SE Tulsa Metro Area CPA Firm

SOLD
There are so many things to like about this growing CPA firm in the SE Tulsa metro area, including a great location, nice mix of services and a strong cash flow to the owners! The client base includes a large number of business clients and offers a good “year round” stream of revenues. The owners are willing to assist with a smooth transition of the business and the office building is available for continued lease or for sale.
Asking Price
$2,000,000
Annual Gross
$1,800,000
Revenue Breakdown:
24% Accounting and bookkeeping services
34% Income tax preparation services for individuals
26% Income tax preparation services for business and other clients
4% Reviews (8)
12% Other services (franchise tax returns, sales tax reports, business consulting and property renditions)

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Other Active Oklahoma Listings

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Tulsa Area CPA Firm
Asking Price
$2,600,000
Annual Gross: $2,300,000
Listing #: OK1024
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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.

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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.

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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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