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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.

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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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%!

Charlotte, North Carolina
Supplied by New Clients, Inc.

Purchase Price: $722,200 â€“ Financing available to qualified applicants. Various programs available.  Call for details.

Year Established: 1992

ACCOUNTING, BOOKKEEPING, COMPILATIONS
Monthly Clients:  59,              Avg Fee: $544,       Total: $385,152
Quarterly Clients:  4,              Avg Fee: $352,       Total: $    5,632

Income Tax:
Individuals: 171,                     Avg Fee: $444,       Total: $   75,882
Businesses: 145,                    Avg Fee:  $875,       Total: $126,875
Other:               3,                    Avg Fee:  $772,       Total: $    2,315

Other Services:
Consulting, IRS representation, Payroll

Total Gross Income: $628,000

Full-time Employees: 4
Part-time Employees: 2

Computer Software: Creative Solutions

Description of clientele: Professionals, SVC. Companies, construction, etc.

Seller is requesting the following additional information from buyer, visit our website www.newclientsinc.com to download these forms:

Confidentiality Agreement
Financial Statement

Interested Parties Should Contact:
Bruce Clark
1-856-304-1035
E-mail: bruce@newclientsinc.com

Once the above items are provided to NCI, I will arrange a mutually convenient time to view this practice. Any questions, please call.

Sincerely,

Bruce Clark, CEO
Author, NCI Effect, Explosive Client Growth Plan for Accountants and CPAs
Beyond the NCI Effect, Sales Strategies That Matter to Grow an Accounting Practice
Author of the ebook, The Seven Secrets to Selling Your Practice on Your Terms   

Well-established CPA firm providing professional services to local small businesses and individuals. Clients come from a wide variety of industries and are willing to pay good fees. The average individual tax return is $1,000. Office is an excellent location and has a casual atmosphere. Quality staff are in place, they are well liked by clients and provide exceptional service. Office is mostly paperless and there are good systems in place. Ideal Buyer The ideal buyer will be committed to client service, have high ethics, good public accounting experience, experience with high-level clients, good technical proficiency and a commitment to keeping the current staff.

Well established CPA practice.  Located near UNCC.  Services cross section of self-employed entrepreneurs and their businesses.  Uses Lacerte and QuickBooks software.  Heavy tax with above average net.  Contact us at 800-729-9031 or email us at pas@cpasales.com for additional details. Selling practices in the Carolinas for over 36 years! Another EXCLUSIVE opportunity provided by PROFESSIONAL ACCOUNTING SALES.

This is an excellent CPA practice with very low attrition and exceptional client engagement. The firm works with small businesses on the threshold in their development to move from Sole Proprietorship/Disregarded Entity to S-Corp in order to maximize tax efficiency at a minimum of administrative effort. Firm has moved to value billing and this is creating great cash flow and engaged clients. NO Audits or Reviews! Staff is exceptional, they are self-managed and are well liked by clients. Ideal Buyer The ideal buyer will want to educate and collaborate with clients. Buyer will need to have robust experience to guide clients and to do the best possible job on their tax planning and preparation. Buyer will need to be strategic, outside the box thinker as they assist business owners in planning their growth strategies. The buyer will need to have an outgoing personality and be able to connect with a variety of clients.

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.

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.

This firm is a well-established accounting and bookkeeping firm. THERE IS NO TAX WORK! Clients are loyal and high-quality. Employees are long term and enjoy working together. Good systems are in place to keep track of work flow. Employees could go remote and the firm could easily be transitioned to a cloud based firm. Revenue is consistent throughout year and makes for great cash flow to owner. This is a great opportunity!

CPA practice available in North East North Carolina with high average fees. This CPA firm has a diverse client base from a broad range of industries. Staff are very capable and well-liked by clients. They are committed to high quality work, exceptional customer service and can work on their own unsupervised. The office has a great team atmosphere. Everyone in the practice takes pride in their responsiveness and professionalism.

The ideal buyer will have several years of public accounting experience and strong general business knowledge. The firm is perfect for a highly personable accountant who would like variety in their work. This practice would be especially attractive to someone who wants to grow, as the opportunities in the area are increasing. An individual or firm capable of adding review and other services not currently being offered will find this practice ripe for easy growth.

This is a well-established, quality tax and bookkeeping firm. Cash flow to owner is greater than 50 percent! Business and personal tax returns make up 75% of the revenues, bookkeeping services represent 25%. The firm has loyal clients and boasts an excellent reputation in the community. There is opportunity to grow the client base by offering additional services.

The ideal buyer should have good public accounting experience with a focus on tax. A commitment to great service and quality work is required. An entrepreneurial spirit and the desire to succeed will be important. The firm has had significant community involvement.

This firm is a well-established, high quality CPA firm in the North Carolina mountains. The emphasis has been on small businesses and individual tax returns. Approximately 52% of services are tax and the remainder is accounting and bookkeeping services. Quality referrals drive new business growth. Fees are good and the growth potential in the area are tremendous! Staff get along very well, the office environment is flexible and there is great respect among the staff and clients.

Buyer should have good public accounting experience. A buyer who is involved in the community could really grow this quality firm. Most clients use Quickbooks, good knowledge of this software will make for a good transition. A commitment to relationships with client and staff are necessary.

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

3144	NC	Western NC	$435,000	available	Poe Group Advisors
3121	NC	Charlotte	$628,000	sale pending	New Clients Inc.
3085	NC	Winston Salem	$605,000	available	Poe Group Advisors
3082	NC	Northeast Charlotte area	$235,000	available	Professional Accounting Sales
3003	NC	Chapel Hill Area-NC2054	$375,000	available	Poe Group Advisors
2928	NC	Charlotte-NC2051	$1,850,000	available	Poe Group Advisors
2882	NC	Wake County-NC2049	$460,000	available	Poe Group Advisors
2833	NC	Raleigh/Durham	$510,000	available	Poe Group Advisors
2689	NC	NE North Carolina - NC2042	$200,000	expired	Poe Group Advisors
2687	NC	NW Charlotte - NC2037	$260,000	expired	Poe Group Advisors
2685	NC	Western NC Mountains - NC2040	$400,000	expired	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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