Revenue
$2-3M
10-20%
Minnesota, United States
Revenue
$2-3M
10-20%
Services
Tax Return
40%
Tax Advisory
10%
Bookkeeping
50%
Audit
0%
Financial Consulting
0%
Tax Return Split in Revenue
Bookkeeping Software
100% cloud based
Fee Structure
Mostly fixed fee
Recurring Billing
40-60%
Age of Firm
10-15 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
"We have built a firm that we are incredibly proud of - our hope is that a buyer can come in and help the firm to continue to grow and thrive under new leadership."
Seller Intent
Actively looking to sell now
What is your #1 reason for selling?
We want to be able to focus on new passion projects. We are looking for a buyer who can continue to grow and lead the firm confidently into the future.
What is most important to you when selling?
Maximum dollar value
How do you envision your life, post sale?
Though the owners are looking for flexibility and freedom to focus on finding new ventures, they are willing to stay on board to ensure a smooth transition with both clients and the current team.