FLORIDA

OVERVIEW - ABA Advisors represents this tax, accounting, payroll & consulting practice located in West Palm Beach, FL. There are three Partners of retirement age wishing to retire. The seller / partners would be available to assist in the transfer of clients.

THE PRACTICE - Founded 40 years ago, the current client base largely consists of closely held business, physicians, individuals and trusts. 47% of clients drop off their information at the firm’s office while 53% email or mail their information. The firm is paperless using DocuWare as their system. The firm does have several physician practices as clients. No one client is more than 10% of annual revenue. Clients are generally located in Palm Beach County. The firm does use engagement letters. The last peer review was 2022. Potential buyers for this firm should be a CPA. The sellers believe a presence in Palm Beach County would be most beneficial to the new owner. The seller would be available to assist in the transfer of clients. Business ID: FL-2053