Seller's Contact Information

  • RE:  Western Wisconsin CPA Firm – TTM $330K + Revenue 55972
  • Contact:  Sunbelt Business Advisors
Listing Update!
Update: Western Wisconsin CPA Firm – TTM $330K + Revenue 55972 is no longer available. We’ve included some similar active listings below that you may be interested in. You can also explore similar listings in the Services: Financial, Accounting, Insurance Industry.

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: 55972

Reason for Selling:

Retirement

Additional Details:

  • The property is Leased.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Relevant Links:

<<<<<<< Updated upstream

Listing Update!

Update: Western Wisconsin CPA Firm – TTM $330K + Revenue 55972 is no longer available. We’ve included some similar active listings below that you may be interested in. You can also explore similar listings in the Services: Financial, Accounting, Insurance Industry. You may also be interested in signing up for Email Alerts for listings that match your search criteria.

Similar Active Listings That May Interest You:

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Opportunity Update!

Exciting update: Western Wisconsin CPA Firm – TTM $330K + Revenue 55972 has a new owner due to high interest! More opportunities await. Explore our site for other listings or sign up here for email alerts. Find your perfect business opportunity today!

>>>>>>> Stashed changes
Featured Listing
Asking Price: $750,000

Established Allstate Insurance Agency – Negotiable

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Priced to sell. The price is negotiable. This successful Allstate Insurance Agency in Atlanta, GA, is up for sale. It has a solid reputation and a loyal client base. The sale includes 10 laptops (with 1 brand new in the box), 19 monitors, 11 office desks, 9 keyboards and mouses, and 13 docking stations, along with additional office equipment and appliances. The agency benefits from comprehensive support from Allstate, ensuring a seamless transition for the new owner.The agency owner is willing to stay on board for 30 days, going into the office daily to ensure the buyer’s success during the transition. This hands-on support will include training and guidance on operations and customer relations. Beyond the 30-day period, the owner will continue to support the new owner by:Meeting weekly via Zoom for 30 minutes for the first 12 monthsProviding unlimited text and call support during and after this periodAdditionally, the purchase comes with over 100,000 leads, which the agency owner has invested hundreds of thousands of dollars into over the past few years.I’m also offering a $10,000 referral bonus. If you know of anyone or have clients who close on the purchase of this agency, I’ll give you $10,000 on the day of closing.This is a prime opportunity to acquire a well-established business with strong growth potential.For more information, please contact:Name: J.PPhone number: 404-434-1004Email: Insuranceagencyforsale404@gmail.com

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