Rutherford County, TN CPA Firm

SOLD

The seller of this firm located in Rutherford County is approaching retirement and seeking a CPA buyer for the firm. The majority of the clients are from the greater Nashville area and are primarily serviced virtually. With an experienced staff, a nice fee structure, and a large number of business clients, this firm could be a great start for someone looking to go out on their own or a second location for an existing firm. Office space is available for continued lease, and the seller is available for transition and is open to working part-time for the buyer after a sale if needed.

Asking Price

$655,000

Annual Gross

$625,000

Revenue Breakdown:

43% Business bundle services

11% Tax and accounting bundle services

4% Personal bundle services and other accounting services

30% Income tax preparation services for individual clients

6% Income tax preparation services for business clients

6% Tax planning and QuickBooks consulting 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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