Denver CPA Firm

SOLD

This Denver CPA firm has lots to offer, including a great mix of work, a large number of business clients and a trained staff in place! The seller is seeking a sale to pursue other business interests but will be available to assist with a smooth transition of the business after the sale. The office building is available for lease or for sale.

Asking Price

$465,000

Annual Gross

$441,000

Revenue Breakdown:

29% Accounting, bookkeeping and payroll services

27% Income tax preparation services for individual clients

23% Income tax preparation services for business and other clients

2% Tax planning

11% Non-tax and IT consulting

8% QB Subscription sales

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Other Active Colorado Listings

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Virtual Colorado-Based Attest Client List

Asking Price

$315,000

Annual Gross: $243,000

Listing #: CO1034

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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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