Wanted: CPA, bookkeeping or Tax firm

If you are currently seeking an exit strategy from your firm, a cash sale, and excellent multiples commensurate with your client base and profit margins, business has an ideal opportunity for you.

A CPA, investor, and operator/entrepreneur has retained us to locate a practice meeting these criteria: 1) grossing between $1mm and $3mm per year; 2) encompassing any combination of bookkeeping, tax, and audits; 3) producing net margins of at least 40% preferred; and 4) operating in the Tampa, Dallas, or Chicago metro areas.

This buyer brings years of experience buying, operating, and growing successful businesses and is open to the seller remaining with the practice post-sale to assist with transition and to maximize client retention and satisfaction. The buyer also has ample cash reserves to seamlessly close a cash deal; additionally, his strong financial profile will allow him to easily to secure additional funding (via an SBA loan) for larger transactions.

The buyer’s long-term plan is to buy a practice, hold it, and grow it into a bigger and better operation—a goal for which he has a proven record of success in other industries. Of course, business stands ready to assist him with our expertise in growing successful practices.

This is a superb opportunity, and competition among sellers to secure this buyer will be strong. To assure your practice is under consideration, act quickly. For more information and to schedule a meeting, contact me.