Springdale CPA Firm

SOLD

The seller of this Springdale CPA firm is seeking a CPA buyer for the firm. The practice offers an experienced staff, a loyal clientele base, and great cash flow to the owner. Seller is available for a smooth transition and is willing to continue working after a sale for a few years for the right buyer. Location is available for continued lease or for sale, and possibly additional adjoining space if needed.

Asking Price

$700,000

Annual Gross

$650,000

Revenue Breakdown:

13% Accounting and bookkeeping services

12% Payroll services

22% Income tax preparation services for individual clients

21% Income tax preparation services for business clients

1% Tax planning

27% Audits and reviews

4% Miscellaneous

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First Name

Last Name

Company Name

Asking Price

$1,200,000

Annual Gross: $1,200,000

Listing #: TX1043

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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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