Northern Palm Beach County, Florida
Supplied by New Clients, Inc.
Total Gross Income: $1,061,000
Net Profit: $400,000 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. One real estate developer approx. 8% of sales. 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.
Buyer Inquiry: To help us better serve you and your needs, please fill out our Buyer Profile form found on our website newclientsinc.com.
Chris Clark
Practice Sales Specialist
#5425 - Northern Palm Beach County - FLORIDA
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5425 | FL | Northern Palm Beach County | $1,061,000 | new | New Clients Inc. |
