Revenue
$5-10M
10-20%
Pennsylvania, USA
Revenue
$5-10M
10-20%
Services
Tax Return
45%
Tax Advisory
10%
Bookkeeping
45%
Audit
0%
Financial Consulting
0%
Tax Return Split in Revenue
Bookkeeping Software
100% cloud based
Fee Structure
Mostly fixed fee
Recurring Billing
60-80%
Age of Firm
20+ years old
What is the state of your firm, technology wise today?
Moderate
We use a mix of cloud based and desktop based software
"Not looking to sell."
Seller Intent
Open to the idea but not ready
What is your #1 reason for selling?
Not looking to sell.
What is most important to you when selling?
A good place for your employees to go
How do you envision your life, post sale?
Not looking to sell.