Wanted: Accounting Practice-San Francisco Bay area

Sell your virtual or brick and mortar practice for cash

If you own a practice in the San Francisco Bay area, or a virtual firm anywhere in the United States, broker can introduce you to an investor-operator who may be interested in buying your practice.

Investor-Operator Profile:
The investor-operator is a proven sales professional and CPA (inactive) with 20+ years of experience working with enterprise organizations and high-net-worth individuals. He is also an accredited investor with outstanding credit and significant financial resources.

He believes in the following operational core tenets in running a business, as expressed in his words:

Employee empowerment: We value and invest in our employees, fostering a supportive and collaborative environment where each person can grow and thrive.

Client-Focused: We prioritize the needs of our clients by providing personalized, attentive service that helps them achieve their goals.

Community Engagement: We are committed to giving back to the community by supporting local initiatives, building strong relationships, and contributing to the area we serve.

Targeted Practice Profile and Details:

Targeted practices gross between $1.35 and $3mm per year in top line revenue.

The buyer’s goal is to grow the business, so he is seeking practices with growth potential.

The buyer seeks a seller who is willing to remain with the practice up to 12 months to help train a replacement for the seller’s current leadership role in the firm.

If your practice meets the above criteria, and you are ready to sell, reach out to me.

With the practice sale marketplace exploding, now is a great time to consider your exit plan to capitalize on today’s higher valuations. Valuations will not remain this high for long; competition for buyers will increase greatly with 30,000 firms projected to hit the market in the next three years.