Tulsa Area Audit/Attest Client List

SOLD

The seller of this Tulsa area firm is selling the audit/attest clients and is seeking a CPA firm buyer who currently performs this type of work. Revenues are comprised mostly from audits but there area a couple of compilation and review engagements as well. The industries served are primarily governmental agencies and non-profits. Seller is willing to assist with transitioning the clientele as needed.

Asking Price

$222,000

Annual Gross

$222,000

Revenue Breakdown:

100% from audit/attest 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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