Gross Revenue: $576,000
Location: SouthWest, Oregon
Industry: Accounting, Tax Preparation, Bookkeeping and Payroll Services
Listing ID: OR-2172
Listing Status: New
Overview - ABA Advisors represents this profitable tax, accounting & payroll practice located in central Oregon looking for a buyer. There are experienced staff who are expected to continue on with the new owner. This continuity should aid a smooth transition and client retention. The ideal buyer will be an EA (Enrolled Agent) or a LTC (Licensed Tax Consultant).
The Practice - Founded in 1994 this firm has a good history, strong average fees, and represents an opportunity for the right buyer to establish or expand their firm in southern Deschutes County, not far from Bend, OR. There are some 1040's that are out of state. The firm is partially paperless. 50% of clients drop off their returns, 20% of clients use mail / email / portal and 30% of client returns are processed while they wait. The firm uses Lacerte, QuickBooks, and Canopy software.
Business ID# OR-2172
Reason For Sale: Retirement - Other Opportunity
Training & Support: Seller is willing to provide transitional assistance to the buyer to assist client retention. Staff are not aware of the sale and is believed they would transition to the new owner. Seller(s) will sign a long term non-compete for the client list.
