Revenue
$0-500k
30-50%
California, United States
Revenue
$0-500k
30-50%
Services
Tax Return
15%
Tax Advisory
10%
Bookkeeping
75%
Audit
0%
Financial Consulting
0%
Tax Return Split in Revenue
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
"Not looking to sell right now"
Seller Intent
Open to the idea but not ready
What is your #1 reason for selling?
Not looking to sell right now
What is most important to you when selling?
Maximum dollar value
How do you envision your life, post sale?
Other business ventures