Revenue
$500k-1M
10-20%
British Columbia, Canada
Revenue
$500k-1M
10-20%
Services
Tax Return
70%
Tax Advisory
15%
Bookkeeping
15%
Audit
0%
Financial Consulting
0%
Tax Return Split in Revenue
Bookkeeping Software
100% cloud based
Fee Structure
Mostly fixed fee
Recurring Billing
20-40%
Age of Firm
5-10 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
"Ideally we are looking for a small practitioner (on their own or with an employee or two) who is looking to partner with a very energetic team."
Seller Intent
Actively looking to sell now
What is your #1 reason for selling?
Growth! We are looking for a good leader to have strong hands for clients and help lead the accounting team.
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?
Working well with the new partner to take the firm to the next level.