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  • RE:  Accounting Firm N973
  • Contact:  Ed Krajcir

Quick Facts

Asking Price: $400,000
Annual Revenue: $480,257
Net Profit: Not Disclosed
Cash Flow: $235,707
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: $350,000
Year Established: Not Disclosed
Employees: Not Disclosed
BBN Listing #: SB-54515
Broker Reference #: BROOKWI001-54515

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Business Overview:

Turn-key practice with knowledgeable staff in place Desirable mix of services Independently ownedYear-round cash flow Excellent opportunity for a CPA to own their own firmThis accounting and tax practice has been serving business owners and individuals throughout southeastern Wisconsin for more than 15 years. The firm has multiple revenue streams including comprehensive tax and accounting services, accounting, and bookkeeping. Most of the business is repeat business with existing clients. The firm does very little advertising. There are no client concentration issues.The ideal buyer is a CPA with 5+ years of experience or another tax or wealth advisor firm looking to scale their business and increase their client base.Seller is not interested in entertaining a lease; the real estate is to be purchased with the business. Seller is willing to negotiate a reasonable transition period.Ed Krajcir serves as the Managing Partner at Sunbelt Business Advisors of Wisconsin, with oversight of this listing facilitated by his M&A Advisor, Bob Wood.

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Property Features and Assets:

For Sale

Reason for Selling:

Retirement

Additional Details:

  • The property is Leased.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Relevant Links:

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