This is a well-established CPA firm. The practice initially began as a partnership and has been operating as a sole proprietor since 1992. Great location, well landscaped and plenty of parking for staff and clients. Office atmosphere is casual with exceptional staff. Off season hours are low and allow for great flexibility. About 80% of revenues come from tax and tax planning. Fees are above average and clients are willing to pay for quality work and good service.
Buyer should have good public accounting experience with a focus on tax and tax planning. They should have a commitment to high levels of customer service and producing quality work. Experience managing a staff will be helpful. A successful buyer will want to work hard and want to grow the loyal client base. A focus on technology could improve processes and create some efficiencies.