OREGON

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4010ORClackamas County$1,089,223availablePrivate Practice Transitions

Established in 1954, this CPA Practice has provided tax preparation and planning, and other accounting services to countless clients with a service by revenue breakdown of 35% Business Tax Preparation and Planning, 30% Individual Tax Preparation and Planning, 23% Bookkeeping and Payroll Services, 6% Estate Work, 3% Financial Statements and 3% Advisory. The Practice is owned by three partners, one of which is looking to retire. The remaining two Partners will stay on as 35% owners each, and they are looking for a third Partner to buy in at 30% ownership. The Firm is primarily located within Clackamas County, with small portions extending into neighboring Multnomah and Washington counties. The Practice is known for doing quality work and as such, has a great reputation within the community. Because of this, the Practice receives a lot of word-of-mouth referrals and has incredibly high client retention. As of September 2021, the Practice has already exceeded 2020 revenues with year-to-date gross revenues over $1,015,000. The retiring partner is willing to stay on as a consultant through the end of 2022, if desired. With impressive gross revenues and over 1,030 active clients, this is a great opportunity for any buyer looking to buy-in to an already thriving business.

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