Description:
• CPA owner looking to sell off client book that no longer fits current business model. • 2020 gross revenues generated are around $120,000! • Client book includes individual tax (83%), Business (16%), and Franchise (1%). • Average fees are $625 with majority of clients that pay upon signing engagement letter. • Clients submit documents via online portal that can easily transition to new owner. • Owner can operate out of any location in Houston. More could be discussed in seller meeting. • Opportunity for an individual buyer looking to go out on their own or someone wanting to add revenues or another office to their existing firm.