Revenue
$0-500k
0-10%
Colorado, United States
Revenue
$0-500k
0-10%
Services
Tax Return
18%
Tax Advisory
13%
Bookkeeping
48%
Audit
0%
Financial Consulting
21%
Tax Return Split in Revenue
Bookkeeping Software
100% cloud 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?
Progressive
We use all cloud technology and our team is equipped to work remotely
"We are deadly serious about building a firm that provides an unmatched level of client service while only requiring our team to work less than 40 hours a week. This is possible, we are doing it. And we plan to keep doing it until all our clients have achieved the level of financial freedom they desire."
Seller Intent
Planning to sell in 18 months to 5 years
What is your #1 reason for selling?
Spend more time with my family.
What is most important to you when selling?
Maximum dollar value
How do you envision your life, post sale?
Retired for a few years, then pursue a new career.