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<a href="https://poegroupadvisors.com" style="color:#64cb71;" target="_blank" rel="nofollow">Poe Group Advisors</a> (PGA) was founded by Brannon Poe, CPA. Brannon has been brokering Accounting Firms for almost 20 years. He got his start as a CPA at Ernst and Young. In 2003 he began facilitating accounting firm sales on the East Coast of the U.S. Now, PGA has helped facilitate hundreds of transitions all over the U.S and Canada.

Check out our blog at <a href="https://poegroupadvisors.com" style="color:#64cb71;" target="_blank" rel="nofollow">Poegroupadvisors.com</a>. PGA creates content, including the Accountant’s flight plan podcast, that helps firm owners buy, sell and grow their business. Poe Group Advisors’ nationally recognized brand and content means they have thousands of qualified buyers in their database. The PGA sales process ensures favorable deals, compatible buyer/seller matching and a quick, guided transition. PGA helps sellers exit with cash and buyers enjoy a compatible firm with high client and employee retention.

ABA Advisors, LLC is a nationwide consulting and brokerage firm that specializes in the sale, merger, acquisition and financing of the accounting and tax practices. &nbsp; For more than a decade Larry has been working predominantly with CPA's, EA's and other tax/accounting professionals with the Buying, Selling and Financing of their businesses. &nbsp;Although based in Texas, the focus is opportunities nationwide.

New Clients Inc. practice sales program evolved from our years of experience in dealing with professional accountants, CPAs, tax preparation businesses and accounting practices all over the United States. As we worked with our clients we realized there was a need for professional practice sales that was not being properly met.

New Clients, Inc. has helped thousands of accountants develop their accounting practices via our successful accounting practice marketing programs. Over time many of these accountants have turned to us to put their practice up for sale. Hence, we began developing accounting practice sales experience and building a network of potential buyers nationwide.&nbsp;Because we are constantly talking to and dealing with accountants and CPAs who are looking for new clients and more business, we can quickly find a buyer for any accounting and tax preparation business for sale. Additionally, our ever growing prospect list of over 40,000 CPA and accounting firms nationwide, gives us access to potential qualified buyers for your practice. Plus our ever growing client list of over 4500 firms gives us a unique advantage.

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Discover a top-tier CPA firm renowned for its excellence in accounting, tax preparation, tax planning, and payroll services. Notably, this firm does not engage in audits or reviews. Their primary focus is centered on delivering unparalleled client satisfaction, consistently addressing their financial challenges and objectives. This dedication is reflected in the enduring client relationships, sustained annual revenue growth, and an impressive cash flow consistently exceeding 55%. This firm has been in operation for over twenty years and has a client base of small businesses and individuals who are loyal to the firm.While the revenue increase in 2022 and 2023 was largely attributed to ERTC-related work, please note that this particular revenue stream may not recur. Additionally, the seller intends to retain approximately $25,000 worth of work completed for family members. The gross revenue being offered for sale amounts to approximately $550,000.Billing is mostly value billing with monthly rates. The accounting services such as bookkeeping are billed once a month while tax work is billed at the time of pick up. The majority of clients pay on time and there is very little AR!Firm highlights include:-Cash flow to owner: Exceptional at 64% for 2022 and consistently over 55% every year! -Steady revenue growth each year -Staff enjoys four-day work weeks during the summer. This is a great place to work. -Mostly paperlessIdeal Buyer: The perfect candidate for this opportunity should ideally be a CPA with a strong background in public accounting and proficiency in overseeing a small team. They should be enthusiastic about preserving the firm’s tradition of delivering high-quality work and exceptional service. Additionally, individuals with experience in small business accounting will find this unique firm particularly suitable for their skill set. Whether you’re an established professional seeking a second location or an aspiring entrepreneur eager to venture into ownership, this firm presents an excellent prospect.The new buyer will want to continue the legacy of quality work and exceptional service.

OVERVIEW ABA Advisors, through a co-brokerage agreement, represents this Accounting &amp; Tax practice located in Southwest, WI. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. The practice provides recurring monthly revenue that accounts for more than half of the annual income. The firm is fully staffed with experienced employees expected to stay with a buyer.

