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Latest Practices Wanted for Purchase or For Merger

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TX

contact@HSM-CPAs.com

Three CPA Partners Seeking to Acquire a Small Bookkeeping-Focused Firm We’re a team of three licensed CPAs with diverse experience across accounting, tax, and advisory services. We're actively looking to acquire a small CPA practice—ideally with a strong focus on bookkeeping and recurring monthly clients. What we’re looking for: • Annual revenues between $150K–$300K • Primarily bookkeeping and monthly accounting services • Cloud-based or remote-friendly preferred, but open to traditional setups in the San Antonio, TX area. • A seller open to a flexible, seller-financed arrangement with a focus on client retention during the transition.

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NV

kdesai@greenexcelcpa.com

I am actively exploring the opportunity to acquire a well-established professional practice valued between $650,000 and $950,000. My ideal scenario involves partnering with an owner who is considering retirement within the next two to three years and open to a thoughtfully planned, phased transition. My aim is to honor and build upon the legacy of the practice, ensuring seamless continuity for both clients and staff. I place strong emphasis on maintaining the firm’s reputation and cultivating lasting client relationships. I’m open to fair and flexible terms and prefer a transition structure that allows the current owner to remain involved for a period of time to support.

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CA

davidcpa2003@yahoo.com

We are a Cpa firm operating in Modesto, Ripon, and Escalon, California. We have been in business for 30 years. Interested in acquiring all types of firms. We currently specialize in construction medical and restaurant accounting.

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All States

jerichooverton@gmail.com

I have an accounting background and bachelor degree in accounting. I’m a first time buyer. Seeking to establish terms that most benefit the longevity of the business and which are best for the clients.

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FL

SESSOU@ELITEACTAX.COM

I am looking to purchase a CPA firm in the Tampa Bay area. Buyer is a CPA and his current practice focuses on accounting, tax and advisory for small businesses as well as taxes for individuals. Seeking a firm with a min revenue $300K. Contact info: sessou@eliteactax.com

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All States

paul@interworksgroup.com

We are looking to acquire a US-based 100% virtual tax and accounting practice with an existing client base and a small team of employees. If you’re an owner considering retirement or transitioning out of the business, we’d love to connect. The Practice must be fully remote; must be paperless; a small team of 3-20 employees; established client base with recurring revenue and a strong cashflow; strong systems & processes in place. Practices with either a mix of monthly business accounting services and tax preparation, or that focus on a niche are preferred. At this time, we are not interested in practices that only focus on individual taxes, nor firms that perform audits or reviews. We understand the importance of a smooth transition for both clients and employees, and we’re open to discussing flexible deal structures to ensure a win-win for everyone. Up to 1.5x revenue, Owner Transition Options; Must be open to Earnout over 4-5 years. If you or someone you know is interested, let’s talk. Email to arrange a confidential meeting.

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