Location: Illinois, Lincolnshire
Listing #: 219-98567
Engagement: Buy-Side
Entity Description: CPA Practice
Client Description: Single location Independent CPA Firm, 15 mm+ annual gross revenues, SERVICES: Assurance, Business Advisory, Tax Services, Private Client, Specialized Accounting Services, Outsourced CFO Services, Mergers & Acquisitions, Wealth Management
Seeking: CPA Firms located in Greater Chicago area, firms interested in selling client engagements or merging into a larger firm, grossing $900k - $5mm. High interest in firms that provide tax services, audits, commercial, nonprofit, CFO consulting.
Desired Transaction: Client Engagement Purchase and/or Merger
Transaction Purpose: This is an established location. High priority is to acquire market share regionally, add bench strength, provide career growth opportunities for current employees, add new-profitable services.
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.