This is a well-established CPA firm with a focus on tax, tax planning, estates and trusts. Clients are extremely loyal and enjoy exceptional service. These are highly sophisticated professionals, retirees and small business owners. Great staff are in place. Estate work is fairly consistent and very lucrative, seller is willing to consult with buyer in this area if needed. Owner hours are very low and make for a great lifestyle in this amazing community.
The ideal buyer for this firm should have good tax and tax planning experience. Some knowledge of estates and trusts would be helpful (owner is willing to assist in this area). Buyer will want to be committed to high touch, quality service. Being a part of this vibrant community will be important. Clients depend on a high level of expertise. Someone looking to have a great quality of life could thrive in this practice.