Aurora CPA Firm

SOLD

This Aurora CPA firm is priced to sell! The seller is ready to sell the business and pursue other business interests but will be available to assist a buyer with a smooth transition of the client base. The firm is growing and offers a nice mix of services. The client base includes a large number of business clients and the firm provides a very nice cash flow to the owner!

Asking Price

$495,000

Annual Gross

$420,000

Revenue Breakdown:

23% Accounting and bookkeeping services

59% Income tax preparation services for individual clients

18% Income tax preparation services for business 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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