This full-service tax, accounting, and business/estate planning law firm is an “alternative business structure” under Arizona’s unique laws allowing lawyers and nonlawyers to practice together. This nearly fully-remote Arizona firm was established in 2017 and offers an “all under one roof” approach, providing a seamless experience for its client base, consisting primarily of small to medium-sized business owners and nonprofit organizations. With 2024 gross revenue exceeding $2 million, this firm has built a strong reputation for delivering tax, accounting, CFO Advisory, and legal services—all in one place. Currently, there are approximately 300 total clients. The Practice’s service by revenue breakdown is 38% tax, 25% legal, 16% non-profit, 15% CFO Advisory, and 6% bookkeeping. The Practice’s success can largely be attributed to its established name and loyal clients who have grown to trust the services it provides. The practice currently employs seventeen (17) individuals, including dedicated contractors and the owners, who are willing to provide transition assistance and help with goodwill transfer, business development, and other “mentoring” functions for an agreed-upon period. This is an excellent opportunity to acquire a one-stop-shop tax, accounting, & business law firm with a strong foundation, experienced staff, consisting of lawyers, CPAs, and EAs, and room for further expansion. The owners are willing to break off the legal practice and sell only the tax, accounting, and CFO Advisory practice for the right buyer.
Thriving “All-in-One” Tax, Accounting & Law Firm
Thriving “All-in-One” Tax, Accounting & Law Firm
This full-service tax, accounting, and business/estate planning law firm is an “alternative business structure” under Arizona’s unique laws allowing lawyers and nonlawyers to practice together. This nearly fully-remote Arizona firm was established in 2017 and offers an “all under one roof” approach, providing a seamless experience for its client base, consisting primarily of small to medium-sized business owners and nonprofit organizations. With 2024 gross revenue exceeding $2 million, this firm has built a strong reputation for delivering tax, accounting, CFO Advisory, and legal services—all in one place. Currently, there are approximately 300 total clients. The Practice’s service by revenue breakdown is 38% tax, 25% legal, 16% non-profit, 15% CFO Advisory, and 6% bookkeeping. The Practice’s success can largely be attributed to its established name and loyal clients who have grown to trust the services it provides. The practice currently employs seventeen (17) individuals, including dedicated contractors and the owners, who are willing to provide transition assistance and help with goodwill transfer, business development, and other “mentoring” functions for an agreed-upon period. This is an excellent opportunity to acquire a one-stop-shop tax, accounting, & business law firm with a strong foundation, experienced staff, consisting of lawyers, CPAs, and EAs, and room for further expansion. The owners are willing to break off the legal practice and sell only the tax, accounting, and CFO Advisory practice for the right buyer.
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