South Ft Worth

AVAILABLE

The motivated seller of this CPA firm in south Ft Worth is approaching retirement and is seeking a buyer for the firm. The practice boasts a loyal clientele, about half of which speak both Spanish and English. The firm is well-staffed with experienced employees, and most are bilingual as well. The practice can remain in its current location following a sale and owner is willing to assist with a smooth transition. Some seller financing could be available for a qualified buyer.

Asking Price

$515,000

Annual Gross

$515,000

Revenue Breakdown:

20% Accounting and bookkeeping services

59% Income tax preparation services for individuals

18% Income tax preparation services for business clients

3% Misc services-sales tax, franchise tax, 941s, W-2s, 1099s

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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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