Description:
• Single-owner CPA practice • 98% Tax Preparation (67% Individual; 20% Business; 13% Other); 2% Consulting • Cash flow to owner before potentially duplicate expenses is a solid 54% of gross revenue • Practice utilizes UltraTax and QuickBooks • One part-time preparer and one part-time admin • Office lease expires 11/30/2023 • Owner is retiring • Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention