Firm Highlights:
-Seller is open to seller financing
-Majority are business clients, with growing accounting and tax needs
-Consistent revenue growth and 70% cashflow to owner!
-Dedicated staff that all want to stay on with a new buyer
-The firm has great fees with average personal return is over $1,000 and business return is $2,100!

For almost 40 years, this personable CPA firm has experienced exceptional revenue growth and offers outstanding cash flow to owner, at 70%! The firm consistently produces excellent work in a timely manner with personal care. The owner takes the time to talk and explain a client’s financials. The practice has a client-centric strategy that makes each client feel important.

The firm has created a cooperative work environment where the dedicated employees can work together to ensure all client needs are met and retention is solid. This firm has made a name for itself by providing trusted financial accounting and tax services. They are known for their dedication to prompt, courteous client communications!

The majority of the firm’s growth comes from happy clients and community referrals. Known for its ethics, loyal client base, and dedicated staff, this firm continues to thrive in business accounting and tax prep and planning. This firm is primarily focused on business clients. 74% of the services include compilations (tax-basis only, no disclosures) and business tax returns.

Ideal Buyer:
CPA required with strong business accounting background. The ideal buyer would have at least 7-10 years of experience and be willing to initially serve as an owner-manager. Staff are experienced and productive but need CPA level guidance and individual project oversite. Communicating regularly with business clients regarding their financial and tax matters will enable the buyer to continue building long-lasting value-oriented client relationships. Serious consideration should be given to keeping the current office space and continuing to grow the firm in place. A growth-minded buyer will see the opportunity in this firm and will capitalize on the firm’s readiness. This is an ideal opportunity for several buyer structures including one-owner startup, expansion of an existing practice, or a growth-minded partnership.

For more information please visit:
https://poegroupadvisors.com/practice/ga3017/