$850,000 – Milwaukee, WI area – CPA Firm For Sale

*** THIS LISTING IS CURRENTLY SALE PENDING *** OVERVIEW - ABA Advisors represents this CPA firm located in the Milwaukee, WI area. The owner wishes to retire but is willing to provide transitional assistance to the buyer to ensure a good handoff of the firms' clients. THE PRACTICE - Founded over 30 years ago, this firm has an excellent history, strong average fees, and represents a rare opportunity for the right buyer. The firms' last peer review was completed in 2021 with no qualifications, as have all previous peer reviews as well. The firm is made up of small and medium sized businesses, high income individuals and Trusts. The firm has staff that are expected to continue with the buyer. The firm is very profitable with more than 60% net available to the buyer. Approximately 60% of the firms' annual revenue occurs in the first 6 calendar months of the year while the remaining 40% occurs in the last 6 months. Business ID: WI-2067

Reason For Sale:

Partners wish to retire.

Training & Support:

Sellers' are willing to provide transitional assistance to the buyer to assist client retention and will consider working part-time if desired by the buyer. Staff are aware of the sale and would likely transition to the new owner.