Tulsa CPA Firm
The Opportunity
This highly profitable, single-owner CPA firm presents an outstanding opportunity for an ambitious CPA or expanding practice to acquire a premier client portfolio in the growing Tulsa metropolitan area.
Practice Highlights
• Proven Track Record: Long-standing, well-established firm with high client retention.
• Desirable Client Portfolio: Serves a loyal clientele featuring high-net-worth individuals and a strong base of recurring business clients.
• Location Flexibility: Turnkey office setup that can remain in its current, strategic location.
• Smooth Ownership Transition: Owner is committed to providing hands-on transition support to ensure seamless client retention for the buyer.
• Strong Profitability: Delivers impressive owner cash flow.
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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