Raleigh Area CPA Firm

SOLD

The seller of this Raleigh Area client base is selling to pursue other business interests and is seeking a CPA buyer. The focus of the services has been on recurring tax planning and consulting. The fee structure is very strong. There is no office location, so you are free to roll this into your existing space or lease space nearby to establish a store front location!

Asking Price

$137,000

Annual Gross

$110,000

Revenue Breakdown:

13% Monthly accounting, bookkeeping and payroll services

26% Income tax preparation services for individual clients

27% Income tax preparation services for business clients

34% Tax planning & consulting engagements (monthly fixed fees)

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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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