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SOUTH CAROLINA
Ref Location Annual Gross $ Status Private sale/Name of broker
2692 Spartanburg - SC2013 $120,000 New Poe Group Advisors

Well-established tax preparation firm specializing in personal returns. The firm relies on their tenured preparers during their heavy tax season, which has led to an excellent client retention rate in 2018. The clients are hospitable, caring and empathetic, which one can expect from a small southern city. Owner hours are extremely low and the owner has faith in part-time manager.

The ideal buyer will have a servant leadership mentality and be heavily involved with clients. A buyer who is more actively involved with the practice could see extensive growth within a short period of time. A successful buyer will be detail-oriented, organized and enthusiastic about a growing practice. A commitment to service and responsiveness will be very important. This firm is perfect for a highly personable accountant that is approachable to clients and staff.

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