Lincolnwood CPA Firm

SOLD

A nice fee structure, a desirable mix of services, along with a great cash flow to the owner are just a few reasons to take a look at this Lincolnwood CPA firm. The seller is seeking a sale to pursue other business interests and will be available to assist with a smooth transition of the business to a new owner. The seller is seeking a buyer who is a CPA, EA or other experienced tax professional. The office lease is assumable.

Asking Price

$250,000

Annual Gross

$200,000

Revenue Breakdown:

65% Monthly accounting and bookkeeping services, including some individual and business tax return billings

35% Income tax preparation services for other individuals and 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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