|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4214||VA||Chesapeake||$398,793||available||Poe Group Advisors|
This firm originally started as a bookkeeping and payroll firm but has quickly expanded its new tax advisory services. The client base consists mostly of real estate agents, construction, small business owners and entrepreneurs. This firm uses cloud-based systems which the clients love and enables the staff to work from local and remote locations. The reputation within the community is outstanding and is known for being innovative, responsive, and the staff take great pride in saving their clients significant taxes. No review or audit work is currently being done.
Consistent revenue growth
Cashflow to owner is over 50%
Long term clients and many within the real estate industry
A buyer can be an EA or CPA. The ideal buyer should be forward thinking and willing to run a very different kind of accounting practice. The client and employees expect a different experience than a traditional firm. The buyer should have at least 7-10 years of public accounting experience and be able to manage a highly qualified team. A buyer with an entrepreneurial spirit can quickly expand services with current clients.
The clients are very loyal and often refer new business; the new owner will have the capability and personality to continue to build on these existing and new relationships. Majority of clients are in the local area so a buyer in the area would be a bonus. The client base has been refined over time to include high quality clients in the real estate, construction and service industries. This is a great opportunity to own a one stop shop tax firm.
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