Tax & Estate Planning Book of Business for Sale near Calgary!

Asking Price$550,000

Cash Flow
Not Disclosed

EBITDANot Disclosed

Gross Revenue$536,500

InventoryNot Disclosed

FF&ENot Disclosed

Real EstateNot Disclosed

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Tax & Estate Planning Book of Business for Sale near Calgary!


Asking Price$550,000

Cash Flow
Not Disclosed

EBITDANot Disclosed

Gross Revenue$536,500

InventoryNot Disclosed

FF&ENot Disclosed

Real EstateNot Disclosed

Business Description
This well-established book of business is now available! Although these clients come from a variety of industries, there are concentrations in contract labor, financial holdings, and agriculture. Requiring no audit work, the book of business offers a wide range of services, including business tax, personal tax and some estate planning. Clients are especially devoted to this firm because they value the seller’s extensive knowledge of estate matters and tax services pertaining to agriculture. This is a unique chance to purchase a very successful and loyal book of business, with an impressive cash flow to the owner of over 55%.

Highlights:
-Cash flow over 55%
-No audit work
-Consistent revenue from loyal clients

Ideal Buyer:
The ideal buyer will be attentive, client-focused, and dedicated to offering outstanding service. Someone who appreciates developing sincere relationships with clients and is committed to comprehending and fulfilling their specific demands would do well with these clients. They should have 5–10 years of experience after earning their CPA certification. To preserve the client relationships, experience with estate and agricultural tax work is strongly advised.

For more information please visit:
https://poegroupadvisors.com/practice/ab2035/
Listing Info
ID
2351142
Listing Views
477

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Business Listed by: Barbara Agerton Poe Group Advisors

Listing ID: 2351142 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.