#5538 - Wisconsin - WISCONSIN

● Revenue holding steady at approximately $720,000, with consistent year-over-year stability ● Cash flow to owner exceeding 50% margin ● Consistent annual fee increases, most recently 6%, with new minimum fees introduced for incoming clients ● Owner willing to remain through a full transition period, including an additional tax season About this practice: This full-service CPA firm offers individual and business tax preparation along with monthly bookkeeping and payroll services to a diversified base of small business and individual clients. A substantial share of clients has remained with the firm for many years, reflecting strong retention, and revenue has held steady at approximately $713,000 to $720,000. Fee increases are implemented annually, most recently 6%, with new minimum fees being introduced for incoming clients. Cash flow to the owner over 50%. The firm transitioned to a largely remote operating model, significantly reducing office overhead while maintaining a small space for occasional client drop-offs. The current owner is willing to remain through a transition period, including an additional tax season if needed, to support a smooth handoff. Ideal Buyer: Buyer can be remote. The ideal buyer has existing staff capacity to absorb client work during the transition, or is a lean, hands-on operator prepared to step directly into day-to-day client service. Because the owner is willing to support a phased handoff over an extended transition period, this opportunity suits a buyer comfortable with a gradual, low-risk integration. Given the practice's demonstrated ability to operate remotely, a buyer does not need to be based locally to run the firm successfully. About the Area: For a more specific location, please see the full profile.