SOLD The right leader could make this a fully virtual firm. 90% of clients already use the firm portal and very few clients meet in person. The firm has abundant space for growth in an attractive location with a lease through 2027.
The revenue mix is well balanced with about 50% of the revenue from recurring monthly work and the other 50% from tax preparation services. This practice is technologically advanced and has been intelligently grown to focus on bookkeeping and consulting services. Average fees are strong, and there is low concentration risk as no single client represents over 5% of Revenue.
The firm is thriving and is on track to return Seller’s Discretionary Income of $600,000 in 2024. The firm is well-staffed and ready for a new owner to lead the practice into the next chapter of growth. The Practice revenues have steadily increased each year. The firm has a focus on the local community and a very friendly and approachable staff. The owner has grown the firm for 18 years and is eager to assist in smoothly transitioning the clients and staff to a new owner.
