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Succession Planning for Accountants

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How to find the right accounting practice to buy.

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Practices Wanted for Purchase or For Merger
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WASHINGTON OREGON IDAHO MONTANA NORTH-DAKOTA WYOMING SOUTH-DAKOTA NEBRASKA MINNESOTA IOWA WISCONSIN WISCONSIN CALIFORNIA NEVADA UTAH COLORADO KANSAS MISSOURI ILLINOIS INDIANA MICHIGAN OHIO PENNSYLVANIA WEST-VIRGINIA KENTUCKY VIRGINIA ARIZONA NEW-MEXICO TEXAS OKLAHOMA ARKANSAS TENNESSEE NORTH-CAROLINA LOUISIANA MISSISSIPPI #ALABAMA GEORGIA SOUTH-CAROLINA FLORIDA ALASKA HAWAII NEW-YORK MAINE MASSACHUSETTS RHODE-ISLAND CONNECTICUT NEW-JERSEY DELAWARE MARYLAND DISTRICT-OF-COLUMBIA VERMONT NEW-HAMPSHIRE
Latest Practices Wanted for Purchase or For Merger:

CPA located in Western Suffolk County with over 25 years experience is looking to expand and purchase a small CPA firm with a concentration in: Business, Individual, Not-For-Profit & Fiduciary tax preparation as well as write-up and Quickbooks consultations (Certified QB Online Proadvisor). No Audits or Reviews. Interested parties, please respond to this email. No brokers, please. State : NEW YORK. Email : TaxCPAbythebay@gmail.com

Looking to acquire a book of accounting/bookkeeping clients in the DFW area after the end of tax season. Currently, operating a small accounting firm in Ellis County and am looking to expand. Ideal set up would be small to medium size clients that could be easily transferred to my office. Asking price would be somewhere in the $250-300K range but would consider other. Please contact me at cpapracticetobuy@gmail.com. Texas

We are reaching out to you to take advantage of our lucrative accounting & tax business license opportunity. If you are in business for yourself and would like to increase your clientele, our successful business model will help you gain new customers within weeks. If you are currently working for someone else or looking for work but always wanted to go into business for yourself we will help you become a fully established firm and generating a six figure income in less than a years time. This is an excellent opportunity for CPA's, tax agents and bookkeepers. Part of our successful program includes setting weekly customer appointments for you. $38,000 for existing practice opportunities and $68,000 for startup practice opportunities. Financing is available. Take advantage of the upcoming tax season now.

Click here for the full description of the opportunity and start receiving accounting and tax customers immediately: https://1drv.ms/p/s!AszVk5xCM10RgQRwby3dlxx6YmVr

Sandra Edwards, Director Of Business development, 718-413-8926 franchise@williamsandcompanies.com

I am looking to purchase a well-established small to medium size bookkeeping and tax practice in Brooklyn or Queens, New York. Practice should have both bookkeeping and tax (business and individual) clients. There will be additional services provided including monthly reporting, quarter filers and payroll clients. I can be reached by email at cmartin7163@yahoo.com. Leave your name, telephone number and the best time to contact you.

Buyer interested in purchasing existing practice in South Oklahoma City. Please call Darren Montgomery at (405) 691-6565 or email at montgomerycpa@coxinet.net State : OKLAHOMA

CPA in the Memphis area looking to purchase smaller / one man /one licensed CPA practice. Billings up to $350,000. Interesting in Shelby County and/or Desoto County. Willing to work with the retiring/selling CPA up to one year to learn practice and clients for smooth transfer. Email : HCCGEnterprises@gmail.com State : TENNESSEE

Florida based accounting firm looking to expand Outsourced Accounting practice through acquisition of clients. Looking for clients in the following industries: non-profit, professional services, wealth management. Clients can be purchased in bulk or one off scenario. Contact neil@rinehimerbaker.com

Dedicated CPA in Montana seeking a retirement-minded CPA in the Rocky Mountain west interested in discussing the sale of their practice over a period of time to ensure smooth transition, client confidence and retention. Currently employed and committed through 1 tax season. Let's create a successful transition plan. Email : mtcpa@protonmail.com

Looking to purchase an existing practice. Either immediately or over a several year period. Nassau County preferable. State: New York. Email : sanfordscharf@aol.com

Recent relocation from SC. I am looking for a sole practioner in Salt Lake or Utah counties who is planning to retire or scale back in the next 6-24 months. Excellent client service record and recommendations upon request. Email : keith@keithvcpa.com

Licensed CPA in the State of New York seeking to purchase CPA firm located in New York City and outside boroughs. Email : busayo@busayo-cpa.com

Colorado. 5-year tax practice in Lone Tree ~300 clients. Most interested in expanding via merger, or purchase of other tax practices. Also interested to bring other professionals into my practice. Chuck Trautman, EA 1040@taxshop.tax * www.taxshop.tax 303-734-1040

FLORIDA: EA with CPA on staff actively searching for additional practice opportunities statewide. Whether you are seeking to retire or just cut back, I am interested in speaking with you. Preference for west coast with tax emphasis.  Email : rgctaxman@gmail.com

CPA and EA looking to acquire accounting / tax / bookkeeping business in Phoenix metropolitan area. Please email or call 480-707-2288 if you are looking to sell. Email : ryanschlichter@gmail.com

I am a sole practitioner/CPA interested in purchasing a retiring CPA's practice in Virginia Beach with gross revenues ranging from $200,000 - $800,000. I am also open to purchasing a practice on the Peninsula. I am a qualified buyer and prefer to deal directly with owner (no agents/brokers). Email : tidewaterCPA@gmail.com

2 Partner firm looking to grow through acquisition or merger. We are interested in all firm sizes and nature of work and will work with the seller to ensure both the compensation and transition plan are seamless and mutually beneficial. If interested, please contact us at cpapracticesales@gmail.com.

We are searching for accounting practices:
-Between Madison and Milwaukee.
-Between Madison and Wausau.
-Between Madison and Oshkosh.
-Between Madison and Lake Geneva
We currently have 5 locations close to these areas and would like to expand. Email : ken@sorgecpa.com

We are interested in purchasing a book of business that includes write up clients, bookkeeping and corporate tax returns. We are located in Bethesda so clients can be in Northern Va or DC also. Email : gcastelli@castelliaccounting.com State : MARYLAND

A very busy independant investment advisory practice located in Scripps Ranch in the City of San Diego is seeking an in house CPA. We own our own building, and are featured on our own radio shows Saturday and Sunday and have significant steady stream of existing cllients that are either pre-retiree's and post retiree's with higher net worth. An exceptional opportunity to grow a new practice or greatly enhance an existing one. Beautiful office space with our own 50 seat conference center including stage and the latest technology. An opportunity to generate above average accounting fee's along with investment advisory fee's as well. Series 65 license a plus but not necessary. Base salary with health care, 401-k. A growing firm with huge upside, come learn for yourself. Contact my assistant Charlene Freeborn at 858-564-8036 to set an interview or talk on the phone. Regards, David Epstein President Epstein and White Retirement Income Solutions, LLC. Email : depstein@davidmepstein.com State : CALIFORNIA

Seasoned great neck cpa firm looking to purchase accounting practice $200k-750k. We have successfully completed several mutually beneficial buyouts over the years. Seller continuing per diem during buyout possible. New York. LARRYZ@ZIMMERMANCPAS.COM

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