Revenue
$0-500k
20-30%
Alberta, Canada
Revenue
$0-500k
20-30%
Services
Tax Return
0%
Tax Advisory
0%
Bookkeeping
100%
Audit
0%
Financial Consulting
0%
Bookkeeping Software
100% cloud based
Fee Structure
Mostly fixed fee
Recurring Billing
80-100%
Age of Firm
4-5 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 is important to me that the person buying my business has strong Xero skills, enjoys the connection to clients that comes with being their trusted advisor and helping them and has strong tech skills as I use opportunities for efficiency where possible and those could be yours too. "
Seller Intent
Actively looking to sell now
What is your #1 reason for selling?
Starting a family and travelling the world by sailboat.
What is most important to you when selling?
A good place for your employees to go
How do you envision your life, post sale?
We are ready to start a family and my husband works full-time so this is a natural pivot for us to take the next steps in life. We are also international liveaboard sailors so we will be happy to be able to resume sailing life with kids and not have work obligations on my end!