Revenue
$1-2M
0-10%
California, United States
Revenue
$1-2M
0-10%
Services
Tax Return
21%
Tax Advisory
5%
Bookkeeping
42%
Audit
32%
Financial Consulting
0%
Tax Return Split in Revenue
Bookkeeping Software
Mostly desktop based
Fee Structure
Mostly fixed fee
Recurring Billing
80-100%
Age of Firm
5-10 years old
What is the state of your firm, technology wise today?
Moderate
We use a mix of cloud based and desktop based software
"Want to sell to a buyer who is willing to do the employees right. Continue the culture of a place where employees enjoy their jobs, enjoy the benefits our firm has established and ultimately, provide quality service to the clients we serve. "
Seller Intent
Actively looking to sell now
What is your #1 reason for selling?
Ready to transition to a new phase of life, out of public accounting, and move out-of-state
What is most important to you when selling?
A good place for your employees to go
How do you envision your life, post sale?
Willing to stick around for 3-6 months to assist transition, then moving forward in a different career path with a move out-of-state.