Revenue
$1-2M
10-20%
California, USA
Revenue
$1-2M
10-20%
Services
Tax Return
16%
Tax Advisory
24%
Bookkeeping
0%
Audit
50%
Financial Consulting
10%
Tax Return Split in Revenue
Bookkeeping Software
Mostly 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
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Seller Intent
Actively looking to sell now
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?
-