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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. Since 1999, Chuck Hayes has assisted hundreds of CPA’s, EA’s and other accounting and tax professionals. &nbsp;Chuck represents practice owners across the United States.

Brannon is an author and experienced intermediary and he and his team have closed over 100 transactions since 2003.&nbsp; An Ernst &amp; Young alumni and scholarship recipient,and magna cum laude graduate of the University of South Carolina, Brannon began his career in public accounting with Ernst &amp; Young as an auditor , before working for a number of years for the regional firm of Elliott, Davis &amp; Company.&nbsp; Subsequently, Brannon became a shareholder in a privately owned family business before then becoming the founding shareholder in a successful start-up manufacturing company. This breadth of experience with companies both large and small has helped Brannon excel in effectively facilitating hundreds of successful practice transitions.Brannon makes his home in Charleston, SC with his wife and three children. Away from the office, he enjoys competitive racquetball, boating, and fishing.&nbsp;

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.

Professional Accounting Sales (PAS) has been selling CPA and EA firms nationwide for over 37 years.&nbsp; With over 40,000 registered buyers and with considerable expertise in practice acquisition financing, PAS offers consulting from listing to closing, with no long term listing agreements and follow up assistance during transition. 
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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.

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This is a well-established local CPA firm with a focus on individual and business taxes with one review and a few compilations. There is also some trust and real estate tax return work. There are no audits. Firm is known for honest, trustworthy work and boasts long-term relationship with great clients. All new business comes from strong referrals including several estate attorneys who refer estate tax business. Owner is the only CPA with one receptionist and two seasonal bookkeepers who will be retiring. Cash flow to owner is close to 50%! Office atmosphere is laid back, friendly atmosphere with casual attire and flexible schedules. There is an opportunity to add additional services including tax planning, CFO services and advisory work

This is a high-demand essential business for sale! Established client-base and owner willing to discuss a transition plan. Lots of opportunity for growth for a new buyer!

This is a high-quality CPA firm providing bookkeeping, business tax, payroll, individual tax, and trust &amp; foundation services. Clients are extremely loyal and many have high incomes. Employees are a team of seasoned professionals. They work independently and are well liked by clients. The firm enjoys a reputation for great service and quality work. Owner hours are very low. There is an opportunity to grow this firm or enjoy a great lifestyle.Ideal Buyer Buyer needs to be a CPA with good public accounting experience. Someone with good people skills will be important to grow the client base and manage the quality staff. Someone with estate and trust experience would be helpful. This would be an ideal starter practice, the opportunity to grow is immense. An honest, hard working buyer will be very successful.

Started in 1987. Retirement minded owner. 600 Individuals 145 BusinessesSimple returns Significant opportunity to increase fees and offer ancillary services.1 Full Time Staff Member. Purchase Price - $125,000

This is a well-established CPA firm with a loyal and long-term client base. Partners are very hands-on and this creates high-quality work. Over 65% of the revenue comes from high quality and high fee tax preparation and tax planning. Outstanding long-term staff in place. They are well liked by clients. Their work quality is very high and they provide exceptional service. The firm enjoys a reputation for being innovative, responsive, and for providing great service. About 25% of clients meet at the office.Ideal Buyer Buyer should have quality public accounting experience and a great personality to help service this diverse client base. A commitment to great customer service will be important as these clients are accustomed to a friendly, personal touch. This firm creates an opportunity for an existing firm in Charlotte, Greensboro, Winston Salem and Lake Norman area to grow their footprint with a great staff and quality clients.

Well-established two partner firm offering Audit, Review, Compilation and Tax Services to a wide variety of clients. 60% of revenues are from individual and business tax preparation and tax planning. This firm is committed to quality and serves higher net worth clients. The firm also has a satellite office in a Northern Charlotte Suburb. An entrepreneurial buyer could really grow this firm. There is an opportunity to add new clients and add additional services for existing clients. Many existing clients would be good candidates for advisory services.Ideal Buyer The ideal buyer should have good public accounting experience and experience managing quality staff. The ideal buyer would be a generalist with a great personality. Remaining partner is an excellent and technical accountant. Someone who would like to be the face of the firm would make for a great combination. The second location near Charlotte creates the opportunity to grow two markets. A buyer who is good at business development would thrive with the existing staff and market opportunities.

This is a high-quality CPA firm. Practice makeup is about 50% audit and 50% tax with a varied mix of small business and individual clients. There is excellent potential for growth! Well trained staff are in place with many years of experience and a loyal client base. This firm has a high commitment to great customer service and quality work. This could be an opportunity for a satellite office or a perfect way to start your own firm. Fees are very good and cash flow to owner is over 50%!Ideal Buyer A successful buyer should have good public accounting experience that includes government audits. Experience managing a quality staff would be helpful. An entrepreneurial owner could grow this client base with additional services. Clients enjoy a hands-on approach.

This is well rounded CPA firm with a commitment to great client relationships. Staff is very good and produce quality work. Focus on tax and tax planning. THERE ARE NO AUDITS. There is an opportunity to grow the client base and expand with new clients. New clients come from current clients and professional network referrals. Clients come from various industries with most being service based. This is fast growing area with proximity to the Research Triangle Park. This is a great opportunity to start your own firm or add to an existing one.Ideal Buyer The ideal buyer should have good public accounting experience with a commitment to getting things done the right way. Experience managing a small staff will be helpful. Client relationships are very important. A buyer with a strong work ethic and motivation to grow the firm should be able to do so through existing referrals from this exceptional client base.

