Description:
This reputable and thriving CPA & wealth management firm for sale is located in Fargo, North Dakota and has annual gross revenues of approximately $1,407,000. The firm has enjoyed substantial, repeatable revenue growth and caters to a desirable, high-quality clientele. The practice provides a range of comprehensive tax, accounting, and wealth management/investment services to a well-established, diverse client base of businesses and loyal individuals. Revenues are nicely mixed between services to provide year-round cash flow, with 42% from tax work, 38% from financial planning/wealth management services, and 20% monthly accounting services. There is a solid fee structure in place yielding strong cash flow to partners. The practice has an experienced and knowledgeable team of professionals in place, which will be an asset in the transition and allow for continued growth. This opportunity is ideal for any experienced CPA ready to step into a truly turn-key practice. Located in a desirable, growing area and with a tenured staff, this practice is primed for a new owner, a smooth transition and continued growth. It would also be an excellent addition for any other established firm seeking a profitable expansion in this market with high-end clients. Additionally, the partners are available, short term, to assist and ensure a seamless transition and continued success of the firm.