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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.

At Accounting Biz Brokers, LLC, we specialize in the sale of accounting firms and tax practices across the nation. With over 23 years of combined experience, our brokers are Certified Business Intermediaries (CBI) designated by the International Business Brokers Association. A CBI is an experienced, proven professional whose claim of competence is supported and documented. With the skills necessary to handle the marketing, negotiations and complex details involved in the sale, our CBIs can assist you with the successful completion of the purchase or sale of your business.

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.

Accounting Broker Acquisition Group is the only national business brokerage of its type comprised 100% of brokers who are Ex-Big Four CPAs possessing significant prior merger and acquisition experience. We have successfully promoted and negotiated countless accounting practice M&amp;A transactions involving hundreds of millions of dollars in value for sole practitioners, small partnerships, and larger firms. The M&amp;A experience of our brokers is incomparable.
The Journal of Accountancy has published numerous articles&nbsp;written by the founder of our company, Harry L. Olson, CPA, including <a href="https://accountingbroker.com/wp-content/uploads/2016/06/Accounting-Broker-JOA-Feature-wLinks.pdf" style="color:#64cb71;" target="_blank" rel="nofollow">"Maximize Proceeds in Accounting Firms Sales"</a>. In this article, Mr. Olson exposes the major misconceptions and fatal errors you must avoid to achieve maximum value when you sell your CPA practice. Please note: This paragraph is not to be considered an endorsement by the Journal of Accountancy or the AICPA of these articles, our company (which is not a CPA firm) or any services offered. However, the JOA articles Mr. Olson has written have been highly influential on the industry with respect to CPA practice M&amp;A.

Todd and his team at Thrive Financial Group offers more than 27 years of experience emphasizing succession planning and business development within&nbsp;the accounting and tax industry.

The scope of Thrive's experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practices, and personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.

State Name: Accounting Practices for Sale in State Name, CPA Firms for Sale in State Name. Get the latest details of accounting practices for sale in State Name - ST.

Accounting Practices for Sale in State Name - ST | CPA Firms for Sale in State Name

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Well established tax/write-up firm is a good add on opportunity for another local Montgomery County firm or a firm looking for a Montgomery County location. The Practice, which utilizes Lacerte and QuickBooks software, operates out of a home office and will need to be ported to another location. Seller will provide a smooth transition after the sale.

Located in very affluent Montgomery County immediately north of Washington D.C., this profitable firm is projected to return Seller’s Discretionary Earnings of $150,000+ in 2024. Average fees are strong and a competent, established staff is in place. This single owner practice is a perfect opportunity for a CPA who wishes to strike out on their own or for an existing firm looking to acquire a strong book of business. There is low concentration risk as no single client represents over 10% of revenue.The owner has grown the firm for 35 years and is eager to assist in smoothly transitioning the clients and staff to a new CPA owner. The firm is currently in an attractive office condo and well located in the desirable area.

Well established VIRTUAL CPA tax/ write -up firm, looking to sell all of its non-estate related clients, is a good add on opportunity for another local Frederick County firm or a firm looking for a Frederick County location. Almost all clients are serviced through a web portal. The Practice, which utilizes UltraTax and QuickBooks software, operates out of a home office and will need to be ported to another location. Seller will provide a smooth transition after the sale.

Well established tax/ write up firm, looking to sell its Baltimore County office, is a good add on opportunity for another Baltimore County firm or a firm looking for a Baltimore County location. The Practice, which utilizes Ultra Tax and QuickBooks software, operates out of leased office space that expires in July 2025. Seller will provide a smooth transition after the sale.

MD1003: The owner of this CPA firm for sale in Montgomery County, MD, is approaching retirement and seeking a CPA buyer for the firm. The firm is well established in the area and has a loyal, experienced staff in place. Practice can remain in its current location following a sale and seller is willing to assist with a smooth transition. Revenues are comprised of: 9% Accounting, bookkeeping, and payroll services 35% Income tax preparation services for individuals 45% Income tax preparation services for business clients 10% Tax planning and other tax preparation services 1% Compilation services Asking: $1.4M

Accounting, Bookkeeping, Compilations:Monthly Clients 18 Average Fee $740 Total $13,350 monthlyQuarterly Clients 4 Average Fee $ $1,450 Total $5,575 quarterlyAnnual Clients 27+ Average Fee $ $2,500 Total – Fees included in “Businesses” belowIncome Tax:Individuals 280 Average Fee $690 Total $194KBusinesses 43 Average Fee $1,800 Total $78K Other _Payroll &amp;amp; 1099Total $8KOther 990 &amp;amp; 1041 10 Average Fee $1,500 Total $15KAudits, Reviews - N/AASKING PRICE -583,000

This listing is for a quality CPA Firm in the Montgomery County, MD has in excess of $1.3MM in billings, with Seller Discretionary Earnings in excess of $550K, according to the seller’s historical 2023 information. This CPA Practice primarily offers Tax Preparation Services, Write-Up &amp;amp;amp; Compilation Services, Consulting &amp;amp;amp; Other Services, with some Review Services (No Audit). The Owner wishes to retire, but will stay on for a smooth, satisfactory transition.

