CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
3510CACloud Firm$250,000soldPoe Group Advisors

This is a rare opportunity to find a firm with a combination of quality clients, superior processes, high-quality work, balanced owner hours, and high profit. This unique firm provides professional, outsourced bookkeeping and accounting solutions to small business. Owner has great relationships with a small number of selective clients that are entrepreneurial and growing Southern California companies. Owner has developed excellent reputation and clients are familiar with a high level of responsiveness and quality work. This firm has doubled revenue each year and cash to owner is 75%! Low owner hours and efficient systems will allow the buyer to maintain a favorable work/life balance

This firm has massive growth opportunities! All current clients are asking for additional accounting services. There is a huge potential for adding tax planning and tax preparation services. Buyer could add an employee to handle operational work and easily expand. Very little marketing has been done. Several clients are on tiered fee schedules based on their growth, allowing revenue to increase as the buyer grows alongside the clients. Clients are used to rate increases as business becomes more complex and extensive.

Ideal buyer
Buyer needs to be able to relate well to entrepreneurial clients, and serve them in a virtual environment. They want service that goes beyond traditional compliance work. They want an accountant who can help them grow their companies…and some clients are on tiered fee schedules based on their growth.