Revenue
$500k-1M
50+%
British Columbia, Canada
Revenue
$500k-1M
50+%
Services
Tax Return
25%
Tax Advisory
10%
Bookkeeping
52%
Audit
0%
Financial Consulting
13%
Tax Return Split in Revenue
Bookkeeping Software
100% cloud based
Fee Structure
Mix of fixed fee and hourly
Recurring Billing
60-80%
Age of Firm
1-2 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 interested in selling in the future since I know I would like to follow other passions I have."
Seller Intent
Planning to sell in 18 months to 5 years
What is your #1 reason for selling?
I would like to try other things.
What is most important to you when selling?
Ability for me to have a more exciting career with people around me
How do you envision your life, post sale?
I will follow other passions I have to scale in other sectors.