Tulsa Area CPA Firm

NEW

The Opportunity
This is a premier opportunity to acquire a well-established CPA firm in the Tulsa area. Known for its strong local legacy and modernized operations, this practice offers a turnkey solution for a buyer seeking a firm with high-quality realization and an efficient workflow. With its strong fee structure and loyal clientele, this firm is perfectly positioned for a CPA buyer looking to expand their footprint in Oklahoma or for an individual practitioner ready to step into a high-performing legacy practice.

Key Highlights
• Strong Revenue Stream: The firm boasts an above-average fee structure, resulting in nice cash flow to the owners.
• Modern Infrastructure: The firm is fully paperless, ensuring a streamlined transition and ease of management.
• Experienced Team: A loyal and knowledgeable staff is in place to support the new owner.
• Continuity: The practice can remain in its current location, providing stability for the existing client base.
• Transition Support: The sellers are committed to the firm’s continued success and are willing to assist with a comprehensive handover.

Asking Price

$2,600,000

Annual Gross

$2,300,000

Revenue Breakdown:

2% Accounting and bookkeeping services

20% Tax return preparation services for individual clients

36% Tax return preparation services for business clients

5% Tax return preparation services for non-profits and trusts

32% Audits

4% Reviews

1% Misc. 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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