MASSACHUSETTS

OVERVIEW - ABA Advisors represents this audit and tax practice located in the Brighton area of Boston. There are two equal Partners, one of which is retirement age and the other wishes to remain with the practice for another two to four years. This continuity should aid a smooth transition and client retention.

THE PRACTICE - Founded in 1940, this firm has an excellent history, strong average fees, and represents a rare opportunity for the right buyer. Current (and former) partners of this firm are pillars of the Massachusetts accounting community known for their contributions to the profession. The firm is ready to be relocated and would be an ideal addition to an existing practice with the current lease ending 6/30/23. The staff are aware of the sale, which will facilitate due diligence, but staff are of retirement age and do not plan to continue with a new owner. The firm’s clients are mainly businesses (corporations and LLCs) based in the greater Boston area. The firm philosophy is to work primarily with business clients and related individuals. Additional 1040s are high net-worth clients. Individual tax (1040) work is only about 30% of income, allowing for focus on higher-margin and year-round income opportunities. Business ID: MA-2008