Gross Revenue: $600,000
Location: SouthEast, Florida
Industry: Accounting, Tax Preparation, Bookkeeping and Payroll Services
Listing ID: FL-2174
Listing Status: Available
Overview
ABA Advisors represents this CPA firm located in the Naples, FL area. There are two staff that are expected to continue with the firm. Additionally, the owner is willing to provide transitional assistance to assist with client retention.
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The Firm
The firm has shown slow, consistent growth the past several years. The clients consist of individual tax,
business tax, trusts, accounting, payroll and the firm provides compilations to over 100 clients. Average 1040 fees are over $500 and average business tax clients are just under $1,000. The majority of the clients are located in the Naples/Bonita Springs area. The buyer does not have to be a CPA or an EA but the clients are used to working with a CPA.
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FL-2174
Reason For Sale: Seller wishes to retire and relocate out of state.
Training & Support: Seller is willing to provide transitional assistance to the buyer to assist client retention and open to working onsite for up to 6 months following closing and remotely for up to 2 years. Staff are not aware of the sale but would likely transition to the new owner.
