*if submitting your information please send as much information about yourself as possible (experience, plan to run the company, funding the deal, etc). This message goes straight to the seller to review potential buyers*

- The firm does tax returns for about 200 high net worth families in the region with high invoices. We also have one very large family business (not related to seller) that we do monthly accounting for (roughly $35,000/month) and tax returns for. The buyer must be fluent in complex trusts, estates, and partnership returns for this client.

- The attached MS Excel doc shows the entire year of 2024 revenues invoiced/paid. 2025 will end with very similar for invoice/paid numbers. The MS Excel doc has a few lines highlighted in yellow - those are from the large client. The firm has a very high profit margin (80% in 2024) due to the one large client being so deeply tied to the office. 2025 profit margins have been down near 50% due to large amount of personal travel and hiring. With travel cut out, it would be nearly 60%.

- The one large client is a family and their family business. Their monthly bookkeeping and tax returns represent roughly 60% of annual revenues.

- This firm will not work as a remote/virtual setup. The buyer should plan to work full time or part time in the current office because the one large client is next door and frequently visits for updates.

- There is one full time employee at $125,000/year plus 1/3 of tax return profits. This employee is a talented CPA who is basically running the entire firm at this point. This employee could use support with admin work, invoicing, CPE, brain storming, tax returns that are smaller, etc. Also, could use support during tax season.

- This would be a perfect fit for someone with many years of high level experience looking to add on to their firm. This would absolutely not be a good fit for someone who does not have experience with situations that are common with Ultra High Net Worth families (such as complex trusts and estates). Because the one large client brings in such a high amount of revenue, outside of tax season is extremely quiet.

- Current owner bought this firm 1 year ago from the founder of the CPA firm. The current seller is out of state and cannot be in office enough to properly service clients. The original owner and current owner have a contractual advisory agreement for another 16 months that will be assigned to the new buyer for unlimited consulting.