Gross Revenue: $270,000
Location: MidWest, Wisconsin
Industry: Accounting, Tax Preparation, Bookkeeping and Payroll Services
Listing ID: WI-2089
Listing Status: New
ABA Advisors represents this tax & accounting practice located in Marinette County, Wisconsin (about one hour north of Green Bay). The owner is of retirement age and the PT staff are expected to continue with the new owner. This continuity should aid a smooth transition and client retention.
Founded 30 years ago, this firm provides mostly simple tax returns for individuals and many small businesses in the county, where the firm also does their accounting and bookkeeping. The staff are not aware of the sale. The firm offers investment / financial services to their individual and business clients, and the owner is retaining that portion of the business.
The ideal buyer would be a CPA who is already in or wants to move to the area, that is interested in adding this book of business to his or her existing firm. A regional accounting firm who is looking to grow through acquisition and wants to add a satellite office would also be interested in this very profitable book of business.
Reason For Sale: The reason for the sale if because owner is of retirement age.
Training & Support: The staff are not aware of the sale but are expected to continue with the buyer. This continuity should aid a smooth transition and client retention.
