Tax Practice Book of Business
Well-curated tax practice presents a rare opportunity for a buyer seeking to acquire a book of business with a balanced workload with limited in-person interaction. The high-quality client base is comprised of appreciative, long-term clients who value responsive individualized attention and are willing to pay a premium for high-quality service. The firm’s reputation is based upon being approachable and supportive, providing accounting advice and strategic business consulting leading to lasting client relationships. With outstanding cashflow and low owner hours at approximately 1,200 per year, this tax practice offers both flexibility and unmatched financial performance. The firm does not engage in any formal marketing, presenting a significant growth opportunity in this high-end market. Ideal for a buyer looking for a solid foundation to establish themselves in the Aspen/Snowmass market or to add a book of business to an existing tax practice.
650 sf of leased office space, but may be relocated or operated semi-remotely.
Other CPA practices in the Aspen/Snowmass area.
Opportunities to expand the business include networking and social media advertising, plus just being in the market…most established practitioners in the area are aging/nearing retirement and many are not taking new clients.
Seller will provide effective training and knowledge transfer to the Buyer in all matters relating to Company operations.
Retirement.
"*" indicates required fields
Well-curated tax practice presents a rare opportunity for a buyer seeking to acquire a book of business with a balanced workload with limited in-person interaction. The high-quality client base is comprised of appreciative, long-term clients who value responsive individualized attention and are willing to pay a premium for high-quality service. The firm’s reputation is based upon being approachable and supportive, providing accounting advice and strategic business consulting leading to lasting client relationships. With outstanding cashflow and low owner hours at approximately 1,200 per year, this tax practice offers both flexibility and unmatched financial performance. The firm does not engage in any formal marketing, presenting a significant growth opportunity in this high-end market. Ideal for a buyer looking for a solid foundation to establish themselves in the Aspen/Snowmass market or to add a book of business to an existing tax practice.
650 sf of leased office space, but may be relocated or operated semi-remotely.
Other CPA practices in the Aspen/Snowmass area.
Opportunities to expand the business include networking and social media advertising, plus just being in the market…most established practitioners in the area are aging/nearing retirement and many are not taking new clients.
Seller will provide effective training and knowledge transfer to the Buyer in all matters relating to Company operations.
Retirement.
"*" indicates required fields
Well-curated tax practice presents a rare opportunity for a buyer seeking to acquire a book of business with a balanced workload with limited in-person interaction. The high-quality client base is comprised of appreciative, long-term clients who value responsive individualized attention and are willing to pay a premium for high-quality service. The firm’s reputation is based upon being approachable and supportive, providing accounting advice and strategic business consulting leading to lasting client relationships. With outstanding cashflow and low owner hours at approximately 1,200 per year, this tax practice offers both flexibility and unmatched financial performance. The firm does not engage in any formal marketing, presenting a significant growth opportunity in this high-end market. Ideal for a buyer looking for a solid foundation to establish themselves in the Aspen/Snowmass market or to add a book of business to an existing tax practice.
650 sf of leased office space, but may be relocated or operated semi-remotely.
Other CPA practices in the Aspen/Snowmass area.
Opportunities to expand the business include networking and social media advertising, plus just being in the market…most established practitioners in the area are aging/nearing retirement and many are not taking new clients.
Seller will provide effective training and knowledge transfer to the Buyer in all matters relating to Company operations.
Retirement.