Business Description

This well-established accounting and tax practice in southeastern Wisconsin has been serving a loyal client base for over 15 years. The firm offers a range of services, including tax preparation, accounting, and bookkeeping, resulting in steady year-round cash flow. With a strong reputation and repeat clientele, this turn-key practice presents an excellent opportunity for a CPA to step into an independent firm with knowledgeable staff already in place. Ideal for a CPA with at least 5 years of experience or a tax/wealth advisor firm seeking to expand, this practice provides a desirable mix of services and a diverse revenue stream. The business, which sees mostly returning clients and requires minimal advertising, is free from client concentration issues. The seller is looking to sell the business along with the real estate, offering a smooth transition period and potential for growth to the right buyer. The listing is managed by Ed Krajcir at Sunbelt Business Advisors of Wisconsin, facilitated by M&A Advisor Bob Wood. This opportunity includes the purchase of real estate valued