Fort Collins Virtual CPA Firm

SOLD

The seller of this CPA firm in Fort Collins is approaching retirement and seeking a CPA or EA buyer. The practice has a lot to offer including a good fee structure, high net worth clientele, and a great cash flow. The owner works approximately 1,200 hours annually to generate the revenues, yielding a great quality of life firm. Client contact is primarily through a portal but having a regular local presence in the Fort Collins area will be beneficial. Seller is available for a smooth transition.

Asking Price

$295,000

Annual Gross

$225,000

Revenue Breakdown:

66% Income tax preparation services for individuals

27% Income tax preparation services for business clients

7% Income tax preparation services for trusts

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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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