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
October 26, 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