Revenue
$500k-1M
0-10%
California, United States
Revenue
$500k-1M
0-10%
Services
Tax Return
77%
Tax Advisory
10%
Bookkeeping
12%
Audit
0%
Financial Consulting
1%
Tax Return Split in Revenue
Bookkeeping Software
100% cloud based
Fee Structure
Mix of fixed fee and hourly
Recurring Billing
0-20%
Age of Firm
10-15 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
"Positioning my business for my exit within the next 4-5 years"
Seller Intent
Planning to sell in 18 months to 5 years
What is your #1 reason for selling?
Retirement
What is most important to you when selling?
Maximum dollar value
How do you envision your life, post sale?
Slowing down work life to enjoy more time with family and traveling