Description:
Outstanding growth pattern. This firm enjoys an excellent historical retention rate due to its sterling reputation in the community for providing quality, timely, personalized service and expert advice. Revenue mix: Tax (approximately 55%), Write-up (26%), Other monthly services (14%), and Other annual services (5%). Billings by quarter: Q1 32%, Q2 28%; Q3 20%; Q4 19%. The firm has a nearby satellite office, and both the main office and satellite office locations are assumable. Transition assistance available . Seller projects estimated gross revenue of $375,000 for the current year.