*Purchase price approved by lender*

-Cashflow to owner consistently over 40%
-Remote capability
-All work papers scanned, pdfs
-Consistent revenue growth
-Recent billing rate increase of 10%

This is a traditional firm with remote capabilities that has established a solid base for growth, as seen by a recent 10% billing rate increase that highlights its impressive revenue trend. Cashflow to owner is over 40%! This firm currently scans all workpapers, saves tax returns as pdfs, and has the capability to work remote.

The team members are loyal and dedicated to providing the utmost quality service to their clients. The current owner has an open management style where staff are comfortable asking questions or for help but are not micromanaged day to day.

At present, this firm is turning away potential work in order to stay focused on current clients. There is plenty of potential to grow this practice with excess capacity.


Ideal Buyer:
The ideal buyer should be a licensed CPA with at least 10 years of experience in public accounting, bringing both technical expertise and strong interpersonal skills to the table. The buyer will be adept at maintaining the high-level personal relationships that our clients value, ensuring they feel understood and supported. The right buyer will strive to be a trusted resource for clients, consistently demonstrating professionalism and honesty. Technically strong with great attention to detail.

For more information please visit:
https://poegroupadvisors.com/practice/sc2035/