#5425 - Northern Palm Beach County - FLORIDA

Northern Palm Beach County, Florida Supplied by New Clients, Inc. Total Gross Income: $1,061,000 Net Profit: $454,786 with Owner add backs Purchase Price: $1.2m – Financing available to qualified applicants. Various programs available. Call for details. Year Established: 1995 Accounting, bookkeeping, Compilations: Quarterly Clients: Payroll: 20 + write-up: 10 Total: $46,000 Income Tax: Individuals: 640 ; Trusts: 125 Avg. Fee: $771 Total: $590,000 Businesses: 205 Corps/Partnerships Avg. Fee: $2,073 Total: $425,000 Full-time Employees: 3 Part-time Employees: 1 Computer Software: Lacerte Description of Clientele: Retirees, high net worth professionals. Small business mostly professionals & service business. Description of Location: Located in one of the most affluent and rapidly growing markets in Palm Beach County. The firm serves a stable client base consisting primarily of business owners, retirees, professionals, investors, and family groups. Favorable demographics, strong local economy, and continued population growth provide an attractive environment for long-term client retention and future expansion opportunities. The area’s high concentration of affluent households and closely held business supports ongoing demand for tax compliance, tax planning, advisory, and estate-related services. Please be advised that all information provided regarding practices for sale is based on details supplied by the owners. We strongly recommend that potential buyers conduct thorough due diligence before purchasing. Chris Clark Practice Sales Specialist