Accounting Firm
Dane County, Wisconsin
Listing ID: 25-006

Business Overview

This well established Accounting firm has 30+ year history serving the Madison-metro and surrounding areas. The firm has incredibly strong client and employee retention which has allowed them to scale their Accounting, Tax, and Payroll revenue streams.

Clients of the firm are comprised of small business owners and individuals — demographics that have proven to be loyal and an extremely strong customer referral source. There is no easier way to scale your current firm or launch a practice of your own than acquiring an operating practice — it has clients, systems, and revenue already in place.

The owner is preparing for retirement and selling the business excluding the accounts personally managed by another family member. The buyer will purchase this portion of the business and also obtain the brand rights, website, phone numbers, FF&E, and staff. In essence, the business minus a select set of accounts.

Lastly, the owner will provide a generous transition period and is willing to stay on as a part-time employee for an extended period of time if the buyer chooses.

To request the Offering Memorandum and financials, please fill out the form below.