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Well Known Boston CPA Firm

Well known Boston CPA firm with revenue near $1 million looking to merge or sell with partners heading toward retirement. Full range of tax and accounting services. Several large clients. Well known Managing Partner willing to stay on with new firm.

Date Posted

August 11, 2022

Well known Boston CPA firm with revenue near $1 million looking to merge or sell with partners heading toward retirement. Full range of tax and accounting services. Several large clients. Well known Managing Partner willing to stay on with new firm. Please reach out to Kristin Wells at kwells@masscpas.org.

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

  • Tax Preparation
  • Commercial and Non Profit Audits
  • Commercial and Non Profit Compilations and Reviews
  • Consulting services
  • Peer Review

Please list your firm’s gross revenues for the past 5 years: $925,633

  • $849,308
  • $869,075
  • $882,383
  • $879,702

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?: 3

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

Will you consider financing over time?: Yes

Are you willing torelocate?: Yes