Willow Whitney

Geographic Location: NE Indiana in Whitley CountyPractice Details: This fine CPA practice has an experienced staff of 3 CPAs with a total staff of 10. CPA owner willing to stay on long term to smoothly transition clients. Nice mix of business with 48% tax prep and 39% write up work.Revenue breakdown: Individual and Business tax: 48%, Write up: 39%, Payroll: 10%, Reviews: 3%Facilities: 7 offices + reception area in strip mall = 4000 sq feet, rent is $4000 monthly, assumableFurniture and Equipment: all computers, desks, file cabinets, and server phone system come with the practice.Staff: 1 CPA owner + 3 other CPAs and 7 other staffers (3 FT, 2PT, 2 seasonal)Software: QuickBooks, Drake, Office 365 ... Less

Practice Details: This fine tax practice has an experienced staff of 4 CPAs with a total staff of 9. CPA owner intends to stay on for at least 2 years to smoothly transition clients. Average Individual tax fee is $1100 and average business tax fee is $2100 Annual Revenue: $1.3 millionRevenue breakdown: Individual and Business tax: 89%, Reviews: 7%Facilities: 9 offices + reception area in 19 story office building = 3400 sq feet, rent is $7500 monthly with parking, assumableFurniture and Equipment: all computers, desks, file cabinets, and server phone system come with the practice.Staff: 1 CPA owners + 4 other CPAs and 5 other staffersSoftware: Sage 50, BNA Fixed Assets, BNA Tax Planner, ProSystem FX ... Less

NEW CPA Tax Practice for SaleLISTING NUMBER MI3077Geographic Location: Northern Lower MichiganPractice Details: Highly profitable CPA tax practice located in the Northern Lower area of Michigan on Lake Michigan. 2 CPA owners plus 1 receptionist so it is run lean. One of the CPA partners is willing to stay on long term. They own the offices which they will also sell eventually. Annual Revenue: $819,000Owners Cash Flow: $422,000 Revenue breakdown: Individual and Business tax: 80%, Write up: 7%, 10% estate planning. No audits or reviews Facilities: 4 offices + reception area with 7 other rooms = 2800 sq feet, rent is $4500 monthly, triple net and assumableFurniture and Equipment: all computers, desks, file cabinets, and server phone system come with the practice.Staff: 2 CPA owners + receptionistSoftware: Accounting CS, QB, UltraTax, ProSystem FX ... Less

Opportunity: A highly respected EA practice owner is seeking a seamless transition of their thriving firm to a successor. This presents an exceptional opportunity for a qualified professional to acquire a well-established client base and continue a legacy of success.Practice Overview:• Location: Strategically situated in northwest Tazewell County, Illinois. (map: Click Here)• Services: Comprehensive tax preparation, bookkeeping, and payroll services.• Reputation: Known for exceptional responsiveness, deep client relationships, and a highly knowledgeable staff.• Growth Potential: Positioned for continued success and significant growth.Key Financial Highlights:• 2024 Revenue: $713,000• 2023 Revenue: $667,000• 2024 Cash Flow to Owner: $237,000*Client & Service Breakdown:• Tax Preparation: 57% of revenue, • Bookkeeping: 16% of revenue• Payroll: 27% of revenueAcquisition Details:• This practice meets SBA cash-flow-to-debt service ... Less

Listing MN1116Practice Details: Retiring owners are seeking a qualified Buyer for this multi-office profitable tax and accounting practice. Established in 2014 2ith a loyal and well-established client base. Great seasoned staff will stay on. Great Cash Flow and Bill Rates.Annual Revenue: Growing revenue pattern with 2024 at $2,900,000.Revenue Breakdown:60% Personal and Business tax preparation24% Write-up and bookkeeping9% Payroll5% AuditFacilities: Four fully-equipped and staffed locationsFurniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office and equipment included in selling price.Software: Lacerte, Thomson Reuters ... Less

NEW CPA Practice for SaleLISTING NUMBER VA2068Geographic Location: Northern VirginiaPractice Details: Top quality CPA tax practice located west of DC. CPA owner plus 1 other CPA, three accountants, and two bookkeepers. Annual Revenue: $600,000 Revenue breakdown: Individual and Business tax: 53%, Write up: 36%, 6% payroll Facilities: 5 offices + reception area with 6 total rooms = 1200 sq feet, rent is $2400 monthlyFurniture and Equipment: all computers, desks, file cabinets, and server phone system come with the practice.Staff: 1 CPA owner + another CPA and 5 accountantsSoftware: Sage 50, QuickBooks, CCH Access Tax ... Less

