Accounting & Tax Practice

This rapidly growing practice generates 73% of revenue at its main location in Northeast Indianapolis and 23% from a satellite office in northern Indiana. The firm has strong relationships with financial advisors who provide many solid referrals each year. Seller’s Discretionary Earnings are expected to be ~$535,000 in 2025. The firm does not provide audit, review, or compilation services. The firm has attractive office space available for separate purchase or lease. This would be an ideal firm for a CPA who would like to strike out on their own, or this practice could be a great addition to an existing firm looking to expand.

There is a satellite office is approximately 1 hour and 45-minute drive from main office and many returns are prepared at the main Indianapolis office for the satellite office. The Seller is at the satellite office only 10-15 days a year and this office could be virtualized over time.

The Seller is willing to assist in transitioning the clients and staff to a new owner and is open to staying on in a reduced role up to 30 hours per week. This is a perfect opportunity to acquire a growing practice in a great location.