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I'm an experienced Tax, Accounting and Bookkeeping professional, and I'm here to help you decrease your burden. I provide a wide range of Tax, Accounting and Bookkeeping services to my small business clients.
My goal is to help you lighten your current client load, change your mix of client work, or provide you with an exit strategy.
My proposal is to collaborate on a fractional buyout of clients with recurring revenue to you as the seller.
As part of my growth strategy, I'm interested in purchasing some clients from tax, accounting, and bookkeeping firms. I recognize the trust your clients place in you, and I'm committed to maintaining that trust.
Contact me today to schedule an appointment to see how I can help you.
Here are some questions to consider:
I'm looking for several Tax, Accounting or Bookkeeping firms that would be interested in selling some of their individual or small business clients.
Please reach me at info@ThriveAccountingGroup.com if you cannot find an answer to your question.*
Thrive Accounting Group LLC is a tax, accounting and bookkeeping firm that provides professional services and advice to small business clients.
This is a situation in which a firm is willing to sell several or more of their clients to my firm. There are usually a variety of reasons that a firm might be interested in selling their clients to me.
Some of these reasons are:
The ideal client would be a:
The selling firm would communicate with their client that they are bringing in a new tax and accounting associate to help handle the workload. The client would then be assigned to me to manage and service the account.
The selling firm would continue to be involved in the background in order to work with me to retain and build the client relationship. Over time, the client relationship would be fully transitioned to me.
The selling firm would be paid 50% of the revenue generated from that client for the first year based on the existing services that the selling firm was rendering at the time of the signed agreement.
In year 2, the selling firm would be paid 30% of the revenue generated in that year based on the existing services that the selling firm was rendering at the time of the signed agreement.
In year 3, the selling firm would be paid 20% of the revenue generated in that year based on the existing services that the selling firm was rendering at the time of the signed agreement.
The client purchase payments to the selling firm would end after the 3rd year.
If our firm cross-sells additional services to the client, during the first year only, the selling firm would receive 15% of that revenue as a referral fee.
Yes, the sample terms listed above are there only as a starting point for discussion. This is meant to be a win-win-win situation. All parties involved need to benefit from the transaction.
The actual terms will be customized to the sellers unique situation. We would like to have an open discussion to find a suitable plan so that the needs of both the seller and buyer are met.
The ultimate terms of the sale are intended to be discussed, planned and executed for the benefit of all.
I feel that with a longer-term payment structure everyone involved will be more committed to the success of the long-term relationship.
I would include a clause in the final agreement that would provide for either the buyer or seller to walk away from the agreement without penalty with a 30-day written notice within the first 90 days of the agreement. Any payments owed to the seller or buyer would be paid on collected balances.
I strongly believe in building long-term relationships with my clients. My approach is to provide personalized service and to be available when my clients need me. I work closely with my clients to understand their unique needs and goals.
*Disclaimer: the information contained in this website is for informational purposes only and is intended only to provide general information.
Thrive Accounting Group LLC
info@thriveaccountinggroup.com
Ph: (435) 266-4448 ----- Fax: 801-997-5772
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1252 N 1100 E, American Fork, UT 84003