|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4064||CA||San Francisco||$1,177,009||new||Poe Group Advisors|
This high-quality firm has a great reputation within the community and is known for its exceptional staff. This is a full-service firm with some focus on Homeowners Associations and Non-Profits. The clientele base is very loyal and longstanding and have come to love and appreciate the good service and quality work. The staff is the biggest asset of this firm. The owner has invested in systems and software to make the day-to-day operation very efficient.
- Longstanding clients
- Highly competent staff
Low owner hours
The ideal buyer should have good public accounting experience with a very good command of tax law. Great interpersonal skills and the ability to demonstrate integrity in the quality of their work and communications with clients. This practice has been built on a very solid foundation. The ideal buyer would be someone who can take it to the next level. Experience managing a highly competent staff will be important.