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Wellesley Based CPA Practice

We are a well-established, highly reputable firm with a long standing client base looking for a merger partner, as an eventual exit strategy. 

Date Posted

July 27, 2023

We are a well-established, highly reputable firm with a long standing client base looking for a merger partner, as an eventual exit strategy.  Our client base consists of small business entities, fiduciaries and individual clients.  Our Gross revenue is approximately $925,000 +.  Our staff consist of two partners and a total staff of 5.  An ideal situation would be one where we could merge and continue to work on a full time basis, perhaps in the  2-3 year range, as we transition.  Then continue, but on a less than full time basis.  To be negotiated. Contact Kristin Wells at kwells@masscpas.org.

Market Small Business tax returns, Fiduciary tax returns, Individual tax  returns, write up work, payroll.

  • 2021 = 928,000
  • 2020 = 930,000
  • 2019 = 938,000
  • 2018 = 991,000
  • 2017 = 1,001,000

Single owner or multiple owners?: Multiple

How many owners will want to remain a part of the practice after the sale?: 2

How many leaders (not including owners) are there?: 0

How many leaders (not including owners) will want to remain a part of the practice after the sale?: 0

Will you be selling outright and plan to retire?: No

How many existing technical staff are willing to stay after the sale?: 1

How many existing administrative staff are willing to stay after the sale?: 0

Will you consider financing over time?: Yes

Are you willing to relocate?: Yes