Location: North Carolina, Raleigh Durham

Listing #: 309-25881

Engagement Type: Buy-Side

Client Entity Description: CPA Firm/Regional

Client Description: Full Service (12) Offices, large independent full-service CPA firm $60+mm in annual gross revenues. AUDIT & ASSURANCE: Audits Reviews, Compilations, SOC Reports, CONSULTING: Covid-19 Business Services, CMMC for DOD Contractors, Cybersecurity & Control Risk, Plan Design & Administration, Healthcare Assurance & Risk Consulting, Transaction Advisory Services, Business Valuation Wealth Management. OUTSOURCED ACCOUNTING: CFO Services TAX: Credits & Incentives, Generational Wealth Transfer, High Net Worth Individuals, International, State & Local.

Industries: Construction & Real Estate, Employee Benefit Plans, Financial Institutions, Government Contracting, Healthcare, Hospitality, Not-For-Profit, State & Local Government

Desired Transaction: CPA firms interested in selling client engagements or merging into a larger firm. Firms grossing $1.5mm up to $25mm. For new-market acquisitions - minimum revenues need to be at $3mm. High interest in firms providing Wealth Management, Consulting and Advisory Services in addition to the traditional tax and audit services. 

Transaction Purpose: An acquisition or merger in Raleigh Durham will be a New-Market office expansion for our client.  High priority: Add bench strength, provide career growth opportunities for current team members, add market share, increase capacity to better serves clients.

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.