Business Description

This established accounting and tax practice in southeastern Wisconsin offers a turn-key opportunity for a CPA or tax advisor to own their own firm. With over 15 years of experience, the practice boasts a knowledgeable staff and a reliable year-round cash flow. By providing a mix of comprehensive tax and accounting services to business owners and individuals, the firm maintains a steady client base with minimal advertising. The independently owned firm ensures diverse revenue streams, including accounting and bookkeeping services, and enjoys a high percentage of repeat business from its loyal clients. The ideal buyer would be a CPA with at least 5 years of experience or another firm seeking to expand and boost their clientele. The seller of the practice is not interested in leasing the real estate, thus offering the opportunity to purchase both the business and the property. Additionally, a reasonable transition period can be negotiated to ensure a smooth handover. Managed by Sunbelt Business Advisors of Wisconsin, under the leadership of Managing Partner Ed Krajcir and M&A Advisor Bob Wood, this