OVERVIEW - ABA Advisors represents this accounting firm located in Green Bay, Wisconsin. The owner wishes to transition the firm to a new owner and is willing to work with the buyer through the first tax season to help ensure a good handoff to the buyer. THE PRACTICE - The owner started the firm from scratch in 2002 and has steadily grown the firms' revenue. The firm has solid staff in place that are expected to remain with the buyer. The average fees are solid for a practice this size and the firm does about $200K of accounting/consulting revenue with the balance individual and business tax work. Business ID: WI-2035

CPA firm established in 1990. Retirement minded owner.Client Mix Information 18 Monthly Clients - $35,796 6 Quarterly Clients - $21,627 35 Annual Clients - $14,454.25Income Tax 808 Individuals - $137,158.25 Businesses included aboveGross revenue from 1/01/23-7/31/23 $207,700.18

OVERVIEW - ABA Advisors represents this CPA firm in Madison, WI. There is one owner who wishes to help transition the firm to a buyer and then retire from public accounting. THE PRACTICE - The firm provides tax and accounting services to individuals and small business clients. The average fees are above most firms with similar revenue. The average 1040 is about $1,000 and the average corporate tax returns are $1,900 and average partnership returns over $3,000. The buyer of this firm must be a CPA.Business ID: WI-2018

OVERVIEW - ABA Advisors represents this CPA owned tax practice north of Milwaukee, WI. Both partners are open to working post-closing, in addition to providing transitional assistance to the buyer to help ensure client retention. THE PRACTICE - The firm was originally founded in the mid 1950’s and the current owners have been with the firm since 1985. There is staff in place that are expected to remain with the buyer. The firm primarily does tax work for individuals and small business clients. The average 1040 is over $400 and the average corporate and partnership returns are about $1,600. The firm continues to grow revenues as the current owners seek an individual or existing firm to take over. Business ID: WI-2015

OVERVIEW - ABA Advisors represents this CPA firm in NW Wisconsin - St. Croix County area. The firm could possibly be a satellite office for a Minneapolis – St. Paul, MN firm. There is one CPA owner who wishes to transition the firm to a buyer. THE PRACTICE - Founded 25 years ago, this firm has an excellent history, strong average fees, and represents a rare opportunity for the right buyer. The firm has seasoned staff that will likely transition with the buyer. The firm has a good mix of individual and business tax clients, monthly, quarterly and annual accounting and payroll services. The firm is very profitable with approximately 60% net available to the buyer. Business ID: WI-2013

OVERVIEW - ABA Advisors represents this accounting firm located in Oconto County, WI. The practice is owned by one accountant who is of retirement age. The owner wishes to sell the firm and is open to selling the building as well. The owner is committed to a transition plan to aid a smooth transition. THE PRACTICE - Founded in the early 80's, this firm has an excellent history in the community and has a solid mix of individual and business clients. The staff is not aware of the sale. Business ID: WI-2012

OVERVIEW - ABA Advisors represents this CPA firm located in Waukesha County, WI. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE - The practice has a nice mix of accounting, bookkeeping, payroll and income tax work. The revenue mix is approximately 30% Accounting and Bookkeeping, 20% Payroll, 33% Individual Tax and 20% Business Tax. Average fees are solid for a practice of this size. The sale of this practice presents an opportunity to acquire a CPA practice with solid average fees. This practice should allow a CPA to strike out on their own or would be a great addition to an existing firm. The buyer of this firm must be a CPA. Business ID: WI-1984

Well established tax/write up firm, off a major intersate, can be a nice starter practice or add on to an existing one. Seller, who utilizes Drake and Sage software, operates out of a home office and will need to be ported to another office space within a reasonable distance of the current location, Seller will provide a smooth transition and would consider a consulting role after the sale.

