|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|3887||NY||New York||$517,000||available||Poe Group Advisors|
This is a community-centered practice providing bookkeeping, accounting, payroll, and tax services to small businesses and municipalities in the region. It is very well-known as the go-to service for businesses and individuals in the area. The practice is well established, with loyal long-term clients who appreciate the local service. The practice has grown over time through its great reputation for quality work and personable service. The staff are loyal and truly enjoy their work. All employees are very capable and dependable. Employees own their accounts and work directly with the clients they support. The staff are provided autonomy to own their responsibilities and they work with very little supervision. While independence is provided, support is equally provided both from the owner and also through a collaborative approach to problem-solving, decision-making, and strategizing. Culture is very strong; the owner and the team often celebrate successes and milestones together through team events and get-togethers. Workflow is efficient and defined. The owner has developed the practice and the team to operate efficiently and effectively. The seller has maintained current workload and revenue but there are many growth opportunities available for a growth-minded buyer – the seller has identified several growth options. This is a great opportunity for a community-minded buyer who’s looking to own and grow their own firm in an amazing location outside the busyness of the city. Your turn-key opportunity awaits!
The ideal buyer will have solid experience in the services provided by this firm. The buyer will also be experienced in working with the owner-managed businesses and the needs of these types of clients. A community-minded buyer will recognize the established foundation, and will have the personality and desire to continue to build on this model. A growth-focused buyer will see the potential to leverage the reputation and strong team to bring in the readily available additional business. The buyer must also appreciate the non-big-city environment and all the great quality of life attributes that come along with it.