Milwaukee Area Book of Business Clients
Business Description
A well-established CPA firm in the Milwaukee area is offering a partial book of business for sale. This book consists primarily of business tax clients (1120S, 1065, and 1120) and their related 1040s, providing steady recurring revenue and strong client loyalty.
The book generated approximately $120,745 in 2024 revenue from 87 total clients, with about two-thirds of the income derived from business returns and the remainder from individual returns tied to those business owners.
Business returns average over $1,500 per return, while 1040 returns average over $900 per return.
The client relationships are long-term and well-maintained, creating an excellent opportunity for a buyer to scale an existing practice or start a new firm with a strong foundation of business clients.
The seller is seeking to downsize while continuing to serve select clients and is committed to ensuring a smooth and supportive transition for the buyer.
Software: Lacerte, QuickBooks Online, QuickBooks Desktop
Ideal Buyer: CPA or EA in the Milwaukee area with 5+ years of experience, or a firm seeking to expand its business-return base.
Interested buyers should have $65,000 in available capital for the down payment.
Listing ID: 57736
The book generated approximately $120,745 in 2024 revenue from 87 total clients, with about two-thirds of the income derived from business returns and the remainder from individual returns tied to those business owners.
Business returns average over $1,500 per return, while 1040 returns average over $900 per return.
The client relationships are long-term and well-maintained, creating an excellent opportunity for a buyer to scale an existing practice or start a new firm with a strong foundation of business clients.
The seller is seeking to downsize while continuing to serve select clients and is committed to ensuring a smooth and supportive transition for the buyer.
Software: Lacerte, QuickBooks Online, QuickBooks Desktop
Ideal Buyer: CPA or EA in the Milwaukee area with 5+ years of experience, or a firm seeking to expand its business-return base.
Interested buyers should have $65,000 in available capital for the down payment.
Listing ID: 57736
About the Business
- Years in Operation
- 21
About the Sale
- Seller Motivation
- Divestiture
- Financing Options
- Down Payment of $65,000. Seller Financing.
Listing Info
- ID
- 2435370
- Listing Views
- 15
Listing ID: 2435370 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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