OVERVIEW - ABA Advisors, through a co-brokerage agreement, represents this CPA firm located in Dane County, WI. The seller is willing to provide long term transitional assistance to the buyer to help ensure client retention. The firm has solid staff in place and a diverse mix of small business clients and individual tax clients. INDUSTRY COMMENTS - CPA practices are as popular as ever for buyers looking to begin a new practice and those building a larger one. These practices are highly sought out this time of year. Currently, there is a low supply of quality practices for sale and a high demand. Business ID: WI-1609

OVERVIEW - ABA Advisors, through a co-brokerage agreement, represents this CPA firm located in Dane County, WI. The seller is willing to provide long term transitional assistance to the buyer to help ensure client retention. The firm has solid staff in place and a diverse mix of small business clients and individual tax clients.INDUSTRY COMMENTS - CPA practices are as popular as ever for buyers looking to begin a new practice and those building a larger one. These practices are highly sought out this time of year. Currently, there is a low supply of quality practices for sale and a high demand. Business ID: WI-1609

OVERVIEW ABA Advisors, through a co-brokerage agreement, represents this CPA practice located in Fond du Lac County, WI. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. The practice is heavy individual tax work that includes tax consulting and annual tax planning with a mix of accounting and business tax clients. The practice is profitable showing nearly 60% cash flow.

OVERVIEW - ABA Advisors, through a co-brokerage agreement, represents this CPA practice located in Walworth County, WI. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. The practice has a nice mix of individual tax work and accounting and business tax clients. The practice is profitable showing more than 60% cash flow.Walworth County, WI MARKET - The sale of this practice presents an opportunity for a sole practitioner or existing firm of similar or larger size inside the county to acquire this CPA practice with solid profitability. It would also be an ideal acquisition for a Milwaukee, WI or Chicago, IL firm looking for a more rural/higher quality of life and wants to quickly develop a presence/satellite office.

ABA Advisors, through a co-brokerage agreement, represents this CPA practice located in the Madison, WI area.
The practice has individual tax work (73%) with a mix of accounting and business tax clients (13%) and monthly and quarterly accounting and payroll clients (14%). The average 1040 in the practice is over $600 and the cash flow is approximately 50%.
Broker video:


ABA Advisors, through a co-brokerage agreement, represents this CPA practice located in South Central, WI. Annual gross revenues are $400,000. The practice has a nice mix of individual tax work with a mix of accounting and business tax clients. The practice is very profitable showing 60% cash flow. Broker video:

ABA Advisors, through a co-brokerage agreement, represents this CPA practice located in Racine County, WI. Annual gross revenues are $260k. The practice has a nice mix of accounting, bookkeeping, individual and business tax work in addition to several reviews. The practice is very profitable.
Broker Video:


ABA Advisors, through a co-brokerage agreement, represents this CPA practice located in the Madison, WI area. This is a traditional peer reviewed CPA practice with a nice mix of accounting, bookkeeping and payroll services in addition to the tax clients that have solid average fees for the area. Broker video:

ABA Advisors, through a co-brokerage agreement, represents this $250,000 Virtual CPA practice for sale in Green Bay, WI area by ABA Advisors, LLC - Chuck Hayes. This is a unique practice where the owner does not physically meet with clients and does everything remotely, and can be operated from anywhere in the US.
The practice has clients in the following markets: Dallas, TX, NY City, Atlanta, GA, Charlotte, NC, Richmond, VA, Green Bay/Milwaukee, WI and Southern California.
Broker video:


ABA Advisors, through a co-brokerage agreement, represents this accounting practice located with annual gross revenues of $310,000 in the northern Milwaukee, WI area.Â 
Â The practice has a good mix of accounting, individual and business tax work and the cash flow is good.
Broker video:Â 


Well established tax and accounting practice in Southeastern Wisconsin.

Seller will be retiring, and is available for transition assistance.

$ 260,000 Gross Income, approximately 75% tax and 25% accounting and other.

Diverse client mix.  448 Individual tax returns, 184 entity tax returns. Also write up and financial statement
preparation and payroll tax compliance work.

Drake Software used for tax return preparation.  Accounting CS software used for write up and W-2 preparation.

Office premises available for lease or purchase.




