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| The Holmes Group |
| Toll-Free: 800-397-0249 |
This well-established CPA practice for sale in Southwestern Montana generates annual gross revenues of approximately $460,000. It caters to a high-quality client base that includes loyal individuals and many businesses across local industries, which should continue to generate referrals and opportunities for continued growth. While the owner has selectively accepted new clients referred by existing clients, the practice offers significant growth potential, supported by regular prospective client inquiries and a limited number of competing accounting firms in the local market. Revenue is nicely mixed between services to generate year-round cash flow, with about 64% derived from tax work, 21% from accounting services, and 15% from payroll processing.
There is experienced staff in place to help ease the transition and maintain continuity, and the seller is willing to provide transition assistance for a smooth handover of operations and client relationships. This is an excellent opportunity for an individual ready to step into a profitable, well-run practice or an established firm looking to expand its presence in a thriving, business-friendly area.
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