$800,000 West Palm Beach, FL Tax and Accounting Firm

Gross Revenue: $800,000

Location: SouthEast, Florida

Industry: Accounting, Tax Preparation, Bookkeeping and Payroll Services

Listing ID: FL-2053

Listing Status: New

Description

OVERVIEW - ABA Advisors represents this tax, accounting, payroll & consulting practice located in West Palm Beach, FL. There are three Partners of retirement age wishing to retire. The seller / partners would be available to assist in the transfer of clients.

THE PRACTICE - Founded 40 years ago, the current client base largely consists of closely held business, physicians, individuals and trusts. 47% of clients drop off their information at the firm’s office while 53% email or mail their information. The firm is paperless using DocuWare as their system. The firm does have several physician practices as clients. No one client is more than 10% of annual revenue. Clients are generally located in Palm Beach County. The firm does use engagement letters. The last peer review was 2022. Potential buyers for this firm should be a CPA. The sellers believe a presence in Palm Beach County would be most beneficial to the new owner. The seller would be available to assist in the transfer of clients. Business ID: FL-2053

NEXT STEP - If you would like to receive more detailed information on this listing (client mix, average fees, and firm history), click the red button on this page and fill out the ONLINE NDA, to receive the full Sales Memorandum on the listing.

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CONTACT PERSON

Chuck Hayes

Chuck Hayes