Durham EA Firm
The Opportunity
This Durham-based EA firm offers a nice opportunity for a CPA, EA, or experienced tax professional to acquire a practice with deep community roots and a turnkey operational structure. Located in a thriving, high-growth corridor, the firm is supported by a loyal, long-term client base and an established team in place, ensuring stability from day one. The current owners are committed to a seamless transition, and the office location is available for continued lease, providing immediate continuity for both staff and clients.
Key Highlights
• Turnkey Transition: Fully staffed and seller-assisted handoff.
• Balanced Revenue: A strong core of individual tax complemented by business and trust work.
• Strategic Location: Situated in a high-traffic area with significant upside for growth.
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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