Revenue
$1-2M
0-10%
California, United States
Revenue
$1-2M
0-10%
Services
Tax Return
50%
Tax Advisory
20%
Bookkeeping
30%
Audit
0%
Financial Consulting
0%
Tax Return Split in Revenue
Bookkeeping Software
Mostly cloud based
Fee Structure
Mostly fixed fee
Recurring Billing
20-40%
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
"I am selling to make a change to my personal life. I have a great staff and culture and I would like to provide options and continuity for my staff."
Seller Intent
Actively looking to sell now
What is your #1 reason for selling?
I am ready to step away from the sole responsibility of running a firm--I would be interested in collaborating but with less of a time commitment
What is most important to you when selling?
A good place for your employees to go
How do you envision your life, post sale?
I would like to work, but part-time