Princeton CPA Firm

NEW

The Opportunity
Exceptional opportunity to acquire a highly profitable, single-owner CPA practice located in the Princeton, New Jersey market. This streamlined, turn-key firm boasts a loyal client base, a robust fee structure, and high cash flow with minimal overhead—as the current owner operates without payroll overhead expenses.

Operating on a part-time schedule for the owner, this practice offers substantial upside to a CPA buyer looking to expand capacity, introduce advisory services, or integrate the client base into an existing regional firm. Practice will need to be relocated nearby upon acquisition.

Key Highlights
• High Margin & Low Overhead: No staff payroll expense maximizes owner cash flow.
• Flexible Workload: Currently operated on a part-time commitment by the seller.
• Established & Stable: Deep-rooted, loyal client relationships providing steady recurring revenue.
• Geographic Flexibility: Easy relocation within the immediate Princeton area.

Asking Price

$395,000

Annual Gross

$320,000

Revenue Breakdown:

4% Accounting, Bookkeeping & Payroll

57% Individual Income Tax Preparation

5% Income Tax Preparation for Businesses, Trusts & Non-Profits

21% Audits

13% Reviews

I Want to Know More About this Listing!

How to Buy with Confidence

Our experience in the industry makes the transaction simple.

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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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