Revenue
$1-2M
20-30%
Delaware, United States
Revenue
$1-2M
20-30%
Services
Tax Return
20%
Tax Advisory
5%
Bookkeeping
65%
Audit
0%
Financial Consulting
10%
Tax Return Split in Revenue
Bookkeeping Software
100% cloud based
Fee Structure
Mostly fixed fee
Recurring Billing
80-100%
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
"Early retirement. This is a very profitable business that I can only work for 10 hours a week."
Seller Intent
Planning to sell in 18 months to 5 years
What is your #1 reason for selling?
Early retirement. This is a very profitable business that I can only work for 10 hours a week.
What is most important to you when selling?
Maximum dollar value
How do you envision your life, post sale?
I will work for 1-2 more years to hand it over and then fully retire, maybe start a different business.