Revenue
$1-2M
0-10%
Georgia, United States
Revenue
$1-2M
0-10%
Services
Tax Return
55%
Tax Advisory
10%
Bookkeeping
35%
Audit
0%
Financial Consulting
0%
Tax Return Split in Revenue
Bookkeeping Software
Mostly cloud based
Fee Structure
Mostly fixed fee
Recurring Billing
20-40%
Age of Firm
20+ years old
What is the state of your firm, technology wise today?
Progressive
We use all cloud technology and our team is equipped to work remotely
"I'm looking to find a modern and fast growing firm that can provide career growth for my team and can continue to service our clients well"
Seller Intent
Actively looking to sell now
What is your #1 reason for selling?
Spend more time with family
What is most important to you when selling?
Maximum dollar value
How do you envision your life, post sale?
Willing to assist with transition, but looking to exit to spend more time with family