This is an excellent CPA practice with very low attrition and exceptional client engagement. The firm works with small businesses on the threshold in their development to move from Sole Proprietorship/Disregarded Entity to S-Corp in order to maximize tax efficiency at a minimum of administrative effort. Firm has moved to value billing and this is creating great cash flow and engaged clients. NO Audits or Reviews! Staff is exceptional, they are self-managed and are well liked by clients.
The ideal buyer will want to educate and collaborate with clients. Buyer will need to have robust experience to guide clients and to do the best possible job on their tax planning and preparation. Buyer will need to be strategic, outside the box thinker as they assist business owners in planning their growth strategies. The buyer will need to have an outgoing personality and be able to connect with a variety of clients.