Odessa, Texas Practice Fact Sheet

Odessa, Texas
Supplied by New Clients, Inc.

Total Gross Income:

$1.68mm

Net Profit:

$534,521with Owner add backs

Purchase Price:

$2.1mm – Financing available to qualified applicants. Various programs available. Call for details.

Year Established:

1960 and acquired by the current owner in 2013

Computer Software:

Thomson Reuters CS and Checkpoint; Lacerte for taxes

Description of Clientele:

Very diverse range of business clients, from dentists to very large ranches.  Some oil working interests; numerous oilfield service companies.  They also prepare returns for trusts, estates and non-profits.  They have a growing number of CAS (Client Advisory Services) and CFO service clients who are on monthly subscriptions.

Description of Clientele:

While primarily focused on clientele in the Permian Basin, they do serve a number of clients with ranches and other businesses in New Mexico and Oklahoma.  They also prepare tax returns for business clients based in Texas but with operations in numerous other states.  They have also prepared returns for several years for a couple of clients who reside overseas.

Buyer Inquiry:

To help us better serve you and your needs, please fill out the below form.  

• Buyer Inquiry Form

Once the above items are provided to NCI, I will arrange a mutually convenient time to view this practice. Any questions, please call.

Interested Parties Should Contact:

David Powell
Practice Sales Specialist
New Clients Inc.
Cell phone: 281-705-5436
dave@newclientsinc.com

Sincerely,
David Powell
Practice Sales Specialist