Revenue
$500k-1M
10-20%
Colorado, United States
Revenue
$500k-1M
10-20%
Services
Tax Return
42%
Tax Advisory
4%
Bookkeeping
54%
Audit
0%
Financial Consulting
0%
Tax Return Split in Revenue
Bookkeeping Software
100% cloud based
Fee Structure
Mix of fixed fee and hourly
Recurring Billing
40-60%
Age of Firm
5-10 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 have spent the last 5 years building an amazing team that focuses on a niche industry which is grossly under represented in the CPA world. Our Niche has launched us into great success, but I am finding myself struggling to continue in this field due to the lethargy of a desk job. I am seeking a drastic change in my life and want to start a profession that requires that I work with my hands. I know this firm has the potential to grow into something truly awesome, but I am simply tired of this desk. I need to get out, get some fresh air, and work with my hands. Lastly, my team is amazing, and they basically run the firm without much input from me. This business would be a great addition to a larger firm that wants to target specific client demographics, and it comes with a smart team of progressive minds ready to take on challenges that await them. "
Seller Intent
Actively looking to sell now
What is your #1 reason for selling?
I want to start a new career in a different profession that is exciting and physically demanding.
What is most important to you when selling?
A good place for your employees to go
How do you envision your life, post sale?
I am looking to transition into something new for my personal work-life balance needs. I am happy to stay on as a consultant to ensure business continuity, but I personally want to pivot into a different career.