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acquisition &
management
of tax and
financial
firms
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  • Annual revenue that ranges from $500,000 to $1,500,000 (we will acquire practices with as little as $100,000 in revenue if located within close proximity to one our existing offices)
  • Tax practices may include bookkeeping, payroll audit, financial planning, etc.
  • Average tax return fees that range between $400 to $2,000 per return for individuals
  • Owner participation for at least the first tax season following the purchase. We encourage owners to stay on as long as possible for the best transition
  • Solid employees in place including at least one strong tax and administrative staff member who will stay with the company after the purchase (not required for smaller practices within close proximity to one of our other offices)
  • Locations are limited to the San Francisco Bay Area, Central Coast, Sacramento Region and Southern California

We are interested in speaking to you today about the purchase and future of your firm大发快三免费计划网页免费

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