the existing staff and market opportunities.
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