South Denver Metro Area CPA Firm

NEW

The Opportunity
An outstanding opportunity to acquire a long-standing, highly reputable CPA firm in the desirable South Denver Metropolitan Area. Positioned in an affluent, fast-growing corridor, this practice boasts an established brand, strong fee structure, and an exceptional client profile.

Key Highlights
• High-Net-Worth Client Base: Serves a loyal, long-tenured client roster consisting of affluent individuals and closely held companies, yielding recurring annual engagements with minimal churn.
• Premium Fee Structure: Firm boasts an above-average fee structure across all services.
• Turnkey Tax Season Transition: The retiring seller is actively seeking to finalize a deal prior to the upcoming tax season to provide hands-on transition support, client warm introductions, and operational continuity.
• Flexible Location & Real Estate: Currently operating in a streamlined, cost-effective footprint. Additional adjacent office space is readily available in the building should a buyer wish to expand local operations.
• Turnkey Infrastructure: Experienced staff, optimized operating systems, and established workflow processes are in place to support a seamless handoff.

Asking Price

$990,000

Annual Gross

$900,000

Revenue Breakdown:

10% Accounting, bookkeeping, and payroll

42% Income tax preparation services for individuals

32% Income tax preparation services for business clients

5% Income tax preparation services for other entities

4% Tax planning

7% Other misc. services

I Want to Know More About this Listing!

How to Buy with Confidence

Our experience in the industry makes the transaction simple.

Icon of person with options surrounding them

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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