Market
CPA
Member Level
Premier
Last Activity
6 months or more
Profile Age
486 days old
General
Location
Tucson, AZ, US
Profile Type
Seller | Find Successor
Gross Revenue
$100,000.00
Credentials
EA, Masters in Accounting & Finance, CFM
Services
Tax
Percent Individual
N/A
Percent Corporate
N/A
% Retainer/Recurring Rev
N/A
% Rev From Tax Return
N/A
Operating Expenses
EBITDA
# of Accounts
250
Avg Client Age
55
Overview

75% of my clients are business clients and almost all of these clients also receive advisory services. I work on S-Corps, LLCs, Trusts and individual returns.

I plan to retire in about 2-3 years, around 2020-2021, and would be open to staying on for the transition for 12 months.

The ideal successor would be located within a 25 mile radius of NW Tucson as my clients enjoy face-to-face meetings.

Deal Terms: A downpayment with a 2-3 year earn out.

Specializations and Concentrations

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM System

Blurred Blurred Blurred Blurred Blurred

Loading...