| Presented by: |
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| The Holmes Group |
| Toll-Free: 800-397-0249 |
This well-established and steadily growing CPA practice is known for delivering high-quality, reliable service to a loyal and diverse client base. With strong profitability, balanced revenue streams, and experienced staff in place, the firm offers stability today and significant growth potential for the future.
Key Highlights:
• Revenue Mix: 44% business tax, 37% individual/trust/estate tax, and 19% bookkeeping & financial statement prep
• Profitability: Consistent cash flow to owners approximately 45% of gross income
• Loyal Client Base: Longstanding relationships with business owners across multiple industries
• Experienced Team: Skilled staff supporting operations and ensuring a smooth transition
• Continuity Opportunity: Partners are interested in remaining post-closing for seamless handoff and growth support
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