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Practice for Sale/Wanted

Wealth management firm looking to grow

A full-service wealth advisory firm that provides our clients comprehensive investment advisory, financial planning and tax services. We are looking to expand our current tax planning and preparation services by merging with or acquiring a CPA practice. Contact Brian Senske – Please call 952-896-3820 or email brians@allstarfinancial.com.

Posted: Tuesday, December 01, 2020

Want to sell?

Owners of CPA or Accounting Practices: If you prefer payment in cash at closing rather than earnouts in the future then we should talk. Sunbelt Business Advisors generate buyers that pay market-based sale prices AND will invest significantly more cash at closing than traditional buyers. We guarantee ten buyer leads in the first ninety days or cancel at no cost. Multiple buyers put Sellers in a position of strength while Sunbelt’s process ensures a timely closing. Please contact Dan Mulvaney, CPA, Inactive at dan@mulvaneysun.com or 612-860-0047 for a confidential discussion.

Posted: Friday, November 13, 2020

CPA sole practitioner for merger/sale

Practice Details: This firm has a great Minnesota lake country location and has been in business over 30 years with an excellent area reputation and loyal client base. The practice has a stable revenue history which is nicely balanced. The proprietor is ready to sell or merge and would consider some financing.

2019 Financial Results: Gross revenue $583,000; 33% Business tax preparation/annual financial statement services; 27% Personal tax preparation; 40% Bookkeeping and payroll services; Sole owner discretionary cash flow 40% of gross. Owner believes there are other significant economies in a merger.

Personnel: Key Staff will stay on with new owners. The proprietor will be available for an extended transition to provide tax season support and transition support to optimize client retention.

Facilities: Building is seller owned, will sell or lease to buyer.

Company confidential. Send responses to advertising@mncpa.org or Blind Box #5928 MNCPA, 1650 West 82nd Street, Suite 600, Bloomington, MN 55431. Please reference Blind Box #5928 in your response.

Posted: Wednesday, October 21, 2020

Wanted: accounting practice

Established expanding CPA firm specializing in small business accounting, payroll and taxes is looking to acquire accounting and tax practices in the metro area. Currently have 4 metro locations and a Rochester location. Have done many successful mergers/acquisitions. Please call Gary Haworth at 952-484-4343 or email ghaworth@haworthco.com.

Posted: Thursday, October 01, 2020

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