-Cash flow to owner exceeding 50%, with owner hours at less than 1,000 annually
-Loyal, multi-generation client base built over many years, with no single client exceeding 5% of revenue
-Client-facing team capable of handling the majority of engagement work independently
-Practice could operate fully virtually, offering flexibility for a remote or hybrid buyer

ABOUT THIS PRACTICE:
This hybrid full-service CPA practice has served a loyal, multi-generation client base for many years, offering compilation and corporate tax, personal tax, US tax returns for Canadian residents, trust returns, and bookkeeping and controllership services. Revenue has held steady at approximately $475,000 to $500,000 annually with cash flow to owner consistently exceeding 50% and owner hours of less than 1,000 per year. The team handles the majority of client-facing work, and the current owner has intentionally kept the practice at its present size rather than adding staff, leaving clear room for a buyer interested in growth. The office space is larger than currently needed and could be downsized or transitioned to a fully virtual model.

IDEAL BUYER:
The ideal buyer is a CPA with strong tax planning expertise, or genuine interest in developing it, who can build on an existing client base already generating requests for tax strategy and reorganization work. Experience with Canadian corporate and personal tax compliance is essential. A buyer located in or willing to work within the region is preferred, though clients rarely visit the office in person, offering flexibility for a buyer managing the practice partially or fully offsite.