Description:
-Single-owner CPA practice in vibrant, growing community-96% Tax Preparation (63% Individual; 37% Business); 4% Bookkeeping/Payroll-Cash flow to owner before potentially duplicate expenses is a solid 68% of gross revenue-Practice utilizes Lacerte and QuickBooks-One part-time employee -Professional office space is in one-story suburban office condo. Lease may be assumable. -Owner is looking to downsize his practice to focus on trustee engagements and related tax work-Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention.