- Well established, two-partner practice serving individuals and businesses

- 99% Tax Compliance, Planning, and Consulting (47% Individual; 47% Business; 6% Fiduciary); 1% Bookkeeping

- Cashflow to owner before potentially duplicate expenses is 47% of revenue information

- Practice utilizes QuickBooks, Lacerte, DMS, ShareFile

- 2 non-owner employees - one FT CPA Manager; one PT Receptionist/Admin

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

- Owners are looking forward to retirement after long, successful careers

- At a minimum, both owners anticipate assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention