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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6 Steps To Success For Buyers

Our experience in the industry makes the transaction simple.

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1. Know Your Options

Before making a purchase, know your options. Are you looking to start a business organically? Or do you want to purchase an existing firm?

2. Know What You Want

So you know you want to start your business, but there are still a lot of questions that can only be answered by you. It's time to evaluate the details.

3. Evaluate Resources

Evaluating resources doesn't just mean money, but it often does start with your fiscal ability. Determine what financial resources you have available.

4. Search for the Right Practice

Determine your ideal business, then explore our listings of accounting firms for sale nationwide. Our inventory updates monthly, so stay open to evolving opportunities.

5. Negotiate to Win

Mastering negotiation is key. We aim for win-win deals with fair terms, balancing flexibility with focus on favorable outcomes for both sellers and buyers.

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6. Transition

Post-purchase, prioritize building strong relationships with employees and clients to ensure continuity and exceed expectations, securing the success of your new venture.

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