Market
CPA
Member Level
Basic
Last Activity
today
Profile Age
227 days old
General
Location
Soquel, CA, US
Profile Type
Seller | Merge
Gross Revenue
$1,000,000.00
Credentials
CPA
Services
Tax, Write Up
Percent Individual
N/A
Percent Corporate
N/A
% Retainer/Recurring Rev
N/A
% Rev From Tax Return
N/A
Operating Expenses
EBITDA
# of Accounts
900
Avg Client Age
55
Overview

2 Partner CPA firm interested in looking at merger opportunities to take our business to the next level. Buy/Sell agreement currently in place.

Practice is currently forward-thinking with latest technology practices/solutions already in place.

3 FT professional staff, 1 FT admin, 1 PT admin in addition to partners.

Would be most interested in looking at merger opportunities with firm that has specialized competencies and an established business outside of tax.

Specializations and Concentrations

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Technology Solutions

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CRM System

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