Very profitable CPA tax practice located in Madison, WI is available for sale. Â Annual gross $200k. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. The practice is heavy individual tax work with some business tax clients. Broker Video:

Well-established accounting, tax & payroll practice with excellent reputation and loyal client following for sale due to owner's desired retirement.

Selling price of practice:  $469,000 + $167,000 for office real estate

Revenues are nearly all recurring:  approximately 62% income tax prep ($291k) and 38% accounting & payroll ($178k).

~900 - 1040's
~150 - Other annual tax returns

Staffing (all expected to continue with buyer):

1 - FT Accounting & Payroll Manager
2 - PT year-around accounting/payroll/client service staff
1 - FT seasonal tax administrator, PT (50%) balance of year
1 - FT seasonal EA, PT (as needed) balance of year
1 - FT CPA (owner) 

Primary technologies:  QuickBooks & ProSystem fx.  

Both tax preparers are also experienced with Lacerte & ATX.

2 well-maintained, owned locations to be included in sale at assessed value of $167,000.

Brokers: Please do not reply to this listing.

Both offices are fully equipped and networked.  All furniture, equipment and intangible assets included in practice sale price.

Owner is willing to continue working for buyer, for as long as needed.

ABA Advisors represents this CPA practice located in Madison, WI. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. The practice revenue breaks down as follows: Accounting/Bookkeeping &ndash; 23%, Individual Tax &ndash; 49%, Business Tax &ndash; 23%, Misc/Consulting &ndash; 5%. The practice is very profitable.

ABA Advisors represents this CPA practice located in Jefferson County, WI. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.
The practice is heavy individual tax work with a mix of accounting and business tax clients. The practice is very profitable showing more than 65% cash flow.
Terms are negotiable. The seller seeks an experienced accountant that will take care of the clients. The seller is open to putting together a deal that makes sense for both parties.
This practice is listed by Jim Barron with Barr Group, LLC, a licensed WI real estate broker who specializes in business brokerage activities and co-brokered by Chuck Hayes and his IN real estate managing broker.

ABA Advisors represents this 400 client CPA practice located in the Southeastern part of Wisconsin. Revenue is broken down as follows: Individual tax returns 40%, Business/Partnership tax returns 7%, Accounting, Bookkeeping, Review &amp; Payroll 47% and Audits&nbsp; 6%.&nbsp; The practice has a long-term employee that is expected to remain with the practice. The practice is profitable showing over 60% net to the owner.

Owner seeking qualified CPA/Accountant Buyer for profitable and well established primarily accounting, bookkeeping, payroll, business management, property management and tax services business. The Practice has been in business over 15 years. Annual revenue: 2015 Projected at $ 350,000. Revenue breakdown: Individual and Business tax preparation: 20% Write-up/Accounting Services: 50% Other Services: 30% Facilities Location. Very accessible location in Madison WI and Rice Lake WI. Assumable leases. Furniture and equipment: Networked Computers, work stations and full complement of office furniture, plus all other equipment and software included in selling price. Staff: Full and Part time staff will stay on with new owner plus current owner will provide transition support. Software: Accounting: Quick Books. Tax: Intuit Pro Series

This is a growing business located in a great community. Owner is open to sale or merger with the right firm. Gross receipts for 2014 of over $400,000 with 51% EBIDTA. This business is made up of tax work, payroll, accounting and consulting with the workload spread throughout the year. The office is mostly paperless, networked, and fully equipped. The offices are in a great location and have room for growth. The owner has a transferable lease. This sale represents an opportunity to acquire a book of tax, accounting, and payroll clients with a high net, and should allow an accountant to strike out on their own. Alternatively it would be a great addition to an existing firm. The owner would be available to do whatever is needed for a smooth transition. Since we work with most of our clients on a year round basis our clientele has been very loyal with almost no turnover.

Individual and small business tax practice located in the heart of fishing, hunting and canoeing paradise of northern Wisconsin. Networked computers with server. Seller owns office space that can be leased/purchased. Seller available for extended transition period if desired.

ABA Advisors represents this Accounting and Tax practice located in the NW Wisconsin area.With approximately 200 business clients this practice has a niche focus and shows a high net, with revenue and workload spread throughout the year.Approximately 690 tax returns are prepared annually.Revenue breakdown:Annual (Business) Clients &amp;ndash; tax work, accounting, payroll and &amp;amp; consulting 85% Tax Clients Only 12% Monthly Recurring Services Only 3%The office fully equipped and networked and is mostly paperless.&amp;nbsp; The practice is located in a newer office building which has plenty of space, and is very neat and organized. The lease on the office is transferable.This sale represents an opportunity to acquire a book of tax, accounting, and payroll clients with a high net, and should allow an accountant to strike out on their own.&amp;nbsp; Alternatively it would be a great addition to an existing firm.Solid firms in similar areas have been selling for multiples from 1.0 to 1.25 times gross billings, plus furniture and equipment.Terms are negotiable and the seller seeks an experienced accountant that will take care of the clients and staff.The seller is open to putting together a deal that makes sense for both parties.In terms of transition, the seller is willing to provide transitional assistance to the buyer to help ensure client retention.

This is a growing business located in a growing community. Gross receipts for 2011 of over $370,000 with 47% profit. Expected 2012 gross receipts of over $400,000. This business is made up of tax work, payroll, accounting and consulting with the workload spread throughout the year. The office is mostly paperless, networked, and fully equipped. The office is newer office building with spacious, neat and clean offices, with a lease that is transferable. All employees would be available to the new owner. The owner would be available to do whatever is needed for a smooth transition. Since we work with most of our clients on a year round basis our clientele has been very loyal with almost no turnover.

REF	STATE	LOCATION	ANNUAL GROSS $	STATUS	PRIVATE SALE / BROKER

4711	WI	Wisconsin	$550,000	new	Poe Group Advisors
4673	WI	Southwest, WI	$800,000	available	ABA Advisors, LLC
4625	WI	Green Bay, WI	$575,000	available	ABA Advisors, LLC
4547	WI	Central Wisconsin	$209,000	expired	Thrive Financial Group, LLC
4480	WI	Madison	$525,000	available	ABA Advisors, LLC
4479	WI	North of Milwaukee	$500,000	available	ABA Advisors, LLC
4478	WI	St. Croix County	$800,000	available	ABA Advisors, LLC
4473	WI	Oconto County	$300,000	available	ABA Advisors, LLC
4349	WI	Waukesha County, WI	$340,000	available	ABA Advisors, LLC
4127	WI	South Central, WI	$155,000	expired	National Accounting Sales
4082	WI	Dane County	$1,400,000	sold	ABA Advisors, LLC
3603	WI	Dane County	$1,400,000	expired	ABA Advisors, LLC
3366	WI	Fond du Lac County	$175,000	sold	ABA Advisors, LLC
3335	WI	Walworth County	$200,000	sold	ABA Advisors, LLC
3073	WI	Madison	$250,000	sold	ABA Advisors, LLC
2981	WI	South Central, WI	$400,000	sold	ABA Advisors, LLC
2810	WI	Racine County	$260,000	sold	ABA Advisors, LLC
2711	WI	Madison	$400,000	sold	ABA Advisors, LLC
2703	WI	Green Bay	$250,000	sold	ABA Advisors, LLC
2531	WI	Northern Milwaukee	$310,000	sold	ABA Advisors, LLC
2265	WI	Souteastern Wisconsin	$260,000	expired	Private Sale
2246	WI	Madison	$200,000	sold	ABA Advisors, LLC
2218	WI	Greater Fond du Lac Area	$469,000	expired	Private Sale
2000	WI	Madison	$235,000	sold	ABA Advisors, LLC
1804	WI	Jefferson County	$165,000	sold	ABA Advisors, LLC
1101	WI	Southeastern WI	$186,000	sold	ABA Advisors, LLC
1055	WI	Madison WI and Rice Lake WI	$350,000	expired	Private Sale
0934	WI	NW Wisconsin	$400,000	sold	Private Sale
0784	WI	Winter	$75,000	sold	Private Sale
0668	WI	NW Wisconsin	$470,000	sold	ABA Advisors, LLC
0553	WI	NW Wisconsin	$373,000	sold	Private Sale

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