REF | STATE | LOCATION | ANNUAL GROSS $ | STATUS | PRIVATE SALE / BROKER |
---|---|---|---|---|---|
4934 | WI | Madison, WI area | $560,000 | new | ABA Advisors, LLC |
Overview - ABA Advisors represents this CPA firm located in the Madison, WI / Dane County area. The owner is a CPA and wishes to retire but is willing to provide transitional assistance to the buyer to ensure a good handoff of the firms' clients, as well as work for the buyer if needed.
The Firm -Founded over a dozen years ago, this firm has a good local reputation, strong average fees, and represents a rare opportunity for the right buyer. Clients consist of closely held businesses where the firm does tax work for the business and their owners. The firms' growth has been all referral and location based. The firm is paperless with front end scan for 1040s.
Business ID: WI-2071
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