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

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!

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.

We are a CPA firm located in Tampa, FL. We are looking for CPA, bookkeeping or tax firms to purchase in the central Florida region. We also provide financial planning and wealth management services, fee only basis. We have 2 CPAs on staff, Auditor, bookkeeper. We focus on Financial Audits for non-profits, Client Accounting services, bookkeeping and taxes for individuals and businesses. We are looking for a firm who focus on services similar to ours and revenues of at least 300K.

Skip the broker's fees! We will pay you 2.0X revenue (40% of revenue over 5 tax seasons)! Firms that are already setup to handle the entire tax preparation process remotely are encouraged to reach out. We are looking for firms that concentrate almost exclusively on tax preparation. All locations considered. Additional terms apply. *If your firm is handling the majority of the process face to face, conducting in person intake interviews, providing paper copies of the returns to clients, and/or you do not heavily rely on your client portal, this would NOT be a good opportunity for you. Contact us today - LTW@Wierenga.Tax

We are a tax & accounting firm located in Long Island, NY. We provide tax prep & planning, bookkeeping, and payroll services to over 600 clients. We also provide financial planning & wealth management services on a fee only basis, with approx $270M AUM. Our team consists of CPA's, Enrolled Agents, and CFP's. We're currently exploring growth opportunities through acquisition, and are particularly interested in connecting with tax focused firms. We are also open to firms with bookkeeping & payroll. Firms with clients that are high net worth individuals are a plus. We're open to various arrangements including: Full acquisitions, Phased transition plans, Partial acquisitions, and Partner opportunities. We're looking for practices in New York, Florida, and California. Preferably in the following locations: New York: Long Island & Manhattan, Florida: Anywhere, California: Bay Area & San Diego. If you're open to a confidential discussion about your future plans or potential synergies between our firms, I'd welcome the opportunity to connect. Please email me here: