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Broward County, Florida, Practice Fact Sheet

Practice Fact Sheet:

Broward County, Florida
Supplied by New Clients, Inc.

Total Gross Income:

$1.2mm (projected gross annual revenue for 2025)

Net Profit:

$500K – $600k+ includes Owner add backs

Purchase Price:

$2mm – Financing available to qualified applicants. Various programs available. Call for details.

Year Established:

2022

Accounting, bookkeeping, Compilations:

Monthly Clients:  38     Avg. Fee: $986 Total: $450,000
Annual Clients:   113 Avg. Fee: $         Total: $ 750,000              

Process a total of 151- 175 individual returns as well as their related entities. Breakdown below:

Corp: 27
S-Corp – 94
Partnership: 49
Fiduciary: 12
Exempt org: 5

Audits, Reviews

Compilations: 2 Total: $ 17,500

Other Services

Payroll, Sales Tax, Entity Creation, $5K tax exempt entity  Total: $ 500

Full-time Employees:

6

Part-time Employees:

2

Computer Software:

CCH Axcess, QuickBooks, Internal Bookkeeping Software, MS Office 365.

Description of Clientele:

Small business owners, professionals and a few high net worth.  Mostly focused on high earners who want tax planning and business owners.

Description of Area:

Serve north Miami suburbs and affluent areas of South Florida.

Seller is requesting the following additional information from buyer:

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:

Bruce Clark
1-856-304-1035
E-mail: bruce@newclientsinc.com

Sincerely,

Bruce Clark, CEO
Author, NCI Effect, Explosive Client Growth Plan for Accountants and CPAs
Beyond the NCI Effect, Sales Strategies That Matter to Grow an Accounting Practice
Author of the ebook, The Seven Secrets to Selling Your Practice on Your Terms