Revenue
$1-2M
20-30%
New York, United States
Revenue
$1-2M
20-30%
Services
Tax Return
60%
Tax Advisory
10%
Bookkeeping
30%
Audit
0%
Financial Consulting
0%
Tax Return Split in Revenue
Bookkeeping Software
100% cloud based
Fee Structure
Mostly fixed fee
Recurring Billing
20-40%
Age of Firm
15-20 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
"Retirement"
Seller Intent
Open to the idea but not ready
What is your #1 reason for selling?
When I'm ready to retire
What is most important to you when selling?
Maximum dollar value
How do you envision your life, post sale?
Relaxed