This is a very well-established full-service CPA firm. Client engagements include compilations, some audits and reviews, corporate and personal tax, some personal US tax, tax advisory, and some estate work. The loyal client base has been consciously developed into a very desirable overall portfolio. Staff are highly capable and committed with many having long tenure with the firm. The location is very desirable, with options to maintain existing location or relocate. The firm has earned a valuable reputation, in part due to their genuine client care, along with an exceptionally high standard of client service and results.
This firm has an exceptional client base with a desirable industry mix including investco/holdco, real estate, services, professional, sales, manufacturing, distribution, healthcare, consulting, etc.
Overall staff roster is very experienced and long-standing. Employees are highly capable, able to independently manage their tasks, responsibilities, and build proven relationships with clients. Well defined processes allow employees to focus on performance and achieve results. The team is a very valuable component of the firm; a buyer looking for strength in a team will definitely want to consider this opportunity.
Location is ideal being surrounded by one of Canada’s most industry-diverse economic markets, and livable regions.
The ideal buyer will be a CPA or a CPA firm with sound public accounting experience along with strong tax knowledge and general business knowledge. A Public Accounting License (PAL) would be desirable for a buyer wanting to expand the audit/review component; however the existing assurance work could be readily outsourced by a non-LPA buyer. The buyer will value the client portfolio and will be able to continue to provide the high level and personable service that the clients are accustomed to. Equally, the buyer will have an appreciation of the staff who contribute to the firm’s success. This is an excellent opportunity for a buyer looking for a sizable established client base, an excellent team, and the option of a desirable location. Excellent opportunity exists for a buyer wanting to take this firm to the next level.