This is a reputable and creative advisory firm, providing guidance to the owner-managed, closely held businesses, and individuals who can benefit from strategic planning and goal-setting. Business services include consulting,tax preparation,QuickBooks training, payroll, bookkeeping, accounting, and small business management solutions. Fees are very, very good. Clients are highly educated and have high income. Firm is committed to excellence and client success. They like to watch their clients grow and succeed. New business comes from referrals from other professionals and very little marketing is done.
Buyer will need to have very good tax and tax planning experience. Buyer will also need to have management experience, the ability to manage lots of priorities and be technologically capable. This is a high communication practice, both internally and externally. Someone with energy and motivation could really grow this firm.