M&A Active Buy/Sell TX, San Antonio 3

Location: Texas, San Antonio

Listing #: 337-22285

Engagement: Buy-Side

Entity Description: CPA Practice

Client Description: CPA Firm, w/$8 mm+ annual gross revenues, (2) San Antonio area locations, (20) CPAs, (4) EA’s, total employees 49, Services, Income Tax Preparation and Planning, Accounting Services, Business Planning and Consulting, Estate Planning, Tax Compliance.

Seeking: Merger or Acquisition of a smaller up and coming firm or similar size firm with young leadership/owners. Transaction will facilitate two Sr. Partners retirement 3-5 years post transaction.

Desired Transaction: Merger or Acquisition.

Transaction Purpose: Succession Plan

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.

3150 C St., STE 205 Anchorage Alaska 99503, United States | 907 830-3663

Marcuson-Beck & Associates M&A Advisory Services LLC, is a boutique M&A Advisory and deal sourcing resource. We provide experienced insight and expert advisory to financial services professionals and businesses for growth, new market penetration, service line diversification, talent acquisition and succession planning. 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.

Copyright © 2021 All Rights Reserved.