NWA CPA
The sellers of this NWA CPA firm are approaching retirement but are willing to assist with a smooth transition of the firm after a sale and are seeking a CPA or EA buyer. There are so many reasons to like this firm, including a great fee structure, a nice cash flow to the owners and most of the clients’ information is handled through the portal or through a drop off/pick up system. The building is available for lease.
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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