Overview

Large, established tax practice serving individuals, families and small business owners. Staff and operations in place, currently operating alongside a wealth management & financial planning practice under the same owner. Owner wishes to sell or merge tax practice operations in order to focus 100% on wealth mgt/financial planning business. Currently no internal successor candidates (current staff/preparers mostly part-time employees; full time employees not ready to take over). Great opportunity for larger practice looking to grow client base and expand scope of services as seller will continue growing wealth mgt/financial planning business, and would like to continue to do so alongside tax practice, reciprocating referrals and collaborating to provide comprehensive planning services.

Last Activity
this month
Listing Age
1,584 days old

Business Data

Blurred Charts

Specializations and Concentrations

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM System

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...