Opportunity: A highly respected CPA practice owner is seeking a seamless transition of their thriving firm to a successor. This presents an exceptional opportunity for a qualified professional to acquire a well-established client base and continue a legacy of success.Practice Overview:• Location: Strategically situated in southeast McHenry County, Illinois.• Services: Comprehensive tax preparation, bookkeeping, and payroll services.• Reputation: Known for exceptional responsiveness, deep client relationships, and a highly knowledgeable staff.• Growth Potential: Positioned for continued success and significant growth.Key Financial Highlights:• 2024 Revenue: $635,000• 2023 Revenue: $580,000• 2024 Cash Flow to Owner: $281,000Client & Service Breakdown:• Tax Preparation: 71% of revenue, serving approximately 1,100 loyal clients.• Bookkeeping & Payroll: 26% of revenue, serving approximately 40 clients.• Miscellaneous Services: 3% ... Less

Practice Details: This well-established practice for sale produces gross revenues of approximately $220,000.Revenue Stream: 85% tax and 15% consulting, miscClients: 300+Average Return: $650Software: Drake Reason for Selling: Well deserved Retirement Modern and convenient location.Keep the current office or tuck it in.The Seller will facilitate a very smooth transition. Now is the time to buy. Attractive asking price. Let's talk terms. ... Less

Geographic Location:  ChicagoHere's your chance to own a high-quality CPA practice. Buying a practice has never been easier. We'll walk you through the process, from pre-qualification to introductions, due diligence, financing, and a smooth transition. A flexible seller and a strong community reputation make it possible.Practice Details: This well-established CPA practice for sale produces gross revenues of approximately $600,000.Revenue Stream: 83% tax and 14% bookkeepingAverage Hourly Rate: $250Software: Lacerte and QB Staff: 4FT, and 2PT - will stay onThe seller would consider staying on for extended transition.With its convenient Uptown location for staff (off the "L"), this practice is poised for more growth. ... Less

Practice Details: Retiring CPA owner is seeking a qualified Buyer for this very profitable tax and accounting practice. In business over 20 years a loyal and well-established client base.Great Cash Flow (67%) and Bill Rates.Annual Revenue: Growing revenue pattern with 2023 at $391,000.Revenue Breakdown:75% Personal and Business tax preparation25% Write-up, bookkeeping and payrollFacilities: Owner Occupied Builing in prime location available for sale or leaseFurniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office and equipment included in selling price.Software: TaxWise ... Less

A highly respected local CPA in McHenry County, Illinois, is looking for a qualified individual or firm to take over their thriving practice as they begin a well-deserved transition into retirement. If you know someone who might be a good fit for this exciting opportunity, please connect them with me!Here is a fantastic opportunity for an established CPA to inherit a loyal client base and continue providing exceptional care. ... Less

Listing WI1127Practice Details: Profitable, established CPA practice in Appleton WisconsinRevenue breakdown: 2022 Gross $234,000, Individual and Business Tax 50% Write-Up, Payroll, Etc. 50%Facilities: Leased Facility Month to MonthFurniture and Equipment: computers, desks, chairs, file cabinets, etc. are included.Staff: Owner + 3 staffSoftware: ATX, QuickbooksTransition Support. Retiring Owner, staff will stay. Possible seller financing.Owner willing to consider long term transition, and possible seller financing. ... Less

LISTING WI1128Practice Details: Retiring owners are seeking a qualified Buyer for this multi-office profitable tax and accounting practice. In business over 20 years a loyal and well-established client base. Owners willing to offer extended transistion. Great seasoned staff will stay on. Not too far from Twin Cities.Great Cash Flow and Bill Rates.Annual Revenue: Growing revenue pattern with 2022 at $1,300,000.Revenue Breakdown:60% Personal and Business tax preparation20% Write-up and bookkeeping15% PayrollFacilities: Three fully-equipped and staffed locationsFurniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office and equipment included in selling price.Software: DrakePossible Seller Financing ... Less

