VIRGINIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
3693VARichmond $325,560expiredPoe Group Advisors

This is a well-established CPA firm with a focus on high quality, high fee tax clients. Revenue is steadily growing. Most of the clients are small businesses. This firm has a commitment to learning about each client and helping them understand their financial situation. All clients pay at the time of service at a packaged rate and there is very little A/R. This office is also paperless, using a network based server with Intuit products. This firm develops new business through quality referrals. There is opportunity to grow the client base through marketing. Currently there is no marketing done for new business. Existing clients are high-quality and there is a huge opportunity to add additional services.
Ideal Buyer
The ideal buyer for this firm must have very good tax knowledge. An entrepreneurial CPA could grow this client base with additional services. A buyer with existing capacity to preform the work would do well.