Single-owner CPA practice

72% Tax Preparation (62% Individual; 38% Business); 21% Bookkeeping; 7% Consulting & Other

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

Practice utilizes Lacerte and QuickBooks

Owner’s spouse is the only other employee working the equivalent of about 2 days per week

Office space is owner-occupied; seller is open to selling or leasing space to new practice owner

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

Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention