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Accounting Business For Sale, Accounting Firm Business For Sale, Accounting Practice Business For Sale, Business Consulting Business For Sale, Consulting Business For Sale, Insuranace Agency Business For Sale, Law Firm Business For Sale, Law Practice Business For Sale, Legal Document Business For Sale, Legal Practice Business For Sale, Management Consulting Business For Sale, Small Business Consulting Business For Sale, Tax Business For Sale, Other Professional Services Business For Sale

CPA Tax Preparation Practice - Book Of Clients

Location  California,United States
Asking Price Range  < $250K
Gross Revenues  $96000
Net Profit / Cash Flow  $80000
Cash Flow Type  Sellers Discretionary Cash
Seller Finance  No
Year Established  2001
Number of Employees  1 - 3
Relocatable  No
Number of Employees  1 - 3
Real Estate  Leased
Training  Client file hand off at a minimum. Will take some time to catch personnel up to speed on the client base.
Reason for Sale  Other business interests.
Description  Please contact Rick Carlson of Ace Business Brokers at 800-985-4939 Extension 365 for further details. This is an independent CPA firm that is housed and co-habitates with an insurance agency in the Sacramento area. Because of the relative sticky nature of taxes and insurance, the Seller has often discounted the tax preparation fees upwards of 25% in order to secure the insurance service portion of the revenue from each client. Ultimately Buyer and Seller fit will be key in this acquisition since the ongoing insurance relationship will perpetuate beyond the sale of the tax practice. The last thing the Seller wants is some hack take over his book and then have to hear about it when meeting the insurance needs of his clients. Seller is involved in too many projects that demand his attention, other wise with the solid core group of customers he would not be Seller the operation. He is the only CPA in his organization, and rather than hire an outsider he has decided to place this book on the market for acquisition. NDA is required for further details and to schedule an exploratory call with the Seller to dig deeper. Facilities: Currently run out of an insurance agency office in an office park. Relocatable within the general Sacramento area. Competition: Individual CPA's provide a end to end services that cannot be duplicated by firms like Jackson and H&R. Usually once the client is secured, they are held on to so retention is very strong. Growth/Expansion: Growth rates for the firm have been 10% year over year for the past few years. Many clients originate as referrals. Support/Training: Client file hand off at a minimum. Will take some time to catch personnel up to speed on the client base. Reason Selling: Other business interests.
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