North Nashville Area CPA Firm (Partial Sale)

SOLD

The seller of this north Nashville area CPA firm (partial sale) is selling to focus on other business interests. Well-established in the area with a loyal and stable clientele, the firm would be a great start for a CPA ready to own their own business. Location is available for continued lease if desired and owner is available to assist with a smooth transition

Asking Price

$308,000

Annual Gross

$308,000

Revenue Breakdown:

9% Accounting, bookkeeping, and payroll services

48% Income tax preparation services for individuals and other clients

26% Income tax preparation services for business clients

7% Reviews and compilations

10% Non-tax consulting and other 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.

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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