Location: Texas, Austin

Listing #: 030-42021

Engagement: Sell-Side

Client Description: Single Location CPA practice – all tax 2020 annual revenues $1,023,400 Mostly professional services made up of lawyers, doctors, dentists, medical professionals, and realtors.

Services Provided: 95% Tax Preparation 5% Tax Planning & Consulting

Desired Purchase Terms: Full cash-out or substantial money down. Seller is flexible.

Transition & Integration: Seller is committed to staying on as an employee through at least two full tax seasons. A reduced schedule by billable time is preferred. Maintaining location is preferred but not required.

Time Frame: 2021 summer post June 15 or Fall Nov./Dec.

Ideal Buyer: The ideal buyer is a competent and experienced CPA that shares similar cultural values and leadership.

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.