Northern Palm Beach County, Florida Practice Fact Sheet

Northern Palm Beach County, Florida
Supplied by New Clients, Inc.

Total Gross Income:

$1,061,000

Net Profit:

$454,786 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:

Income Tax:

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.  

• 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.

Please be advised that all information provided regarding practices for sale is based on details supplied by the owners. We strongly recommend that potential buyers conduct thorough due diligence before purchasing.

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