Ark-La-Tex CPA Firm

AVAILABLE

The sellers of this Ark-La-Tex CPA firm are approaching retirement and seeking a CPA buyer for the firm. With a strong fee structure, a nice cash flow, a loyal clientele along with a stable staff in place, this practice will be attractive to interested buyers. Owners are available and willing to assist with a smooth transition of the firm and current location may be available for continued lease.

Asking Price

$1,200,000

Annual Gross

$1,200,000

Revenue Breakdown:

30% Accounting, bookkeeping, and payroll

42% Income tax preparation service for individuals

26% Income tax preparation services for business clients

2% Income tax preparation services for other clients

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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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