|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|3702||VA||Virginia||$1,100,000||available||Poe Group Advisors|
This is a high quality CPA firm with decades of experience. Over 75% of firm revenue comes from high fee tax planning and preparation. This practice also performs write up and payroll services. This is a CPA firm that focuses on tax planning and preparation for individuals, businesses, estates and trusts. They do not conduct audit work! This practice has experienced steady growth over the last several years.
This is a practice committed to high standards and meeting the needs of each client. The office has a casual atmosphere with extremely competent staff that work well together. They are trustworthy and work hard. Most of the staff have been with the firm for many years. They are committed to great service and are well liked by each other and clients.
The ideal buyer should be a CPA with good tax and tax planning experience for both individuals and businesses. The buyer for this firm should want to develop good relationships with clients and staff. Clients enjoy a high touch service approach and the ideal buyer will deliver this. An energetic buyer could increase revenue with additional services or adding new clients. New business currently comes from the website and high-quality referrals.