Revenue
$500k-1M
10-20%
Idaho, United States
Revenue
$500k-1M
10-20%
Services
Tax Return
42%
Tax Advisory
28%
Bookkeeping
30%
Audit
0%
Financial Consulting
0%
Tax Return Split in Revenue
Bookkeeping Software
100% cloud based
Fee Structure
Mix of fixed fee and hourly
Recurring Billing
40-60%
Age of Firm
5-10 years old
What is the state of your firm, technology wise today?
Progressive
We use all cloud technology and our team is equipped to work remotely
"I'm looking for someone that looks at tax planning and educating clients on tax savings practices. "
Seller Intent
Planning to sell in 18 months to 5 years
What is your #1 reason for selling?
I'm ready to retire from the public accounting firm.
What is most important to you when selling?
Maximum dollar value
How do you envision your life, post sale?
I want to retire as soon as possible but am willing to remain on, part time as a consultant and to help with client relationship transitions.