-Cash flow exceeding 60% from a loyal, referral-driven client base
-Consistent revenue growth with current capacity to onboard additional clients
-Dedicated team operating within a cooperative, client-centric environment
-Established reputation for estate tax services and prompt, responsive client communication

ABOUT THIS PRACTICE:
Established for over three decades, this two-partner tax practice has built a strong reputation for consistent, high-quality work delivered in a timely manner. The majority of growth has come through client referrals and community relationships, reflecting deep trust and long-standing loyalty. The current owners have been selective in accepting new clients, leaving meaningful capacity available for a growth-oriented buyer.
The practice operates with a collaborative team focused on meeting client needs and maintaining strong retention. Both partners are transitioning to retirement and are motivated to find the right buyer to carry the practice forward.

IDEAL BUYER:
The ideal buyer is prepared to assume the responsibilities of two full-time partners and values the trust and loyalty the practice has built over decades of community involvement. A hands-on, relationship-driven approach is essential, as is a willingness to engage actively with clients. Familiarity with estate tax work would be a meaningful advantage.