Seeking a Successor

A well established CPA firm seeks a successor. The plan would be to work in the business and develop client relationships, manage an experienced team of professionals with the intent to own all or a portion of the firm. Our team members are independent and experienced specializing in different areas and service their own client base. They are proficient in providing client services. We strive to set and meet firm goals to achieve the best client service possible. Our firm utilizes cutting edge technology to complete jobs and enable a hybrid workplace to promote flexibility. Must be a CPA, MST with 5+ years experience in a CPA firm with a high concentration in entity and individual taxation. Applicants must have attention to detail, inquisitiveness, persistence and value continuing education. Inquiries held in strict confidence. Contact northbostoncpa@gmail.com.

Market

• Tax Preparation, Tax Planning, Business Consulting, Accounting and Bookkeeping, Other Tax Related Services
• $1.3M - $1.5M over last 5 years
• Single owner or multiple owners?: Single
• How many owners will want to remain a part of the practice after the sale?: 1
• How many leaders (not including owners) are there?: 2
• How many leaders (not including owners) will want to remain a part of the practice after the sale?: 2
• Will you be selling outright and plan to retire?: No
• How many existing technical staff are willing to stay after the sale?: 6
• How many existing administrative staff are willing to stay after the sale?: 1

Will you consider financing over time?: Yes

Are you willing to relocate?: Yes