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Seattle Accounting & Tax Firm Seeking Merger Partner / Practice Leader
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Established Seattle-Area Accounting, Tax & Advisory Practice Acquisition Opportunity
An established accounting, tax, and advisory practice serving small and lower-middle-market businesses in the greater Seattle area is available for acquisition.
The firm provides a comprehensive suite of services including tax preparation, tax planning, bookkeeping, accounting services, advisory support, and business consulting. The client base consists primarily of established small and mid-sized business owners across a variety of industries.
This opportunity is ideal for an existing CPA firm, accounting practice, enrolled agent, tax professional, or financial advisory group seeking to expand through acquisition. The business offers an established client base, recurring revenue, experienced team members, and significant opportunities for growth through expanded advisory and financial services offerings.
The current ownership is open to discussing a variety of transaction structures, including an outright sale, phased transition, seller financing, or other mutually agreeable acquisition terms. Transition assistance may be available to help ensure client retention and continuity.
Potential buyers may benefit from:
• Established recurring client relationships
• Diversified accounting and tax service offerings
• Growth opportunities through additional advisory services
• Strong presence in the Seattle market
• Scalable operational infrastructure
• Opportunity to expand an existing accounting or tax practice
The seller is seeking qualified buyers with relevant accounting, tax, financial, or business management experience. Financial capability, industry expertise, and the ability to successfully transition and grow the practice will be considered during the review process.
All inquiries will be handled confidentially. Additional information will be provided to qualified buyers following an initial discussion and execution of appropriate confidentiality requirements.
An established accounting, tax, and advisory practice serving small and lower-middle-market businesses in the greater Seattle area is available for acquisition.
The firm provides a comprehensive suite of services including tax preparation, tax planning, bookkeeping, accounting services, advisory support, and business consulting. The client base consists primarily of established small and mid-sized business owners across a variety of industries.
This opportunity is ideal for an existing CPA firm, accounting practice, enrolled agent, tax professional, or financial advisory group seeking to expand through acquisition. The business offers an established client base, recurring revenue, experienced team members, and significant opportunities for growth through expanded advisory and financial services offerings.
The current ownership is open to discussing a variety of transaction structures, including an outright sale, phased transition, seller financing, or other mutually agreeable acquisition terms. Transition assistance may be available to help ensure client retention and continuity.
Potential buyers may benefit from:
• Established recurring client relationships
• Diversified accounting and tax service offerings
• Growth opportunities through additional advisory services
• Strong presence in the Seattle market
• Scalable operational infrastructure
• Opportunity to expand an existing accounting or tax practice
The seller is seeking qualified buyers with relevant accounting, tax, financial, or business management experience. Financial capability, industry expertise, and the ability to successfully transition and grow the practice will be considered during the review process.
All inquiries will be handled confidentially. Additional information will be provided to qualified buyers following an initial discussion and execution of appropriate confidentiality requirements.
About the Business
- Years in Operation
- 36
- Employees
- 12 (6 Full-time, 2 Part-time, 4 Contractors)
- Currently Relocatable
- Yes
- Currently Home Based
- Yes
- Facilities & Assets
- Confidential Seattle-area accounting and tax practice. Details regarding office location, staff, systems, and operating footprint will be disclosed after execution of NDA and preliminary qualification.
- Market Outlook / Competition
- The accounting industry remains highly fragmented, with many smaller firms facing capacity constraints, succession challenges, technology limitations, and limited ability to provide higher-value advisory services. This creates an opportunity to build a more integrated platform for business owners who need more than annual tax preparation.
The firm is positioned to compete not merely as a traditional CPA office, but as a holistic financial partner for small and medium-sized business owners. - Opportunities for Growth
- Combine with smaller tax, accounting, bookkeeping, or advisory practices whose owners want succession, scale, or a broader platform.
Move beyond one-time tax preparation into monthly and annual packages for business owners.
Use bookkeeping as the foundation for higher-value advisory, tax planning, and CFO work.
Proactive tax planning
Convert compliance-only tax clients into planning relationships with quarterly strategy reviews.
Serve growing businesses that need financial clarity, KPI dashboards, budgeting, forecasting, and decision support.
Help business owners prepare for eventual sale, succession, recapitalization, or acquisition.
Build referral relationships with attorneys, bankers, wealth advisors, business brokers, consultants, and insurance professionals.
Improve client onboarding, time tracking, staff utilization, billing, document collection, and client communication.
Real Estate
- Owned or Leased
- Leased
- Rent
- $4,000.00 per month
About the Sale
- Seller Motivation
- Ownership is seeking a strategic merger partner or practice leader to strengthen
- Transition Support
- The preferred partner is expected to remain actively involved after closing or combination. Transition planning will be tailored to the transaction and may include client introductions, tax season support, staff integration, workflow transition, systems migration, and ongoing leadership responsibilities.
Listing Info
- ID
- 2512430
- Listing Views
- 85
Attached DocumentsAttachment Disclaimer
Listing ID: 2512430 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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