MetroWest CPA Firm

Are you looking to expand your practice or go out on your own? -this could be your answer! We provide audit, accounting and tax services to small and mid-sized closely held businesses, non-profits and individuals in a wide range of industries primarily located in Greater Boston. Revenues from traditional CPA services in low to mid $400s, other specialized consulting services are $150K. Offices are located on Rt. 9. Owner would prefer a 3- 4-year transition period. Please contact Kristin Wells at kwells@masscpas.org.

Market Please list your firm’s top 5 practice areas (by revenue):

• A+A 165,000
• Business and NPO tax 130,000
• Individual and trusts 82,000
• Other tax 15,000
• Other services 146,000

Please list your firm’s gross revenues for the past 5 years:

• 2017 460000
• 2018 526000
• 2019 572000
• 2020 530000
• 2021 602000

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?: 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?: 1

Will you consider financing over time?: Yes

Are you willing to relocate?: Yes