#5394 - TULSA - OKLAHOMA

The OPPORTUNITY This is a premier opportunity to acquire a well-established CPA firm in the Tulsa area. Known for its strong local legacy and modernized operations, this practice offers a turnkey solution for a buyer seeking a firm with high-quality realization and an efficient workflow. With its strong fee structure and loyal clientele, this firm is perfectly positioned for a CPA buyer looking to expand their footprint in Oklahoma or for an individual practitioner ready to step into a high-performing legacy practice. KEY HIGHLIGHTS • Strong Revenue Stream: The firm boasts an above-average fee structure, resulting in nice cash flow to the owners. • Modern Infrastructure: The firm is fully paperless, ensuring a streamlined transition and ease of management. • Experienced Team: A loyal and knowledgeable staff is in place to support the new owner. • Continuity: The practice can remain in its current location, providing stability for the existing client base. • Transition Support: The sellers are committed to the firm’s continued success and are willing to assist with a comprehensive handover. REVENUE BREAKDOWN • 2% Accounting and bookkeeping services • 20% Tax return preparation services for individual clients • 36% Tax return preparation services for business clients • 5% Tax return preparation services for non-profits and trusts • 32% Audits • 4% Reviews • 1% Misc. services Asking: $2.6M