Location: Texas, Dallas

Listing #: 319-01264

Engagement: Buy-Side

Entity Description: CPA Practice

Client Description: Full Service Regional Tax & Audit CPA Firm - $40 mm+ annual gross revenues, long term client, 5+ years, 20+ transactions, multiple states.

Seeking: CPA Firm/Flagship/New Office - Firms interested in selling client engagements or merging into a larger firm, grossing $850k - $10mm. High interest in firms that offer business tax, audits, yellow-book, commercial, nonprofit, public company audits, CFO consulting, business valuation, bookkeeping & payroll.

Desired Transaction: Client Engagement Purchase and/or Merger.

Transaction Purpose: This will be a new office, new market share addition. High priority is to add bench strength to facilitate succession for senior partners, 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.