Revenue
$0-500k
0-10%
Florida, United States
Revenue
$0-500k
0-10%
Services
Tax Return
60%
Tax Advisory
3%
Bookkeeping
30%
Audit
0%
Financial Consulting
7%
Tax Return Split in Revenue
Bookkeeping Software
Mostly cloud based
Fee Structure
Mostly fixed fee
Recurring Billing
20-40%
Age of Firm
20+ years old
What is the state of your firm, technology wise today?
Moderate
We use a mix of cloud based and desktop based software
"I would like my employees to be secure in a new environment. I want my customers to be happy during and after transition. Firm's office location is an office condo owned by seller, and will consider all lease an purchase offers"
Seller Intent
Actively looking to sell now
What is your #1 reason for selling?
To transition into 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?
Willing to work for Buyer during transition, possibly up to 4 yrs