This high-level firm caters to a value-oriented client base that consists primarily of business, non-profits, trusts, and higher net worth individuals. Cash flow to owner is excellent, especially for a practice this size, standing at over 65% of gross! A large portion of the annual income comes in on a regular monthly basis, leading to more dispersed workflows during busy times and favorable year-round collections. The extensive, experienced, and highly competent staff combined with a flexible seller who is willing to work with the buyer through a transition period should make the hand off a breeze!

1.) Very low number of annual billable hours for owner

2.) High efficiency driven by excellent technological integration

3.) Work is mostly remote-based, well-trained staff already accustomed to hybrid work environment

4.) Almost all work tied to business clients

5.) Significant growth prospects, 2026 gross revenue projected to be $3.6M+