Established CPA Firm Serving Chicagoland / NW IN

NOT DISCLOSED, Indiana

Asking Price $1,500,000 Year Established
Annual Revenue $1,709,595 Reason for Selling Retirement  
Annual P/L $0 Attention Larry Sanderman
Annual Cash Flow $403,572 Listing Number 1020333  
# of Employees Business Category Services: Financial, Accounting, Insurance

Business Overview:

The Company is a well-established certified public accounting firm serving small and mid-sized businesses (60% of clients), individuals (30%) and estates and trusts (10%) across the Greater Chicagoland area. Services include tax preparation and planning (35% of revenue), monthly bookkeeping (22%), year-end work and compiled financial statements (20%), payroll processing (15%) and consulting, including estate planning (8%), for clients in diversified industries. The office space is leased.

Property Features and Assets:

Market Competition and Expansion:

<p>Add professional staff to grow the client base beyond the shareholders' personal capacity. Add audit and review services. Expand attorney referral channels in estate and trust work and introduce structured marketing.<br></p>

Additional Details:

  • The property is Leased.
  • The owner is willing to train/assist the new owner.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

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