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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Asking Price

$315,000

Annual Gross: $243,000

Listing #: CO1034

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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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