Virtual Colorado-Based Attest Client List
Opportunity
Expand your firm’s footprint with a highly streamlined, 100% remote client list ready for immediate absorption. Built by owners preparing for retirement, this profitable portfolio is ideal for an established CPA firm looking to scale their recurring revenue. Due to the requirements of attest work, the buyer must be a licensed CPA. Some onsite fieldwork will be required.
Key Highlights
• Virtual & Turnkey: Fully home-based operation with zero physical overhead or employee liabilities to assume.
• HOA Niche Expertise: High-retention client base primarily concentrated in Homeowners Associations (HOAs), supplemented by select non-public entities.
• Seamless Transition: Sellers are fully committed to assisting with client handoffs to ensure maximum retention.
Revenue Breakdown:
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How to Buy with Confidence
Our experience in the industry makes the transaction simple.
Phase 1:
Locating a Firm to Purchase
Start by analyzing your strengths to determine the ideal firm size and client mix for you. Assemble your team of advisors, get pre-approved for financing, and begin identifying acquisitions that are the right cultural and professional fit.
Phase 2:
Negotiations and Due Diligence
Bring a fair offer to the table that addresses price, terms, and any employment contract for the seller. After executing an offer or LOI, conduct a thorough review of tax returns, financials, and client demographics to confirm the firm's value.
Phase 3:
Closing and Transition
Finalize your closing documents, fund the purchase, and begin building relationships with clients and staff. A clear transition plan — often with the seller staying on briefly to assist with client retention and a smooth handoff.
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