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METROWEST FIRM LOOKING TO EXPAND ITS PRACTICE

We are a high-quality MetroWest CPA firm offering a full range of accounting and tax services, seeking a practitioner who is either looking to retire in the near future or merge his/her practice with ours.

Date Posted

August 10, 2022

We are a high-quality MetroWest CPA firm offering a full range of accounting and tax services, seeking a practitioner who is either looking to retire in the near future or merge his/her practice with ours. Please send your response to Kristin Wells at kwells@masscpas.org.

  • Practice Areas/Industries: Accounting and Tax Services
  • Annual Revenues:
  • Number of Partners/Employees:
  • Could the seller keep their existing office/location(s), or will they need to physically relocate?: Relocate
  • Please list any practice areas you’re not interested in (i.e., a significant volume of 1040s, financial statement work, etc.): Complex international tax work. Yellow book audit work. High volume low complexity individual tax returns.
  • What are your primary reasons for a merger?: Acquiring talent Increasing profits Expanding services
  • In addition to acquiring the business, will you retain the existing staff?: Yes
  • If yes, will you keep both the technical and the administrative staff, or only the technical staff?:
  • Are you only interested in acquiring retirement-minded practitioners?: No
  • If yes, how many years can the selling partner remain employed at the firm?:
  • Will you consider a deal with some cash up front, or do you intend to finance the transaction over time?: Finance