Revenue
$500k-1M
0-10%
Revenue
$500k-1M
0-10%
Services
Tax Return
0%
Tax Advisory
0%
Bookkeeping
97%
Audit
0%
Financial Consulting
3%
Tax Return Split in Revenue
Bookkeeping Software
100% cloud based
Fee Structure
Mix of fixed fee and hourly
Recurring Billing
60-80%
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
"N/a"
Seller Intent
Actively looking to sell now
What is your #1 reason for selling?
N/a
What is most important to you when selling?
Maximum dollar value
How do you envision your life, post sale?
N/a