Gross Revenue: $350,000
Location: NorthEast, New Jersey
Industry: Accounting, Tax Preparation, Bookkeeping and Payroll Services
Listing ID: US-2060
Listing Status: New
OVERVIEW - ABA Advisors represents this virtual audit firm that specializes in broker-dealer audits. The firm is operated virtually by the owner. ANY POTENTIAL BUYERS SHOULD HAVE (BD) BROKER-DEALER AUDIT EXPERIENCE plus already be PCAOB REGISTERED. The owner is available to assist in transition to help ensure client retention.
THE PRACTICE - The firm does 45 broker-dealer audits and 1 VEBA Pension Plan. All clients are serviced remotely from the owner's home office. The owner does have some travel. Clients are located in NY, NJ, CA, SC, MA, TX, FL, VA, CT and 2 are overseas. There is no staff and no office space to assume. Business ID: US-2060
Reason For Sale: Seller is of retirement age.
Training & Support: Seller is willing to provide transitional assistance to the buyer to assist client retention.
