#5410 - Tulsa - OKLAHOMA

THE OPPORTUNITY An established and reputable Tulsa CPA firm is on the market as the owner prepares for retirement. This practice boasts a loyal, long-standing client base and an experienced staff, ensuring a smooth transition for a CPA buyer. Featuring a strong fee structure and nice cash flow to the owner, the firm operates out of a great location with the option to remain in the current space. This is an ideal, turnkey opportunity for an individual CPA or an existing firm looking to expand their footprint in the Tulsa market. KEY HIGHLIGHTS • Excellent Financials: Strong, established fee structure yielding nice cash flow to the owner. • Turnkey Operations: Experienced and capable staff in place to assist with daily operations and support the transition. • Loyal Clientele: High-retention, long-standing client base with deep roots in Oklahoma. • Location Continuity: The practice can remain in its current, well-situated office space, minimizing disruption for staff and clients. • Smooth Transition: The retiring seller is committed to working with a qualified CPA buyer to ensure a successful handover. REVENUE BREAKDOWN • 20% Accounting, bookkeeping, and payroll services • 23% Income tax preparation services for individuals • 50% Income tax preparation services for business clients • 7% Income tax preparation services for estates and trusts Asking: $2.4M