CPA firm for sale located in greater Lowell area, providing traditional tax and accounting services to individuals and businesses. Annual revenue from tax and bookkeeping is around $570K, plus additional from the advisory practice. Current owner will remain for up to two years, initially full-time, followed by part-time. Please reach out to Kristin Wells at email@example.com.
Please list your firm’s top 5 practice areas (by revenue): Individual Taxes, Business Taxes, Bookkeeping
Please list your firm’s gross revenues for the past 5 years: 2021 568k 2020 563k 2019 513k 2018 464k 2017 430k
Single owner or multiple owners?: Single
How many owners will want to remain a part of the practice after the sale?: I will remain for up to two years, initially full-time, followed by part-time
How many leaders (not including owners) are there?: One
How many leaders (not including owners) will want to remain a part of the practice after the sale?: Depends on the terms
Will you be selling outright and plan to retire?: Yes
How many existing technical staff are willing to stay after the sale?: Definitely two accountants.
How many existing administrative staff are willing to stay after the sale?: One of the accountants is handling administrative functions. Currently looking for another accountant.
Will you consider financing over time?: Yes
Are you willing to relocate?: No