Houston CPA Tax Client Book
Status
Listing #
State
Location
Annual Revenue
Asking Price
Type
SOLD
TXS1281
TX
Houston CPA Tax Client Book
$157,000
$180,000
Presented by: |
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Team Holmes |
Toll Free: (888) 847-1040 |
Description:
• CPA owner looking to sell off client book that no longer fits current business model. • 2020 Rolling 12 gross revenues thru July are $157,000! • Client book includes individual tax (47%), Business (51%), and Franchise (2%). • Average fees are $1K+ with clients that pay in January upon signing engagement letter. • Clients submit documents via online portal that can easily transition to new owner. • Owner can operate out of any location in Houston. More could be discussed in seller meeting. • Opportunity for an individual buyer looking to go out on their own or someone wanting to add revenues or another office to their existing firm.
• CPA owner looking to sell off client book that no longer fits current business model. • 2020 Rolling 12 gross revenues thru July are $157,000! • Client book includes individual tax (47%), Business (51%), and Franchise (2%). • Average fees are $1K+ with clients that pay in January upon signing engagement letter. • Clients submit documents via online portal that can easily transition to new owner. • Owner can operate out of any location in Houston. More could be discussed in seller meeting. • Opportunity for an individual buyer looking to go out on their own or someone wanting to add revenues or another office to their existing firm.