Loveland CPA Firm

SOLD

With a large number of business clients and a great staff in place, this Loveland CPA firm is poised and ready for a new owner. The seller is willing to assist with transition and would like to continue working for a year if needed. Practice can stay in its current location as building is available for continued lease or for sale.

Asking Price

$690,000

Annual Gross

$690,000

Revenue Breakdown:

7% Accounting and bookkeeping

9% Payroll

47% Income tax preparation for individual clients

23% Income tax preparation for business clients

2% Income tax preparation for other clients

9% Tax Planning

3% Business start-up, consulting and miscellaneous income

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6 Steps To Success For Buyers

Our experience in the industry makes the transaction simple.

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1. Know Your Options

Before making a purchase, know your options. Are you looking to start a business organically? Or do you want to purchase an existing firm?

2. Know What You Want

So you know you want to start your business, but there are still a lot of questions that can only be answered by you. It's time to evaluate the details.

3. Evaluate Resources

Evaluating resources doesn't just mean money, but it often does start with your fiscal ability. Determine what financial resources you have available.

4. Search for the Right Practice

Determine your ideal business, then explore our listings of accounting firms for sale nationwide. Our inventory updates monthly, so stay open to evolving opportunities.

5. Negotiate to Win

Mastering negotiation is key. We aim for win-win deals with fair terms, balancing flexibility with focus on favorable outcomes for both sellers and buyers.

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6. Transition

Post-purchase, prioritize building strong relationships with employees and clients to ensure continuity and exceed expectations, securing the success of your new venture.

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