Revenue
$500k-1M
10-20%
Georgia, United States
Revenue
$500k-1M
10-20%
Services
Tax Return
0%
Tax Advisory
0%
Bookkeeping
70%
Audit
0%
Financial Consulting
30%
Bookkeeping Software
Mostly cloud based
Fee Structure
Mostly fixed fee
Recurring Billing
80-100%
Age of Firm
20+ 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
"It has always been my goal to sell at this phase of my life. I would like to retire and spend more time with family as well as on my passion projects. An ideal buyer would have the infrastructure to absorb my employees and the knowledge to serve my customers. Ideally I would stay on board in a limited capacity to facilitate the transition and would work to ensure client satisfaction during the transition and for a time after."
Seller Intent
Actively looking to sell now
What is your #1 reason for selling?
I am ready to retire.
What is most important to you when selling?
Maximum dollar value
How do you envision your life, post sale?
The goal would be to retire and focus on family and my passion projects.