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Latest Practices Wanted for Purchase or For Merger

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GA

thomas@thirdactretirement.com

EA/CFP and owner of a 26 year old wealth-management firm seeking North Atlanta (Kennesaw, Acworth, Woodstock, Vinings, Sandy Springs, Roswell, Alpharetta, Marietta), Georgia tax/accounting practice. $400K–$1.2M revenue preferred. Strong tax client base, experienced staff and retiring owner preferred. Financing available. Confidential inquiries welcomed.

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All States

abanks@bankstaxllc.com

**Bookkeeping Wanted** My company is looking to grow our Bookkeeping business. If you are thinking of selling or downsizing your Bookkeeping clients, please reach out. We are located in Bucks County PA, but interested in any Bookkeeping clients that are located nearby or Virtual or can become Virtual. We use QuickBooks Online only. We have 15+ years of experience. Andrew Banks abanks@bankstaxllc.com 445.295.6232

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CA

alan@verityledgerhq.com

Seeking Small Bookkeeping & Payroll Book of Business in California I am looking to acquire a small, established bookkeeping and/or payroll client book in California. Ideal opportunity: *Recurring bookkeeping/payroll clients *Owner retiring, downsizing, or reducing workload *Remote/virtual preferred *QuickBooks Online/cloud-based preferred *Fresno/Central California preferred, but open statewide *Partial client books or carve-outs welcome I value a smooth transition, client continuity, and long-term retention. Confidential inquiries welcome. Alan Founder, Verity LedgerHQ LLC

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All States

bruce@newientsinc.com

We’re not the biggest but we are the best when it comes to getting you top dollar and the best terms for your practice. Thousands of sales completed nationwide. Visit www.newclientsinc.com or call 856-304-1035

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VIRTUAL

haber@yourtaxhelpnow.com

Family run virtual tax practice based in Northeastern US looking to purchase tax practice or book of business of any size up to $200k. Founder is EA and tax attorney. We pride ourselves on giving our clients personal attention. Your clients will be in good hands with us. Prefer virtual practices handling tax preparation, tax planning/advising, or bookkeeping. Solo and small practices looking to sell are encouraged to contact us.

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CA

michael@sterntax.com

Bay Area existing EA firm would like to buy tax firm for $1M to $2M. Offices in SF and Walnut Creek. 97% Virtual.

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