Financial Audit and Accounting Firm Servicing the Dallas and North Texas Market

Southwest US
Financial
Client Code: BM021821
Revenue (Internal): $511,928
EBITDA (Internal): $139,848

This firm is a public accounting firm that provides audit, review, taxation, and compilation services. It serves a variety of clients including businesses and individuals, but specializes in providing auditing services for nonprofit and governmental entities. 

Key Aspects
  • Great reputation with governmental entities and nonprofits in Texas
  • Offers a wide range of services including audit, review, taxation, and compilation write-up services
  • Compound annual growth rate of 30.9% of net profit from 2017 to 2019
  • Niche customer market of government and nonprofit entities including agricultural co-operatives across the state of Texas
  • Knowledgeable and experienced staff
  • Limited competition in specialized audit areas
Opportunities
  • Expand its specialized niche audit markets
  • Expand in the growing local market area and the Metroplex
  • Invest in the addition of more skilled staff
  • Incorporate social media presence in advertising and marketing efforts
Headquartered
  • Greenville, Texas
  • Greater Dallas Area
Current Markets
  • This firm primarily serves the Greenville, Texas and greater Dallas/Fort Worth areas.
Real Estate
  • The firm operates from a 4,800 square-foot office located in Greenville, Texas, which is approximately 50 miles northeast of Dallas. There is room for expansion within the facility. The property is owned by the majority owner and is available for lease or as part of a transaction.