New Clients, Inc.Northern Palm Beach County, Florida Practice Fact Sheet
Practice Fact Sheet:
Northern Palm Beach County, Florida
Supplied by New Clients, Inc.
Total Gross Income:
$1,061,000
Net Profit:
$538,000 with Owner add backs
Purchase Price:
$1.2m – Financing available to qualified applicants. Various programs available. Call for details.
Year Established:
1995
Accounting, bookkeeping, Compilations:
| Quarterly Clients: | Payroll: 20 + write-up: 10 | Total: $46,000 |
Income Tax:
| Individuals: 640 & Trusts: 125 | Avg. Fee: $771 | Total: $590,000 |
| Businesses: 205 Corps/Partnerships | Avg. Fee: $2,073 | Total: $425,000 |
Full-time Employees:
3
Part-time Employees:
1
Computer Software:
Lacerte
Description of Clientele:
Retirees, high net worth professionals. Small business mostly professionals & service business.
Description of Location:
Located in one of the most affluent and rapidly growing markets in Palm Beach County. The firm serves a stable client base consisting primarily of business owners, retirees, professionals, investors, and family groups. Favorable demographics, strong local economy, and continued population growth provide an attractive environment for long-term client retention and future expansion opportunities. The area’s high concentration of affluent households and closely held business supports ongoing demand for tax compliance, tax planning, advisory, and estate-related services.
Buyer Inquiry:
To help us better serve you and your needs, please fill out the below form.
Interested Parties Should Contact:
Chris Clark
Practice Sales Specialist
New Clients Inc.
Cell phone: 856-404-0949
chrisclarknci@gmail.com
Sincerely,
Chris Clark
Practice Sales Specialist
