Latest Practices Wanted for Purchase or For Merger

Established Maryland accounting and tax firm seeking to acquire tax preparation, bookkeeping, payroll, or small-business accounting client books. Interested in practitioners considering retirement, semi-retirement, or downsizing. Open to entire practices or partial client books, with flexible purchase arrangements including phased transitions and payments based on client retention. Sellers wishing to remain involved part-time or seasonally are welcome. Our priority is preserving client relationships and providing personalized service. Agricultural and small-business clients are especially welcome. Nationwide virtual opportunities considered. Confidential inquiries welcome.

Thinking About Getting Out of the Payroll Business? Your payroll book may be more valuable than you think. If your accounting firm manages payroll clients but would rather focus your time and resources on tax, bookkeeping, CAS, or advisory services, we may be interested in purchasing your payroll book. - Monetize an existing revenue stream - Reduce the operational burden of payroll - Maintain your core accounting relationships - Create a smooth transition for your clients Curious what your payroll book could be worth? Let’s talk.

Looking to acquire tax and accounting clients representing emerging or existing SMB's, HNW investors with Real Estate holdings or anybody that is seeking ongoing tax advisory and strategies. who value personal attention, proactive advice, and clear communication. Ideal clients embrace technology or are open to simple digital tools and appreciate a hands-on advisor engaged year-round through Zoom, phone, and secure online collaboration. For owners planning retirement or an exit, my priority is to preserve client trust and continuity of care. My fully virtual, high-touch approach delivers thoughtful guidance and responsive service while supporting a smooth, well-planned transition.

EBP Audit Practices Wanted (1-50 plans), nationwide. A company building a CPA firm dedicated to 401(k)/403(b) audits seeks to acquire employee benefit plan audit engagements from CPA firms exiting or narrowing EBP work. We pay a purchase price for the practice and support a smooth transition for plan sponsors. Confidential. Details: sellyourebp.com

Bookkeeping Book of Business Wanted I am looking to acquire an established book of recurring bookkeeping clients from an owner who may be retiring, scaling back, or transitioning away from bookkeeping. Ideal fit: - Recurring monthly bookkeeping clients - Business clients - QBO/cloud-based preferred - Clean, transferable client relationships - Bookkeeping-only or bookkeeping portion carved out from a tax/CPA practice - Virtual opportunities welcome nationwide I am open to opportunities in any state if the client base can be serviced remotely. Confidential inquiries welcome. Arianna Luna Luna Accounting Operations

EA/CFP and owner of a 26 year old wealth-management firm seeking North Atlanta (Kennesaw, Acworth, Woodstock, Vinings, Sandy Springs, Roswell, Alpharetta, Marietta), Georgia tax/accounting practice. $400K–$1.2M revenue preferred. Strong tax client base, experienced staff and retiring owner preferred. Financing available. Confidential inquiries welcomed.