California CPA, Tax and Accounting Practices Wanted for Purchase or For Merger

We are a Cpa firm operating in Modesto, Ripon, and Escalon, California. We have been in business for 30 years. Interested in acquiring all types of firms. We currently specialize in construction medical and restaurant accounting.

I have an accounting background and bachelor degree in accounting. I’m a first time buyer. Seeking to establish terms that most benefit the longevity of the business and which are best for the clients.

We are looking to acquire a US-based 100% virtual tax and accounting practice with an existing client base and a small team of employees. If you’re an owner considering retirement or transitioning out of the business, we’d love to connect. The Practice must be fully remote; must be paperless; a small team of 3-20 employees; established client base with recurring revenue and a strong cashflow; strong systems & processes in place. Practices with either a mix of monthly business accounting services and tax preparation, or that focus on a niche are preferred. At this time, we are not interested in practices that only focus on individual taxes, nor firms that perform audits or reviews. We understand the importance of a smooth transition for both clients and employees, and we’re open to discussing flexible deal structures to ensure a win-win for everyone. Up to 1.5x revenue, Owner Transition Options; Must be open to Earnout over 4-5 years. If you or someone you know is interested, let’s talk. Email to arrange a confidential meeting.

We’re actively looking to acquire a remote bookkeeping firm with an existing client base and a small team of employees. If you’re a bookkeeping business owner considering retirement or transitioning out of the business, we’d love to connect. What We’re Looking For: -Fully or primarily remote bookkeeping firms -A small team of 3-20 employees -Established client base with recurring revenue -Strong systems & processes in place We understand the importance of a smooth transition for both clients and employees, and we’re open to discussing flexible deal structures to ensure a win-win for everyone. If you or someone you know is interested, let’s talk!

I am a serious first-time buyer looking to acquire a well-established professional practice valued between $200,000 and $300,000, with an immediate 20% down payment available. My ideal acquisition involves an owner considering retirement within the next two to three years who is open to a phased transition to ensure continuity for clients and staff. I am committed to maintaining the integrity and reputation of the practice while fostering strong client relationships. I am open to fair and flexible terms and would prefer a transition where the owner remains involved for a period of time. Both virtual and physical firms will be considered. If you are thinking about retirement and want to transition your practice into capable and committed hands, let’s discuss how we can create a mutually beneficial arrangement. Confidential inquiries are welcome.

Considering Retirement or Scaling Back? Personable & Productive CPA seeks a tax-focused firm. • Fair, Flexible Terms – Up to 1.5x revenue • Transition Options – Owner can stay involved if desired All virtual firms in CST / EST time zones will be considered. Physical firms in IL, GA, MI, & TN will be considered. Call or Email to arrange a confidential meeting: replynow@actginfo.com 770-679-7790 We are not a broker.