*** THIS LISTING IS SOLD. ***
ABA Advisors represents this CPA firm located in Naples, FL. The owner is willing to continue working for the buyer for several years on a part-time basis to assist in client retention. The buyer of this firm must be a CPA.
The Firm
The firm has many high-net-worth individuals, small business clients and trusts. The average fees are solid for a firm of this size and there is a staff person who is expected to continue working for the buyer. There is no industry niche. No client makes up 5% or more of the firms’ total annual revenue. The firm uses engagement letters with all clients.
Business ID# FL-2127
#5257 - Naples - FLORIDA
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5257 | FL | Naples | $600,000 | sold | ABA Advisors, LLC |
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