Single-owner CPA practice in vibrant, growing community

Strong year over year growth for several years

74% Tax Preparation (61% Individual; 35% Business; 4% Other); 11% Bookkeeping; 15% Assurance

Bookkeeping was just added in 2023; therefore, it is growing side of practice

Assurance work is mostly reviews; Seller is willing to sell it separately from tax and accounting

Cash flow to owner before potentially duplicate expenses is a solid 51% of gross revenue

Practice utilizes UltraTax and QuickBooks

One full-time bookkeeper/administrative employee

Office space is owned by seller in a multi-member real estate partnership

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

At a minimum, owner anticipates assisting buyer through a transition period to maximize knowledge transfer & client retention but is also willing to work for practice buyer for 1 or 2 tax seasons if buyer needs/wants