NW Charlotte Area CPA Firm

SOLD

The seller of this CPA firm in the northwest part of Charlotte is approaching retirement. Firm offers a nice mix of revenues and a good cash flow to the owner. Seller is seeking a CPA buyer and would like the new owner to continue leasing the current office space for a period of time.

Asking Price

$100,000

Annual Gross

$110,000

Revenue Breakdown:

53% Accounting and payroll services

26% Income tax preparation services for individuals

9% Income tax preparation services for business clients

9% Audit (1) and Review (1)

3% Miscellaneous services

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NEW

Durham EA Firm

Asking Price

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Annual Gross: $350,000

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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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