Thomas Weldon

• Well established, single owner CPA practice• 63% tax preparation, 24% accounting & payroll, 13% other• Strong staff in place, including a CPA and an EA• Seller discretionary earnings over 55% of revenue• Tax software used is UltraTax• Office available for lease• Owner is available for a long-term transition, continued employment ... Less

• Well established, multi-partner CPA practice• Only 25% of revenue from individual tax prep• 30% business tax prep, 41% attest services, 4% other• Strong staff in place, including 2 staff accountants• Software used is UltraTax and Workpapers CS• Office space available for lease• Multiple owners available for an extended transition ... Less

• Well established, single owner tax & accounting practice• 67% tax prep, 18% accounting, 15% payroll• High volume with opportunities for price increases• Strong seasonal staff• Tax software used is ProSeries• Office space available for lease or purchase• Owner is available to transition ... Less

• Well established, single owner CPA practice• 73% tax prep, 27% accounting• Experienced staff, including an EA Tax Manager• Tax software used is ProSeries• Office space available for lease• Owner is available to transition ... Less

• Well established, multi-partner CPA practice• 47% tax prep, 30% accounting, 23% consulting/other• High margin practice with a focus on business clients• Strong staff, including 3 staff accountants and 3 bookkeepers• Tax software used is UltraTax• Office space available for lease or purchase• Multiple owners available for an extended transition ... Less

• Well established Enrolled Agent practice• 80% tax prep, 20% accounting/payroll/other• High volume with opportunities for price increases• Experienced staff available to transition• Tax software used is Drake• Office space available for lease• Owners are available to transition ... Less

• Well established, single owner CPA practice• 88% tax prep, 12% payroll & other• Staff Accountant available to transition• Tax software used is ProSeries• Office space available for lease• Practice could be relocated within NW Ohio• Owner is available to transition, continue working part-time, if desired ... Less

• Well established, single owner EA practice• 56% tax preparation, 44% bill payment• Focus on 1040s and 1041s – avg return fee >$1,000• Part-time / seasonal staff of 6, including a CPA and an EA• Tax software used is CCH ProSystem FX• Office space available for lease• Owner is available to transition ... Less

• Well established, high volume, tax & accounting practice• 66% tax preparation, 16% accounting, 18% payroll & other• Includes over 1,200 1040s with opportunity for fee increases• Staff consists of 2 employees• Tax software used is Lacerte• Office space available for lease• Owner is available to transition ... Less

• Well established, single owner CPA practice• 71% tax & accounting for business clients• 29% tax prep for individuals; avg 1040 fee ~ $775• Staff consists of 3 full-time employees• Tax software used is CCH Axcess• Office space available for lease• Owner is available to transition ... Less