Greeley Bookkeeping Firm

SOLD
This Greeley Bookkeeping & Tax Firm would be a great addition to an existing firm or a great place to start for someone wanting to be their own boss! This is a partial sale as the seller will continue to service some tax clients after the sale. The income tax preparation revenues are from associated tax returns for the bookkeeping and payroll clients being sold. The firm will need to be relocated from its current location after a sale but will need to remain in the local area.
Asking Price
$280,000
Annual Gross
$255,000
Revenue Breakdown:
85% Bookkeeping and payroll services
15% Income tax preparation services

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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.

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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.

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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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