NEW YORK: 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!

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.

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:

Experienced NJ-Based CPA Seeking to Acquire Solo Practice. Gross rage $700k to 2M I am an NJ-based CPA with extensive experience in public accounting, gained from working with an international firm. I am actively seeking to acquire a solo practice that focuses on small and medium-sized businesses and high-net-worth (HNW) clients. I am flexible with the transition period and open to considering longer transitions to ensure a seamless transfer. As a South Asian American professional fluent in multiple languages, I bring a diverse skill set and deep cultural understanding to better serve a wide range of clients. If you are interested in selling your practice and would like to discuss this opportunity further, please get in touch. I look forward to connecting with potential sellers.