Location: Texas, San Antonio

Listing #: 335-89546

Engagement: Buy-Side

Entity Description: CPA Practice

Client Description: CPA Firm, $575,000 annual gross revenues, 75% tax prep, 15% Bookkeeping/payroll, 10% Consulting

Seeking: CPA Firms interested in selling client engagements, firms grossing $50k - $350k. High interest in firms that offer business tax, bookkeeping & payroll.

Desired Transaction: Client Engagement Purchase

Transaction Purpose: This will be a new office/flagship location in San Antonio, buyer has an established office just outside of greater San Antonio. High priority is to establish new office to better serve San Antonio based clients, acquire Tax Senior & Tax Manager talent, provide career growth opportunities for current employees, add market share, increase capacity. 

Marcuson-Beck & Associates M&A Advisors, LLC “MBA” acts as a “Finder” only, MBA is not a licensed real estate broker, securities broker or licensed dealer.  MBA has no authority to enter into commitments on Client’s behalf, hold funds or securities in connection with financing, or any act which would require the Finder to become licensed as a real estate broker, securities broker or dealer.