Overview

A long-time established Bay Area CPA firm. The owner is ready to retire and looking to either sell or merge the practice with a larger firm. Retiring owner is willing to provide ongoing support as a paid consultant for up to one year after acquisition.

The owner also provides financial planning and insurance services under different business entities. If the CPA firm interested in acquiring the practice does not offer similar services, the owner is willing to help the acquiring firm to add such services to their practices, thus helping them significantly increase their revenues from the existing book of business.


Last Activity
this week
Listing Age
850 days old

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