Revenue
$3-4M
10-20%
California, United States
Revenue
$3-4M
10-20%
Services
Tax Return
65%
Tax Advisory
25%
Bookkeeping
5%
Audit
0%
Financial Consulting
5%
Tax Return Split in Revenue
Bookkeeping Software
Mostly cloud based
Fee Structure
Mostly fixed fee
Recurring Billing
80-100%
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
"A desire to assist staff and clients on a great path for the future- the ability for myself to work and transition over time to other interests "
Seller Intent
Planning to sell in 18 months to 5 years
What is your #1 reason for selling?
Would like to pursue other interests and still be involved with the transition as needed-
What is most important to you when selling?
Ability for me to have a more exciting career with people around me
How do you envision your life, post sale?
Transition over several years as needed