Gross Revenue: $1,500,000
Location: SouthWest, Montana
Industry: Accounting, Tax Preparation, Bookkeeping and Payroll Services
Listing ID: MT-2105
Listing Status: New
Overview
ABA Advisors represents this accounting firm in western Montana. The firm has a mix of individual and
business clients, providing services to over 400 businesses in the western Montana area.
The Practice
Founded over 40 years ago, this firm has an excellent history, a stable, professional staff that is expected to continue with the buyer and a solid mix of individual and business clients. The firm is paperless, and engagement letters are used for all tax clients. This is a turnkey opportunity for the right buyer seeking a firm this size in the western Montana market. The seller requires the buyer to be a CPA or EA.
Business ID# MT-2105
Terms and Conditions?:
Reason For Sale: Sellers are both of retirement age.
Training & Support: Sellers are both willing to provide transitional assistance to the buyer to assist
with client retention for 12 to 18 months. Staff are not aware of the sale but
would likely transition to the new owner.