Successor to a 30+ year old CPA firm, the current owners have been in place for eleven years. Tax, bookkeeping and prepared financial statements in a rural Wyoming setting. The current majority partner is also the majority partner in two other regional CPA firms and does not have the time to aid in developing this firm. The minority partner (not a CPA) will also sell their interest to the buyer, but would like to retire in five years. The minority partner has 100% of the client contact, they would be ideally suited to lead the office through a multi-year transition to the new owner.
Location: Fremont County, Wyoming
Annual Gross Collections: $424,806
Year Established: 30+
Services Provided: 50% Tax, 50% Accounting, Bookkeeping, Payroll
Current Clients: 599
Employees: One minority Partner that has 100% of client relationships. This Partner is committed to the transition to ensure that the clients are serviced.
Client Description: Very little client attrition. We have 599 current client relationships. Average Revenue per client relationship is over $709
Software: ProSystems F/X, Quickbooks
Buyout Terms: 50 % down pay out of collections for 24-36 months-negotiable
Contact for this listing: Douglas Hardy (907)250-6686, firstname.lastname@example.org
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Seller Reference #WY-02012017
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