Syracuse CPA Firm

NEW

The seller of this CPA firm in Syracuse is approaching retirement and is seeking a buyer with public accounting and tax preparation experience. The firm boasts a loyal client base and a nice cash flow to the owner. The practice can remain in its current location and the seller is willing to assist with a smooth transition.

Asking Price

$340,000

Annual Gross

$284,000

Revenue Breakdown:

12% Accounting, bookkeeping, and payroll services

60% Income tax preparation services for individuals

20% Income tax preparation services for business clients

4% Income tax preparation services for fiduciary clients

4% Tax planning

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How to Buy With Confiedence

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 — ensures client retention and a smooth handoff.

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