Geographic Location: NW suburbs Philidelphia - Listing PA2320It would be the perfect size for an experienced individual PA or EA ready to jump into practice ownership or make a profitable addition to another established firm looking to expand in this market.Practice Details: This well-established PA practice for sale produces gross revenues of approximately $400,000.Revenue Stream: Tax and monthly and annual accounting. Unique billing model. This practice serves a loyal client base to generate referrals and expand service opportunities with impressive year-over-year growth.This turn-key practice is primed for a new owner, a smooth transition, and continued growth. Cash Flow to the Owner: $275,000 = 68%Facilities: High visibility location. First-floor office spaces with a reception, breakroom, and conference room. Parking. Convenient to clients.Seller owns the building. Favorable lease terms.Staff: Seasoned staff will stay. ... Less

Geographic Location: Ford County, IL - Listing IL2319First-time practice owner? Build your practice and raise your family in a beautiful city with friendly people, wide diversity, and strong economic growth.Growing your existing practice? Step right into a book of current and loyal clients.Practice Details: This well-established practice for sale produces gross revenues of approximately $500,000.Revenue Stream: 80% tax, 20% bookkeeping and payrollThis practice serves a loyal client base to generate referrals and expand service opportunities with impressive year-over-year growth.This turn-key practice is primed for a new owner, a smooth transition, and continued growth. Cash Flow to the Owner: $280,000 = 56%Staff: Seasoned staff will stay. The Owner will facilitate a smooth transition. ... Less

Practice Details: Retiring owner seeking qualified buyer for this tax and accounting practice. This firm has been in business over 18 years with an excellent area reputation and loyal client base.Annual Revenue: Growing Revenue Stream with 2022 at $107,000Revenue Breakdown: 90% personal and business tax preparation, 10% other accounting servicesOwner Cash Flow: Averaging 72% of Annual RevenueFacilities: Leased $750/mo. ... Less

Practice Details: Outstanding Accounting and Tax practice in Dane County WisconsinCash Flow: Cash flow to owner 60%Revenue breakdown: Individual and Business Tax 75% Write-Up/Other 25%Facilities: Rented office month to monthFurniture and Equipment: all computers, desks, chairs, file cabinets, etc. are included.Staff: Owner + 5 Full and Part Time staffSoftware: Drake + Quick Books ... Less

Practice Details: Profitable Accounting and Tax practice in Green Bay WisconsinCash Flow: 50%+Revenue breakdown: Individual and Business Tax 65% Write-Up/Other 35%Facilities: Leased OfficeFurniture and Equipment: all computers, desks, chairs, file cabinets, etc. are included.Staff: Owner + Staff of threeSoftware: Drake ... Less

Practice Details: Profitable 25 year established Accounting and Tax practice in Brown County WisconsinCash Flow: Cash flow to owner 48%Revenue breakdown: Individual and Business Tax 46% Write-Up 20% Payroll 21%Facilities: Seller Owned will lease to new ownerFurniture and Equipment: all computers, desks, chairs, file cabinets, etc. are included.Staff: Owner + 2 Full and Part Time staffSoftware: Drake + Pro System FX ... Less

Practice Details: Retiring owner seeking qualified buyer for this tax and accounting practice. This firm has been in business over 18 years with an excellent area reputation and loyal client base.Annual Revenue: Growing Revenue Stream with 2022 at $107,000Revenue Breakdown: 90% personal and business tax preparation, 10% other accounting servicesOwner Cash Flow: Averaging 72% of Annual RevenueFacilities: Leased $750/mo. ... Less

First-time practice owner? Build your practice and raise your family in a beautiful city with friendly people, wide diversity, and strong economic growth.Growing your existing practice? Step right into a book of current and loyal clients.This practice serves a loyal client base to generate referrals and expand service opportunities with impressive year-over-year growth. Primed for a new owner, a smooth transition, and continued growth.It would be the perfect size for an experienced individual CPA or EA ready to jump into practice ownership or make a profitable addition to another established firm looking to expand in this market.Revenue Stream: 90% tax, 10% bookkeeping and payrollCash Flow to the Owner: $205,000.Facilities: High visibility location. First-floor office spaces with a reception, breakroom, and conference room. Parking. Convenient to clients. Favorable lease terms.Staff: Seasoned staff will stay. The Owner will ... Less