ACQUISITION/RETIREMENT IN NEAR FUTURE

Established CPA firm located in Chestnut Hill is very interested in acquiring or merging with practitioner(s) who would like to retire in the near future. Our history of past transactions has been successful. Respond in confidence to Jay Kessler, CPA, Samet & Company PC, 1330 Boylston Street, Chestnut Hill, MA 02467 617-731-1222, jayk@samet-cpa.com.

• Practice Areas/Industries:
• Annual Revenues:
• Number of Partners/Employees:
• Could the seller keep their existing office/location(s), or will they need to physically relocate?: Keep
• Please list any practice areas you’re not interested in (i.e., a significant volume of 1040s, financial statement work, etc.):
• What are your primary reasons for a merger?: Expanding services, Geographic coverage
• 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?: Both
• 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?: Upfront