Edmond EA Firm

SOLD

This well-established EA firm in Edmond is seeking new ownership. With a large number of business clients and an experienced staff, this practice offers a great opportunity for an EA or CPA to purchase and become their own boss. The practice can remain in its current location after a sale and seller is willing to assist with a smooth transition.

Asking Price

$362,000

Annual Gross

$345,000

Revenue Breakdown:

14% Accounting and bookkeeping services

20% Payroll services

35% Income tax preparation services for individuals

24% Income tax preparation services for business clients

3% Income tax preparation services for trust and franchise clients

4% Misc. services

Sign up for Listing Alerts

We’ll email you as new listings are added in your selected area(s).

Listing Alerts

First Name *

Last Name *

Company Name *

Phone *

Email *

Primary State of Interest

Secondary State of Interest

Comments

If you are human, leave this field blank.

Other Active Oklahoma Listings

No data was found

How to Buy With Confiedence

Our experience in the industry makes the transaction simple.

Icon of person with options surrounding them

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 — ensures client retention and a smooth handoff.

Don't See What You're Looking For?

Be among the first to know when new listings become available in your area.