New Clients, Inc.Western Kentucky Practice Fact Sheet
Practice Fact Sheet:
Western, Kentucky
Supplied by New Clients, Inc.
Total Gross Income:
$3.24mm
Net Profit:
$2mm EBITDA with Owner add backs
Purchase Price:
– Financing available to qualified applicants. Various programs available. Call for details.
Year Established:
1999
Wealth Management:
| AUM as of July 2026: $174.47mm | Total Gross Revenue: $3.24mm |
Accounting, Bookkeeping, Compilations:
| Monthly Clients: 90 | Avg. Fee: $450 | Total: $486,000 |
Income Tax:
| Individuals: 583 | Avg. Fee: $538 | Total: $313,654 |
| Corporate: 96 | Avg. Fee: $940 | Total: $ 90,240 |
| Trust: 19 | Avg. Fee: $564 | Total: $ 10,713 |
| Non-profit: 4 | Avg. Fee: $465 | Total: $ 1,859 |
Computer Software:
Drake, QB Online
Other Information:
Wealth Management is driven by tax practice.
Description of Clientele:
SMB, Retirees, Pre-retirees
Description of Area:
Western Kentucky.
Buyer Inquiry:
To help us better serve you and your needs, please fill out the below 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
[email protected]
Sincerely,
Chris Clark
Practice Sales Specialist
