#5343 - Wellington - FLORIDA

High-end practice in a prestigious location · Attractive mix of business and high net worth clients · Excellent profitability and growth trajectory · Loyal staff and clients ensuring continuity · Flexible transition support from owner 50% business tax and accounting, 44% high net-worth individuals and business owners, balance trusts, estates and consulting. Very competitive fees and value billing. Over 45% profit. Great staff with longevity, strong client relationships who do everything from bookkeeping to tax prep (2 F/T 1, P/T). Owner looking to slow down. Will stay for transition and beyond it wanted. Has a lease but can break it for relocation close by.

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Ragan & Associates, PA

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