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- RE: Western Wisconsin CPA Firm – TTM $330K + Revenue 55972
- Contact: Sunbelt Business Advisors
Owner Financing is Available!
Quick Facts
| Asking Price: | $330,000 | |
| Annual Revenue: | $331,542 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $127,076 | |
| Total Debt: | Not Disclosed | |
| FF&E: | Not Disclosed | |
| Real Estate: | Not Disclosed | |
| Year Established: | 1995 | |
| Employees: | 3 | |
| BBN Listing #: | SB-55972 | |
| Broker Reference #: | MINNEMN003-55972 |
Business Overview:
Western Wisconsin based CPA firm specializing in individual and business tax preparation, accounting services, trust and estate administration, and consulting services. The firm’s average 1040 rates in 2023 were $640 per return (50% of the firm’s revenue). Meanwhile, the average business client’s annual fees are $1,340 (10% of the firm’s revenue). Bookkeeping services average $1,745 per client (28% of the firm’s revenue). The Seller is seeking retirement and would be available to assist with training and transitioning for a limited time. Ideal buyer: CPA or EA with 5+ years in management or ownership role, or another CPA firm or wealth manager aiming to scale and increase its client base. Sunbelt Listing ID: 55972To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button and when you are done searching and have made all your selections, simply click on the REQUEST INFO button at the bottom of the page.
Reason for Selling:
RetirementAdditional Details:
- The property is Leased.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity
Relevant Links:
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