As the seller prepares for retirement, they're now offering their established tax and accounting book of business (client list only) for acquisition. This client-only opportunity is ideal for an existing firm seeking strategic growth through the addition of an established client base.

Key Highlights:

• Revenue Mix: 62% income tax, 25% accntg/bkkping, and 13% other (payroll, sales tax, consulting).
• Client-Only Transaction: Tax and accounting clients included, minimal physical assets.
• Established Client Base: Primarily located in the northwest suburbs and surrounding communities.
• Hybrid Service Model: Approximately 50% virtual/mail; 50% in-person.
• Growth Opportunity: Easily integrated into an existing practice with limited overhead.