Northern Lake County, IN CPA Firm
The Opportunity
Step into a thriving, highly reputable accounting practice strategically positioned in Lake County, IN, in a Chicago suburb near the IN/IL border. Boasting an enviable fee structure and excellent cash flow to the sole owner, this firm features a large loyal base of business clients that offers consistent, year-round revenue. The seller is committed to a smooth transition and is seeking a qualified CPA buyer but is open to an experienced EA and selling the attest work separately.
Key Highlights
• Robust Client Mix: A substantial portfolio of high-value business clients driving strong recurring revenue.
• Cash Flow: Exceptional profitability with a highly lucrative, strong fee structure.
• Turnkey Real Estate: The current location is owned by the seller and is available for lease or possible purchase.
• Financing: Lending options are available for this quality firm.
Revenue Breakdown:
I Want to Know More About this Listing!
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.
Don't See What You're Looking For?
Be among the first to know when new listings become available in your area.