Revenue
$500k-1M
10-20%
California, United States
Revenue
$500k-1M
10-20%
Services
Tax Return
10%
Tax Advisory
5%
Bookkeeping
70%
Audit
0%
Financial Consulting
15%
Tax Return Split in Revenue
Bookkeeping Software
100% 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
"Ready to retire, looking for like firm to merge clients and experienced cloud accounting and technology team. Happy to continue in an advisory role as I can be helpful to team, buyer and clients."
Seller Intent
Actively looking to sell now
What is your #1 reason for selling?
Retirement
What is most important to you when selling?
A good place for your employees to go
How do you envision your life, post sale?
Retirement, happy to help