Gross Revenue: $560,000
Location: MidWest, Wisconsin
Industry: Accounting, Tax Preparation, Bookkeeping and Payroll Services
Listing ID: WI-2071
Listing Status: New
Overview - The owner is a CPA and wishes to retire but is willing to provide transitional assistance to the buyer to ensure a good handoff of the firms' clients, as well as work for the buyer if needed. This firm has a good local reputation, strong average fees, and represents a rare opportunity for the right buyer.
The Firm - The average 1040 is $1,005 and the avg. Corporate is $812. Clients consist of closely held businesses where the firm does tax work for the business and their owners. The firms' growth has been all referral and location based. The firm is paperless with front end scan for 1040s. Software: UltraTax, Xero, QBO, QBD. Staff are not aware of the sale but are expected to continue with the buyer. Business ID: WI-2071
Reason For Sale: Seller is of retirement age.
Training & Support: Seller is willing to provide transitional assistance to the buyer to assist client retention and is open to working for the buyer as needed. Staff are not aware of the sale, most would likely transition to the new owner.