This listing is for a quality CPA Firm in the Maryland Suburbs SE of Washington DC has in excess of $1.4MM in billings, with Seller Discretionary Earnings in excess of $475K, according to the seller’s historical 2023 information. This CPA Practice primarily offers Tax Preparation Services, Write-Up &amp;amp; Compilation Services, Consulting &amp;amp; Other Services, with some Review &amp;amp; Audit Services. The Owner wishes to retire, but will stay on for a smooth, satisfactory transition.

MD1002: The seller of this Frederick County CPA Firm is ready to retire after a smooth transition of the business to the new owner. A great fee structure, large number of business clients, loyal client base, increasing revenues and a great cash flow to the owner are just a few reasons to look at this firm! The firm is home-based and will need to be relocated in the area after closing. Revenues include: 11% Accounting, bookkeeping and payroll services 42% Income tax preparation services for individuals 27% Income tax preparation services for business clients 18% Business consulting 1% Compilations (1) 1% Trustee services Asking: $445k

Montgomery County / Chevy Chase Area CPA Practice focused on Accounting Services for Business Clients. Practice Mix: 2% Individual Tax, 3% Business Tax, 92% Accounting/Bookkeeping and 3% Other Services

Very well established Eastern Shore tax/ write up firm is seeking to sell a select group of its clients or an equivalent interest in the firm. The Practice, which utilizes Lacerte and QuickBooks software, operates out of Seller owned office space. Seller is willing to provide a reasonable lease along with a smooth transition after the sale

MD1001: There is so much to like about this growing Chevy Chase CPA firm, including a strong fee structure, great referral sources, steady year-round revenue, and a great office location! The firm works primarily in a niche' market with a high concentration of professionals and non-profit clients. The seller would like to stay engaged after the sale to ensure a smooth transition and assist with the continued growth of the firm. Seller requires a CPA buyer and for the firm to remain in the same area after a sale. Firm revenues include: 69% Monthly client accounting services and CFO services 7% Payroll services 8% Income tax preparation services for individuals 6% Income tax preparation services for business clients 5% Audit preparation and liaison services 5% Miscellaneous income Asking: $1.3M

OVERVIEW - ABA Advisors represents this CPA practice located in the Silver Spring, MD / DC Metro area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE - The practice has primarily individual and business tax clients and provides accounting services. Average fees are solid for a practice of this size and the net is high. The firm is paperless. 90% of clients mail or email their information to the firm while the other 10% drop it off. The buyer for this practice should be a CPA. Business ID: MD-1994

OVERVIEW ABA Advisors represents this CPA practice located in the DC area of Maryland. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE This is a tax practice with less than 200 clients with high annual fees. The clients are mostly high net-worth individuals and Trusts. The practice does not have employees, the time needed to service the clients is manageable and the profitability is extremely high. This would make a great addition to an existing practice or allow an individual to strike out on their own.

Well established tax/write up practice is seeking a practitioner to purchase up to a 20% stake or $200k of a $1 million firm. Seller is looking for an energetic individual, who wants an ownership interest which can grow over time. Practice utilizes UltraTax and QuickBooks software. Seller owns the office spave which can accomodate the new member.

Well established Capital area tax/write up firm is seeking to sell a select group of clients. The Practice, which utilizes ProSeries and QuickBooks software, operates out of a home office and will need to be ported from the currrrent location. Seller will provide a smooth transition after the sale.

Well established Practice, off the 695 Beltway, is a great starter Practice or a nice add on to an existing one. The Seller, who owns the building, will offer a reasonable lease or the Practice can be ported to another location within a tight geographic radius of the current location. The Seller, who utilizes Taxwise and Peach Tree software, will provide a smooth transition after the sale.

Well established practice, with good fees and near a major highway, is a nice add on to an existing practice. The seller owns the building and will provide a reasonable office lease. Tax returns are prepared using Tax Wise software. Seller will provide a smooth transition after the sale.

Well established tax/ write up client sale is a nice add on to an existing practice. Seller uses Ultra Tax and Quick Books software. Practice can be ported to another Baltimore County location within a reasonable distance from the current location. Seller will provide a smooth transition after the sale.

Well established tax/write up firm in the Capitol Area, which utilizes CCH Pro System and QuickBooks software. Practice has a strong fee structure and may be ported within a reasonable distance from the current location. Seller will provide a smooth transition after the sale.

ABA Advisors represents this tax practice located in the Rockville/Bethesda area, with annual gross revenues of $130k. The practice has primarily individual tax clients, with some business returns and bookkeeping clients. This is a well-established business with long term stable clientele.

Well established practice, with good fees and near a major highway, is a nice add-on to an existing practice. The seller owns the building and will provide a reasonable office lease. Tax returns are prepared using TaxWise software. Seller will provide a smooth transition after the sale. For additional information contact 800-779-7774.

Well established tax/write up practice in a convenient Montgomery county location. Practice, which can remain or be ported within a tight geographic area of it current location, uses CCH Pro System tax software and QuickBooks. Seller will provide a smooth transition and would consider a part time consulting role after the sale. For additional information contact 800-779-7774.

