FLORIDA

This rapidly growing firm, located in a beautiful area, provides tax and accounting services to both businesses and individuals. With annual revenue growth consistently around 40% and regular client fee increases, the practice has established a strong reputation for exceeding client expectations.

Specializing in comprehensive tax and accounting solutions, the firm is known for its proactive approach and responsiveness to client needs. Its success is driven by a dedicated team of over 7 knowledgeable and efficient staff members, who thrive in the company’s relaxed and open culture. Money has been put back into the business for continued growth and expansion of staff to handle the influx of new work. Many of the current clients desire additional services including year-end compliance services, CFO and advisory services.

Firm Highlights:

-Annual revenue growth: 40% and regular client fee increases
-More than 5 independent staff, with one location mostly running itself
-Very minimal competition in the area and lots of room for growth with an entrepreneurial buyer.
-Healthy fees averaging around $930 for business tax and over $600 for personal tax

Ideal Buyer:
The current owner divides their time between both offices, and it would be ideal for a new buyer to maintain both locations. One office operates independently, thanks to its exceptional staff. The buyer should have at least seven years of experience in the accounting field and be committed to retaining the staff while helping businesses achieve their goals. The owner primarily focuses on business development and team management. This is an excellent opportunity for a sole proprietor or an expanding CPA firm looking to grow its presence. A CPA license is not required but is preferred.