North San Antonio CPA Firm

SOLD

The seller of this growing north San Antonio CPA firm is approaching retirement and seeking a CPA buyer that is not currently involved in the financial services industry. The practice has a nice fee structure, good cash flow, and a large number of business clients. With an experienced staff, loyal clientele, and great referral sources, this firm offers lots of opportunity for a new buyer. Seller is available to assist with a smooth transition and is requiring the practice to remain in its current location after the sale.

Asking Price

$670,000

Annual Gross

$610,000

Revenue Breakdown:

8% Accounting, bookkeeping, and payroll

53% Income tax preparation services for individual clients

30% Income tax preparation services for business clients

6% Tax planning

3% Miscellaneous 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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