OVERVIEW - ABA Advisors represents this tax &amp; accounting practice located in southern Asheville, NC metro area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.THE PRACTICE - The practice has a good mix of individual tax clients and business accounting / bookkeeping clients. Average fees are solid for a practice this size. Small business clients are generally less than 20 employees. Firm uses Thomson Reuters Ultra Tax &amp; Accounting CS software platforms &amp; is 75% paperless.BUSINESS ID# NC-0616

Durham, NC CPA practice for sale with high net worth and high income individuals as clients. The average 1040 fee is over $900. This is a well-established CPA practice with loyal clients in a variety of different industries and professions. The firm enjoys an excellent reputation and has great office space in a prime location. The firm has experienced nice growth over the last several years. The local economy in Durham is excellent and offers additional growth opportunity if desired. There is also a very capable staff. The firm does very little advertising and receives referrals from clients and other professionals in the community.

This is a high-quality CPA firm. Practice makeup is about 50% audit and 50% tax with a varied mix of small business and individual clients. There is excellent potential for growth! Well trained staff are in place with many years of experience and a loyal client base. This firm has a high commitment to great customer service and quality work. This could be an opportunity for a satellite office or a perfect way to start your own firm. Fees are very good and cash flow to owner is over 50%!

This is a well-established CPA practice for sale located North of Charlotte in a desirable, fast-growing area. The practice has excellent and very experienced staff. They are a cohesive, trained team of professionals. The economic growth in the area is strong and well-positioned for future growth, so a buyer who wanted to aggressively grow the firm could likely do so. The current owners have mostly developed new business through word-of-mouth. Many clients have been with the firm for a very long time. They are in a variety of different industries and professions. Clients range in size from the very small up to $ 50M in annual revenue. There are no audits, and the practice has excellent cash flow to owner. Ideal buyer - A group of 2 or more CPAs with 10+ years of public practice experience would be able to thrive in this practice if they have the right client-service approach. The clients of this firm like the personalized service and laid-back culture of this practice. There arenâ€™t too many unusual technical requirements of this firm. An owner with good tax, financial statement review, and QuickBooks experience could handle the technical demands.

Well established CPA practice.  Experienced staff.  Services manufacturing, contractors, truckers, rental properties, medical, and real estate sales.  Uses Creative Solutions, QuickBooks, Sage, Citrix, Office 365 and Adobe software.  Contact us at 800-729-9031 or email us at pas@cpasales.com for additional details. Selling practices in the Carolinas for over 35 years! Another EXCLUSIVE opportunity provided by PROFESSIONAL ACCOUNTING SALES.

CPA firm established in mid 1990's with small staff and low overhead and much above average net.  Strong growth potential in this very professional  suburban community south of Raleigh. Clientele consists of many high income individual tax clients with great fee structure. Uses Lacerte software.  Very strong tax fees generated from Jan to Oct. Please contact Leon Faris, CPA at 800-729-9031 for additional details or to arrange a meeting with the seller. An EXCLUSIVE opportunity provided by PROFESSIONAL ACCOUNTING SALES. Selling practices in the Carolinas for over 35 years!

Practice established in 2014.  Uses Drake software.  Heavy tax.  Low overhead and great net.  Services small businesses and individuals.  Attractive office space in business office complex.  For additional information please contact Leon Faris, CPA at 704-748-0424.

$150,000 cash at closing.

This Tax Preparation company was established in 2006 and have grown with a solid clientele . With over 700 Tax returns prepared per year ,consisted of Individual and Corporations , this company is increasing its Revenue year after year. We also Provide Consulting, helping clients with the process of incorporating their business, and we provide Bookkeeping services to over 15 Small Business. Located at a Professional Business Center , the office has High Visibility attracting many new clients every year. I am a Minister and the only reason I'm selling is because next year I will be in Full Time Ministry. I Will help new owner transitioning. If needed the one experienced employee will stay. email for more info Rob

ABA Advisors represents this Tax/Bookkeeping/Payroll Practice located in the Wilmington, NC area. This practice has shown steady revenue growth the past several years. The seller is willing to provide transitional assistance to the buyer. THE FIRM The practice has approximately 260 total clients. Revenue is broken down as follows: 33% Accounting and Bookkeeping, 36% Individual tax returns, 16% Business tax returns, and 15% Payroll. &nbsp;Send an email if you have questions to buyers@acctsales.com.

REF	STATE	LOCATION	ANNUAL GROSS $	STATUS	PRIVATE SALE / BROKER

3507	NC	Winston Salem	$290,000	new	Poe Group Advisors
3474	NC	Asheville	$90,000	available	Van Daughtry Consulting, LLC
3442	NC	Greensboro	$180,000	available	Poe Group Advisors
3425	NC	Wilson, NC	$125,000	available	New Clients Inc.
3402	NC	Charlotte/Greensboro	$1,100,000	available	Poe Group Advisors
3401	NC	Winston-Salem	$1,650,000	available	Poe Group Advisors
3330	NC	Western North Carolina	$435,000	available	Poe Group Advisors
3329	NC	Wake County	$430,000	available	Poe Group Advisors
3300	NC	Asheville Metro area	$110,000	available	ABA Advisors, LLC
3283	NC	Durham	$550,000	available	Poe Group Advisors
3144	NC	Western NC	$435,000	expired	Poe Group Advisors
2928	NC	Charlotte-NC2051	$1,675,000	available	Poe Group Advisors
2465	NC	Hickory area	$185,000	sold	Professional Accounting Sales
2238	NC	Raleigh-Cary area	$325,000	sold	Professional Accounting Sales
1806	NC	Greensboro, NC area	$135,000	sold	Professional Accounting Sales
0912	NC	Charlotte	$170,000	sold	Private Sale
0577	NC	Wilmington, NC area	$110,000	sold	ABA Advisors, LLC

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