Description:
This well-established full-service CPA and Investment Firm for sale is desirably located in Hamilton Township, NJ and has annual gross revenues of approximately $4,079,000 of which about $2.9MM is derived from the CPA tax and accounting services and another $1.1MM is generated from financial services. This well-established, historic CPA firm has a long history of offering personalized and professional services with a primary emphasis on business clients and related services. This first-rate practice has cultivated a premium, long-term client base of over 800 businesses and many individuals and has earned an excellent reputation for providing the highest level of service and quality work product for over five decades. Revenues are nicely balanced between services consisting of 43% tax, accounting, and consulting services for businesses, 29% assurance services and 28% from individual tax work that generates solid year-round cash flow to owner. In addition, the firm provides investment services that represent another 27% of the overall revenue. This unique, turn-key opportunity, complete with a long-term, well-qualified staff, is ideal for an experienced CPA firm looking for a satellite office. It could also be a profitable addition to or branch office for another regional firm looking to expand in this desirable market area. The partners are flexible about transition and willing to work with a buyer for some time after closing to help ensure continuity and a smooth hand-off for clients and staff.