South Shore firm for sale

South Shore firm for sale (merger), owners available for transition, key employees interested in being re-employed. The Firm does over $2M in revenues. The Firm provides traditional Tax, Accounting and Bookkeeping (no assurance services) services but also provides Consulting services. The client base includes a niche with Physician practices and other high net worth individuals.

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

• Tax
• Accounting
• Bookkeeper
• Consulting

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

• $2.2M 2022
• $2.0M 2021
• $1.7M 2020
• $1.6M 2019
• $1.7M 2018

Single owner or multiple owners?: Multiple

How many owners will want to remain a part of the practice after the sale?: 2

How many leaders (not including owners) are there?: 4

How many leaders (not including owners) will want to remain a part of the practice after the sale?: 7

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

How many existing technical staff are willing to stay after the sale?: 6

How many existing administrative staff are willing to stay after the sale?: 2

Will you consider financing over time?: Yes

Are you willing to relocate?: Yes