Business Overview:
Small business tax & advisory firm serving 1st, 2nd and 3rd generation clients from the firms original founding in Bronx NY - 1963.
The firm expanded to South Florida in 1997 where it continues to serve the local community.
Owner is looking to sell or merge the practice and remain fully active for 2 years minimum.
Lacerte for Tax, QuickBooks, Goldmine CRM.
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Reason for Selling:
Semi-retirement
Additional Details:
- The property is leased.
- The owner is willing to train/assist the new owner.
- This is not a homebased business opportunity.
- This is not a franchise resale opportunity.
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