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- RE: Metro Area CPA Firm Selling Exclusive Client Book. 55079
- Contact: Sunbelt Business Advisors
Quick Facts
| Asking Price: | $300,000 | |
| Annual Revenue: | $248,600 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | Not Disclosed | |
| Total Debt: | Not Disclosed | |
| FF&E: | Not Disclosed | |
| Real Estate: | Not Disclosed | |
| Year Established: | Not Disclosed | |
| Employees: | 1 | |
| BBN Listing #: | SB-55079 | |
| Broker Reference #: | MINNEMN003-55079 |
Business Overview:
In 2023, the firm generated $248,600 in revenue from a range of services; 20 individual tax returns accounted for $130K of revenue (52%), 12 C Corps, S Corps, Partnership and Gift returns earned of $54K of revenue (21%). Monthly accounting services revenue totaled $64K of revenue (27%). We are seeking a Buyer that can deliver a similarly high level of service the clients are accustomed to. The Seller has prepared detailed schedules to track and organize tax and financial matters and are willing to assist with the transition as needed. They would prefer to hand off the bulk of the work after the 10/15/24 deadline. The ideal buyer is a seasoned CPA with 10 or more years of experience working on highly complex 1040, business and trust tax returns or a CPA firm looking to scale their business and increase their client base. Sunbelt Listing ID: 55079
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Additional Details:
- The property is owned.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity
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