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Downtown CPA Firm

Primarily tax preparation - individual, trust and small business. Numerous high net worth clients with an established base of profitable high income individual returns

Date Posted

September 07, 2022

Primarily tax preparation - individual, trust and small business. Numerous high net worth clients with an established base of profitable high income individual returns Please reach out to Kristin Wells at kwells@masscpas.org.

Please list your firm’s top 5 practice areas (by revenue):

  • Individual Tax preparation
  • Small business tax preparation
  • Trust tax preparation

Please list your firm’s gross revenues for the past 5 years:

  • 2017 - 844,369
  • 2018 - 879,086
  • 2019 - 859,115
  • 2020 - 953,920
  • 2021 - 984,596

Single owner or multiple owners?: Multiple

How many owners will want to remain a part of the practice after the sale?: one

How many leaders (not including owners) are there?: none

How many leaders (not including owners) will want to remain a part of the practice after the sale?: none

Will you be selling outright and plan to retire?: No

How many existing technical staff are willing to stay after the sale?: one

How many existing administrative staff are willing to stay after the sale?: one

Will you consider financing over time?: Yes

Are you willing to relocate?: Yes