#5528 - Virtual based in MD - VIRTUAL

● Cash flow to owner above 70% ● Sophisticated client base including high-net-worth individuals and referrals from partners at large national law firms ● Value billing supports fees well above standard hourly-equivalent rates ● Virtual with no physical office, allowing operation from anywhere ● Owner open to remaining available in a limited capacity to support a smooth transition About This Practice: This fully virtual tax planning and preparation practice serves a sophisticated client base ranging from individual returns to complex multi-state and high-net-worth engagements, including several partners at large national law firms who refer new clients directly into the practice. Cash flow to owner runs above 70%, supported by a lean structure in which the owner personally reviews and finalizes all work, with help from part-time administrative staff and a seasonally contracted team. A value-billing model supports fees well above standard hourly-equivalent rates, and upfront retainer collection ahead of filing season provides steady, predictable cash flow. Growth has come entirely through organic referrals, with several clients citing the practice's personalized, responsive service as the reason they moved over from larger firms. Ideal Buyer: The ideal buyer is a firm with the staff capacity to absorb this return volume without disrupting service quality, given the sophistication of the client base and the personalized service they expect. Because the practice is virtual, a buyer located anywhere in the country would be well suited, particularly one growing a regional or national virtual client base without adding office overhead. Given the relationship-driven nature of this client base, a buyer able to provide continuity, whether by retaining the owner in a limited transition role or ensuring a consistent point of contact, is important.