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| Presented by: |
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| Sonia Albert |
| Toll Free: 877-606-8622 |
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| Alan Liverman |
| Office: 514-819-8088 |
Practice for Sale – Established Tax and Accounting Firm
Presented by Alan Liverman
We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting practice with a solid reputation for outstanding client service.
Key Highlights:
Service Breakdown:
T1 Personal Tax Returns: 16% of revenue (approx. 411 returns annually)
Compilations/T2 Corporate Tax Returns : 77% of revenue (approx. 130 clients)
Reviews: 2 Reviews
Other Tax Returns (T3/T4/T5): 5% of revenue
Miscellaneous services: 2% of revenue
Established: Founded in 2005, the practice has built a loyal client base and a strong local presence.
Technology:
Tax Software: TaxPrep
Accounting Software: CaseWare and Keystone
Staffing:
One full-time employee year-round
One part-time employee year-around
Both may not be willing to remain with the buyer
Owner Involvement: A partner in an affiliated office is filling in as the resident partner recently retired
Office Space:
1500 square feet
Monthly rent: $3,900
Lease assumable; available for a short term period and office can be relocated or absorbed into an existing office. Clients are not tied to a specific location
Financials: Consistent annual billings and profitability, with a strong emphasis on customer satisfaction.
This is an ideal opportunity for an individual practitioner who is a CPA and looking to grow, or an existing CPA firm seeking to expand its client base by acquiring this book of clients.
