Tax & Estate Planning Book of Business for Sale near Calgary!
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-Cash flow exceeding 55% from a loyal, long-standing client base
-No audit work required
-Diverse service mix including bookkeeping, compilations, business and personal tax, and estate planning
-Clients concentrated in specialized industries with deep, relationship-driven loyalty to the seller
ABOUT THIS PRACTICE:
This well-established book of business serves a loyal client base across a variety of industries, with concentrations in specialized areas that require technical depth in estate matters and agricultural tax. Clients are devoted to the quality of work and knowledge of the current owner, creating strong retention and consistent, recurring revenue.
The service mix is broad and does not include audit work, making this an accessible opportunity for a buyer with strong tax and advisory capabilities.
IDEAL BUYER:
The ideal buyer is a CPA with at least five years of experience who is attentive, client-focused, and committed to building sincere, long-term client relationships. Experience with estate planning and agricultural tax work is strongly advised to preserve the specialized client relationships that define this practice.
-No audit work required
-Diverse service mix including bookkeeping, compilations, business and personal tax, and estate planning
-Clients concentrated in specialized industries with deep, relationship-driven loyalty to the seller
ABOUT THIS PRACTICE:
This well-established book of business serves a loyal client base across a variety of industries, with concentrations in specialized areas that require technical depth in estate matters and agricultural tax. Clients are devoted to the quality of work and knowledge of the current owner, creating strong retention and consistent, recurring revenue.
The service mix is broad and does not include audit work, making this an accessible opportunity for a buyer with strong tax and advisory capabilities.
IDEAL BUYER:
The ideal buyer is a CPA with at least five years of experience who is attentive, client-focused, and committed to building sincere, long-term client relationships. Experience with estate planning and agricultural tax work is strongly advised to preserve the specialized client relationships that define this practice.
Listing Info
- ID
- 2351142
- Listing Views
- 1011
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.
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