Waco Area CPA Firm
The Opportunity
We are pleased to announce a new opportunity for a CPA or EA to acquire an established practice in the Waco area. The seller is approaching retirement and is looking for a qualified successor to take over a firm backed by a solid team and consistent performance.
Firm Overview
• Established Staff: The practice is fully staffed with experienced personnel, allowing for streamlined daily operations.
• Owner Capacity: The current owner maintains a manageable number of billable hours while seeing a nice cash flow.
• Transition Support: To ensure client retention and a smooth handoff, the seller is willing to assist the buyer during the transition period.
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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