Revenue
$500k-1M
20-30%
Utah, United States
Revenue
$500k-1M
20-30%
Services
Tax Return
0%
Tax Advisory
0%
Bookkeeping
100%
Audit
0%
Financial Consulting
0%
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
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Seller Intent
Planning to sell in the next 18 months
What is your #1 reason for selling?
-
What is most important to you when selling?
Maximum dollar value
How do you envision your life, post sale?
-