TEXAS

Highlights:

-Owner hours only 1,900
-Annual revenue growth between $130,000 and $200,000
-Less than 5% of clients meet in office
-Very strong fees with average returns close to $2,900
-45% is in the attestation services and 45% in tax preparation with 10% in business advisory. There is a large opportunity to grow the advisory services.
-Incredible staff with the majority having been with the firm over 5 years and several CPAs

This reputable CPA firm for sale in Dallas, Texas, provides a wide range of services, including tax, attestation, and business advising, to business clients and their owners. With revenue consistently growing between $130,000 and $200,000 annually, this practice has established a strong specialized clientele that guarantees sustainable income and ongoing growth. Their special niche has continued to expand each year and will be an incredible opportunity for additional growth.

What sets this firm apart is the highly qualified staff, which combines the knowledge of a national firm with the individualized attention of a boutique operation. Clients like the firm’s proactive strategy, sincere concern, and superior outcomes. Thanks to a solid leadership structure and the inclusion of important management positions, the owner, who currently works about 1,900 hours a year, has been able to cut back while the business expands. 2024 Projections are $1,750,000 and 2023 revenue was $1,551,878. This firm is focused on business clients and does not do any orphan 1040s. This firm is not to be missed! A buyer looking for a stellar location, solid employees, business clients and ample room for expansion will excel here.

Ideal Buyer:
A CPA is necessary, and the buyer should have a solid foundation in attestation work and expertise in both the public and private sectors. Additionally, the buyer will have to occupy the current office space. With the help of great leadership and team-building abilities, the current owner has established the company’s reputation for providing outstanding service and high-quality results. Excellent training and possibilities for professional growth are provided to employees, guaranteeing that they always give their best work. The owner has also developed strong industry connections that produce great leads. The owner’s success has been largely attributed to visionary leadership, business savvy, and a dedication to execution; these traits will also be crucial for the buyer. A local buyer could work remotely if they are able to come to the office frequently to establish relationships with both clients and employees.

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