Syracuse CPA Firm
The Opportunity
This is a prime opportunity to acquire a thriving CPA firm in Syracuse, New York. The current owner is transitioning toward retirement and is looking for a qualified successor with a strong background in public accounting and tax preparation to carry on the firm’s legacy.
Key Highlights
• Strong Financials: The practice generates excellent cash flow for the owner.
• Turnkey Potential: The firm is well-established in its current location, and the facility is available for the new owner.
• Loyal Client Base: Enjoy a high retention rate with a longstanding, stable roster of clients.
• Transition Support: The seller is committed to a smooth handoff and is willing to provide transitional assistance to ensure client continuity.
Revenue Breakdown:
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How to Buy with Confidence
Our experience in the industry makes the transaction simple.
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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