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