Austin CPA Firm
The Opportunity
This Austin CPA firm is a high-quality, well-established firm located in a prime area, serving a diverse portfolio that includes the construction, restaurant, and service industries. Unlike many traditional firms, this practice features a client base primarily aged 50 and younger, offering long-term retention and growth potential.
Key Highlights
• With 90% of clients preferring virtual interaction, this firm offers incredible flexibility for remote work or a hybrid model but a local presence will still be necessary.
• The office space is available for lease or purchase to suit your growth strategy.
• The seller is seeking a CPA buyer to continue the firm’s trajectory of organic growth and exceptional service.
• SBA and conventional lending options are available for this listing.
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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