South Tulsa CPA Firm

SOLD

The seller of this CPA firm located in south Tulsa is approaching retirement and is seeking a CPA buyer. With a loyal clientele, good fee structure and a large amount of fees collected monthly through ACH drafts, this is a great practice for an experienced CPA to go out on their own or for an existing practice to add a second location. Seller will assist with a smooth transition and practice can remain in its current space.

Asking Price

$760,000

Annual Gross

$750,000

Revenue Breakdown:

61% Accounting and bookkeeping services

29% Income tax return preparation services for individuals

3% Income tax return preparation services for business clients

5% Income tax return preparation services for other clients

2% Reviews (2)

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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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