Wanted CPA Firm Middle & South Atlantic states

An Interesting Opportunity: Financial & Operational Leader Seeking Dynamic CPA Firm to Buy!!!

A seasoned financial and operational leader with 14+ years of experience—and an MBA from NYU Stern—is actively seeking to acquire a well-managed accounting or CPA firm in the Middle and South Atlantic states, with particular interest in the Greater Philadelphia–Lehigh Valley region and across Central and South Jersey.

The buyer is looking to transition from a successful career in institutional finance to build a business rooted in long-term relationships, continuity, and community values. With two young children, he’s motivated not only by professional ambition but by a desire to create something lasting—grounded in client trust and personal impact.

The ideal firm would have $1.2M to $1.8M in gross revenue, with core services including tax preparation, bookkeeping, payroll, and general accounting. The buyer is open to traditional, virtual, or hybrid setups. A smooth transition is a top priority, and the seller’s continued involvement—especially through the first tax season—is welcomed and negotiable.

He brings extensive experience in client relationship management, with a strong focus on service, retention, and long-term success. He also has a solid track record in team development, process improvement, and business growth. The buyer is pre-qualified for a substantial amount of funds for a purchase and ready to move forward quickly with the right opportunity.