Description:
The clients vary in age and type.  There are individuals, businesses, etc.  This firm offers business valuations, planning for trusts & estate, and exit planning for generational transfers.  They also offer the typical accounting, tax, & audit services. Like most practices, there is no marketing besides referrals from existing clients, attorneys, bankers, insurance people, etc.  The core clientele is located in the City of Ventura, the hub of the Ventura County.  Most clients visit the office for both accounting & tax work.  Valuation & consulting services are usually on site where the business is located.  Likely 65% of the individual income tax clients have a tax interview at the office.  The seller plans to remain involved in some of the consulting and other non-recurring services.  So, this opportunity is $800,000+/- of revenue generated from accounting, tax, and audit services.