$1,000,000 (Rev) Central Connecticut Tax, Accounting & Investment Firm
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ABA Advisors represents this tax, accounting and investment advisory practice located in central Connecticut. The firm provides broad-based local accounting, tax, bookkeeping and investment advisory firm providing all services except audits. Most clients are in central Connecticut. There are some 1040 out-of-state clients. The firm uses some engagement letters. The firm is not paperless. There is no particular client niche or concentration. In terms of information delivery from clients, 75% either mail, email, or use a portal to deliver their info to the firm. The other 25% physically drop off their information at the physical office.
The owner is looking to sell their tax & accounting firm individually which is $790k in gross revenue, or as a package along with their investment advisory firm which is an additional $210k in management fees. The owner is not interested in selling the investment advisory firm by itself. The seller is willing to provide transitional assistance post-closing for continuity which will aid in a smooth transition and client retention.
Business ID# CT-2145
The owner is looking to sell their tax & accounting firm individually which is $790k in gross revenue, or as a package along with their investment advisory firm which is an additional $210k in management fees. The owner is not interested in selling the investment advisory firm by itself. The seller is willing to provide transitional assistance post-closing for continuity which will aid in a smooth transition and client retention.
Business ID# CT-2145
About the Sale
- Seller Motivation
- Retirement.
- Transition Support
- The seller is willing to provide transitional assistance post-closing for continuity which will aid in a smooth transition and client retention.
Listing Info
- ID
- 2511892
- Listing Views
- 15
Listing ID: 2511892 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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