(403) 402-2679

Located in a small town in the High River region of southern Alberta, this full-service practice has a stellar track record of growth. Originally operated by only a sole practitioner, the practice has grown to a few CPA partners and gross revenues over $1.4M. As the partners are now preparing for retirement, they are committed to ensuring a successful transition for the new owner(s). There are full-time staff members who would stay on after the transition.

Ideally, the successor should have some background in ag and farm accounting and taxation.

The practice offers compilation, audit, review, consulting, bookkeeping/payroll, trusts, and personal tax services. Just under ~50% of the billings derive from compilation engagements, with another ~25% for personal tax and the remaining ~25% for other services (including assurance). The practice uses CaseWare and TaxCycle for tax preparation as well as Microsoft products and TPS for practice management.

The building would be available for sale as a separate transaction alongside the purchase of the practice. As the practice primarily gains clients by referral, a marketing strategy would easily grow the client list. It would make an excellent satellite office.

Should you be interested in this opportunity, please contact us at any time.