Overview

I hope to connect with an interested individual who will fit into my plan to empower my managers and grow my business. This may include purchasing existing clients from that person/merging our books and clients. The ideal buyer/advisor is someone who is willing to be trained over a few years and be led, that would be willing to become partner or manager (enrolled agent).

The CPA practice does over 1 million per year 1/3rd is 1040 practice and the other 2/3rds is business and payroll. Tax prep bookkeeping payroll and consulting.

The bulk of the client base is located in Northern Rhode Island and Southern Worcester County, Massachussets.

The terms are negotiable. Time horizon for succession is 4 years, 2021 this seller would like to have reduced his role and have everything in place.

Last Activity
within 6 months

Business Data

Blurred Charts

Specializations and Concentrations

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM System

Blurred Blurred
Resources
Loading...