Wanted Accounting practice in the greater NYC area

Energetic Cash Buyer Seeking Vibrant NYC CPA or Virtual Firm to Purchase

A dynamic, rapidly growing firm based in New York City has engaged broker to identify an acquisition opportunity within the greater NYC area. The buyer is
seeking a well-established accounting practice with annual gross revenue between
$500,000 and $1,500,000. Notably, this buyer is keenly interested in a practice that
embraces both virtual service delivery and a physical office presence.


The acquiring firm is characterized by an energetic culture and strong growth
aspirations; bolstering this growth plan is ten years of robust accounting expertise in
bookkeeping, individual tax preparation, and outsourced CFO services.


Post-acquisition, the buyer seeks a seamless transition and will prioritize strong client
retention; preserving the legacy and reputation of the acquired firm for existing and
future clients is a top priority. To assure this, the seller should be willing to remain with
the practice through at least the upcoming tax season, with a negotiable option for a
longer-term, part-time arrangement, if the seller is interested.

This is a compelling opportunity for any NYC-based firms considering a sale or
partnership. If you or someone you know fits this profile, or might be interested in
exploring this opportunity further, please contact us to schedule a confidential
discussion.