- Single-owner CPA Practice 

- 69% Tax Preparation (37% Individual; 63% Business); 31% Bookkeeping

- Cashflow to owner before potentially duplicate expenses is 44% of gross revenue 

- Practice utilizes QuickBooks & CCH Axcess

- 3 full-time employees (1 CPA, 1 Candidate, & 1 Office manager, payroll, bookkeeper); 4 part-time employees (1 CPA, 1 student intern, 1 admin/bookkeeper, 1 support)

- Office space is owner occupied. Owner is opening to leasing the space to the buyer, on a case-by-case basis. 

- Owner is looking forward to retirement after a long, successful career

- At a minimum, owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention