Opportunity: A highly respected CPA practice owner is seeking a seamless transition of their thriving firm to a successor.

This presents an exceptional opportunity for a qualified professional to acquire a well-established client base and continue a legacy of success.

Practice Overview:
• Location: Strategically situated in southeast McHenry County, Illinois.
• Services: Comprehensive tax preparation, bookkeeping, and payroll services.
• Reputation: Known for exceptional responsiveness, deep client relationships, and a highly knowledgeable staff.
• Growth Potential: Positioned for continued success and significant growth.

Key Financial Highlights:
• 2024 Revenue: $635,000
• 2023 Revenue: $580,000
• 2024 Cash Flow to Owner: $281,000

Client & Service Breakdown:
• Tax Preparation: 71% of revenue, serving approximately 1,100 loyal clients.
• Bookkeeping & Payroll: 26% of revenue, serving approximately 40 clients.
• Miscellaneous Services: 3% of revenue.

Operational Details:
• Staff:
• Owner (1): Committed to supporting a smooth transition through the first tax season, with potential for extended assistance.
• Full-time Staff: 3 dedicated professionals.
• Software: Ultra-Tax
• Office Space: Modern 1,000 sq. ft. business condominium, available for lease or purchase directly from the seller.