H &amp; R Block franchise is for sale in zip code 21201. Owner is retiring. You can expect about 100K in profit, maybe more, depending on how much the owner works.

Well established 20 year + full service practice in a convenient Montgomery County location. Practice has several employees who may have interest in remaining after the sale and a lease which may be assumable. Seller will provide a smooth transition after closing.  For additional information contact 800-779-7774.

Well established 15 year + full service practice in a convenient DC area location. Practice has four employees, several who will consider remaining after the sale. Practice may have an assumable office lease. Seller will provide a smooth transition and may consider a small consulting role with the new firm.  For additional information contact 800-779-7774.

Excellent opportunity for a non - MD based firm seeking to establish a MD presence by acquiring a well established full service MD practice. Location will only be disclosed to qualified firms upon seller approval. Office space in the seller-owned building is available for lease or lease with an option to buy. The seller, in addition to providing for a smooth transition after the sale, wants to stay on in an employment capacity.  For additional information contact 800-779-7774.

Nice start up or add on practice in the city of Baltimore. Practice has one employee who may be willing to remain with the firm. Seller will assist buyer in obtaining a new office lease, though practice may be ported withing a tight geographic area of its current location. Seller will provide a smooth transition after the sale.  For additional information contact 800-779-7774.

ABA Advisors represents this accounting firm located in Queen Anne&rsquo;s County, MD. The practice revenue is broken down as follows: Individual tax returns: 23% Business tax returns: 19% Bookkeeping accounting and payroll: 58% There are no audits or reviews.

ABA Advisors represents this two partner CPA firm in the Annapolis, MD area. This is a well run firm with solid average fees for the area. The firm is well staffed and has allowed the partners to work reduced hours the past several years. Both partners are committed to providing transitional assistance to ensure client retention. The practice is profitable and is located in a highly desirable area. THE FIRM This practice has a solid mix of accounting and bookkeeping work (17%), business, not-for-profit, personal and estate &amp; trust tax returns (47%), compilations and reviews (12%), audits (13%) and miscellaneous services (11%). The clients include small to medium size businesses and not-for-profits. The practice consists of two equity partners, one staff accountant, a para-professional, and a part-time office manager. The firm has had very low staff turnover. Send an email if you have questions to buyers@acctsales.com.

REF	STATE	LOCATION	ANNUAL GROSS $	STATUS	PRIVATE SALE / BROKER

4952	MD	Bethesda/ Rockville Area	$135,000	sale pending	National Accounting Sales
4951	MD	Maryland-Washington D.C. Area	$385,000	available	ABA Advisors, LLC
4948	MD	Virtual - Frederick Cty Area	$70,000	available	National Accounting Sales
4943	MD	I-95 & 695 Corridor	$180,000	available	National Accounting Sales
4871	MD	Montgomery County	$1,400,000	available	Accounting Biz Brokers
4858	MD	Baltimore County, MD	$466,000	sale pending	Thrive Financial Group, LLC
4790	MD	Montgomery County	$1,300,000	sold	Broker (Undisclosed)
4789	MD	Maryland Suburb SE of DC	$1,400,000	sale pending	Broker (Undisclosed)
4691	MD	Frederick County	$425,000	sold	Accounting Biz Brokers
4676	MD	Montgomery County	$6,440,000	available	PracticePlan Advisors
4596	MD	Eastern Shore	$250,000	expired	National Accounting Sales
4466	MD	Chevy Chase	$1,300,000	sold	Accounting Biz Brokers
4458	MD	Silver Springs, MD	$465,000	sold	ABA Advisors, LLC
4452	MD	Maryland/DC Area	$410,000	sold	ABA Advisors, LLC
4387	MD	Laurel/Columbia Area	$200,000	expired	National Accounting Sales
4054	MD	Bethesda/Rockville Area	$75,000	sold	National Accounting Sales
4014	MD	Baltimore/Baltimore County	$157,000	expired	National Accounting Sales
3882	MD	Baltimore	$150,000	expired	National Accounting Sales
3880	MD	Baltimore County	$40,000	expired	National Accounting Sales
3878	MD	Bethesda/Rockville Area	$275,000	sold	National Accounting Sales
2776	MD	Rockville/Bethesda	$130,000	sold	ABA Advisors, LLC
2581	MD	Baltimore	$205,000	sold	Professional Accounting Sales
2530	MD	Montgomery County	$210,000	sold	Professional Accounting Sales
2406	MD	Baltimore	$250,000	expired	Private Sale
2303	MD	Montgomery County	$435,000	sold	Professional Accounting Sales
2302	MD	Montgomery County, MD	$500,000	sold	Professional Accounting Sales
2300	MD	Maryland	$1,900,000	sold	Professional Accounting Sales
2299	MD	Baltimore, MD	$180,000	sold	Professional Accounting Sales
0968	MD	Queen Anne's County	$300,000	sold	ABA Advisors, LLC
0588	MD	Annapolis Area	$636,000	sold	ABA Advisors, LLC

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