Manchester Area CPA Firm (partial sale)
The Opportunity
A book of business of a long-established, highly reputable CPA practice located in the Manchester, New Hampshire area comprised of tax preparation services, compilations, and a review is now available for acquisition as the owner approaches retirement. Demonstrating a loyal client base and strong fee structure, this revenue stream provides a great opportunity for an individual CPA practitioner or an expanding regional CPA firm. Seller also performs not-for-profit audits and peer reviews and is open to selling these revenues as well to qualified buyer.
Key Highlights
• Established Reputation: Deeply rooted client loyalty with high retention across individual and business accounts.
• Flexible Facility Terms: The practice operates out of an owner-held office building. The space is available for either lease or purchase, ensuring operational continuity in its current location.
• Transition Support: The seller is committed to assisting during the transition period to ensure full client and operational retention.
• Optional Revenue Streams: Standalone opportunities available in non-profit audits and peer reviews, tailored to buyer preference.
Revenue Breakdown:
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How to Buy with Confidence
Our experience in the industry makes the transaction simple.
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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