Rare opportunity to acquire a tuck-in of $1.2M of business clients mainly in the $3K - $50K fee bracket. This is a contemporary practice using cloud based systems and all the team work from home.  

The practice has been established over 30yrs but the current practitioner is only early 40ies.  Is wanting to sell the practice to move away from managing the business but wants to stay on with the purchaser handling client work.   Most of the staff live Inner Northside.

The culture of the practice has been to provide a holistic range of services to the clients and not just tax compliance.   A viable Financial Planning joint venture has been in place for many years and is not for sale but would be able to provide services to the clients of the firm that this practice tucks in with.