Revenue
$1-2M
10-20%
California, United States
Revenue
$1-2M
10-20%
Services
Tax Return
0%
Tax Advisory
0%
Bookkeeping
90%
Audit
0%
Financial Consulting
10%
Bookkeeping Software
100% cloud based
Fee Structure
Mostly fixed fee
Recurring Billing
80-100%
Age of Firm
15-20 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
"Looking for a forward thinking firm that wants to absorb not only our clients, but our team. We've established a great team that work together with little supervision, including offshore members. "
Seller Intent
Actively looking to sell now
What is your #1 reason for selling?
Looking to move on to other businesses that are already started
What is most important to you when selling?
A good place for your employees to go
How do you envision your life, post sale?
I've started 2 other companies and want to free up cash flow so I can invest more heavily in those businesses.