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Winnebago County, WI
Established NE Wisconsin Tax & Accounting Practice, 90% Recurring
Asking Price
$635,000
Revenue
Call/Email
Down
$635,000
Cash Flow
Call/Email
Name: Aaron Johnson
Name
Aaron Johnson
Description
A core of monthly bookkeeping engagements provides steady, recurring revenue that carries the practice through the off-season, while tax season delivers the annual peak. The Company has added a net 40 to 50 new clients per year for the past three years without paid marketing, driven by referrals and inbound inquiries as many area firms have stopped accepting new clients. Fees have historically been set below market, leaving a new owner clear room to grow revenue within the existing client base. The practice is led by an Enrolled Agent and does not perform audits, reviews, or compilations requiring a CPA license, keeping the service model simple and transferable.
The practice has netted 40 to 50 new clients per year for the past three years, largely through inbound demand, while several local competitors have stopped accepting new clients. The owner acknowledges fees sit below market, giving a buyer an immediate pricing lever. Adding a second producer would allow the buyer to absorb the current inbound demand rather than turning it away.
https://tworld.com/locations/WI/northeast-wisconsin/listings/Established-NE-Wisconsin-Tax-Accounting-Practice-90-Recurring
Business Details
Year Established:
2013
Reason for sale:
Retirement
Lease & Tenant Information
Lease Options:
$1,007
Other Information
Listing Number:
60402-642056
Posting Information
Posting ID:
ID tw:92258 / Listing Number 60402-642056
Business Category:
Accounting
Keywords:
Transworld
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Posting Title
Established NE Wisconsin Tax & Accounting Practice, 90% Recurring
Posting ID
#*4f25b71bf80b1ae3c9631c81a097d24c*92258
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