Small North Shore Practice

Small North Shore practice seeking to reduce it’s client base by selling it’s reviewed financial statement portion of practice. This portion consists of eight clients with annual revenues of approx $225,000 with a strong yield.

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

• Individual Taxation
• Business Taxation
• Reviewed financial statements

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

• 2022 $767,000
• 2021 $706,000
• 2020 $710,000
• 2019 $692,000
• 2018 $675,000

Single owner or multiple owners?: Multiple

How many owners will want to remain a part of the practice after the sale?: 1

How many leaders (not including owners) are there?: 0

How many leaders (not including owners) will want to remain a part of the practice after the sale?: 1

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

How many existing technical staff are willing to stay after the sale?: 0

How many existing administrative staff are willing to stay after the sale?: 0

Will you consider financing over time?: Yes

Are you willing to relocate?: No