Existing Resources Banner

<div style="float: right; margin: 0 10px 0px 10px;" rel="float: right; margin: 0 0px 0px 0px;"><iframe width="256" height="225" src="https://player.vimeo.com/video/542343488" frameborder="0" allowfullscreen=""></iframe> </div>
<a href="https://poegroupadvisors.com" style="color:#64cb71;" target="_blank" rel="nofollow">Poe Group Advisors</a> (PGA) was founded by Brannon Poe, CPA. Brannon has been brokering Accounting Firms for almost 20 years. He got his start as a CPA at Ernst and Young. In 2003 he began facilitating accounting firm sales on the East Coast of the U.S. Now, PGA has helped facilitate hundreds of transitions all over the U.S and Canada.

Check out our blog at <a href="https://poegroupadvisors.com" style="color:#64cb71;" target="_blank" rel="nofollow">Poegroupadvisors.com</a>. PGA creates content, including the Accountant’s flight plan podcast, that helps firm owners buy, sell and grow their business. Poe Group Advisors’ nationally recognized brand and content means they have thousands of qualified buyers in their database. The PGA sales process ensures favorable deals, compatible buyer/seller matching and a quick, guided transition. PGA helps sellers exit with cash and buyers enjoy a compatible firm with high client and employee retention.

ABA Advisors, LLC is a nationwide consulting and brokerage firm that specializes in the sale, merger, acquisition and financing of the accounting and tax practices. &nbsp; For more than a decade Larry has been working predominantly with CPA's, EA's and other tax/accounting professionals with the Buying, Selling and Financing of their businesses. &nbsp;Although based in Texas, the focus is opportunities nationwide.

At Accounting Biz Brokers, LLC, we specialize in the sale of accounting firms and tax practices across the nation. With over 23 years of combined experience, our brokers are Certified Business Intermediaries (CBI) designated by the International Business Brokers Association. A CBI is an experienced, proven professional whose claim of competence is supported and documented. With the skills necessary to handle the marketing, negotiations and complex details involved in the sale, our CBIs can assist you with the successful completion of the purchase or sale of your business.

New Clients Inc. practice sales program evolved from our years of experience in dealing with professional accountants, CPAs, tax preparation businesses and accounting practices all over the United States. As we worked with our clients we realized there was a need for professional practice sales that was not being properly met.

New Clients, Inc. has helped thousands of accountants develop their accounting practices via our successful accounting practice marketing programs. Over time many of these accountants have turned to us to put their practice up for sale. Hence, we began developing accounting practice sales experience and building a network of potential buyers nationwide.&nbsp;Because we are constantly talking to and dealing with accountants and CPAs who are looking for new clients and more business, we can quickly find a buyer for any accounting and tax preparation business for sale. Additionally, our ever growing prospect list of over 40,000 CPA and accounting firms nationwide, gives us access to potential qualified buyers for your practice. Plus our ever growing client list of over 4500 firms gives us a unique advantage.

Accounting Broker Acquisition Group is the only national business brokerage of its type comprised 100% of brokers who are Ex-Big Four CPAs possessing significant prior merger and acquisition experience. We have successfully promoted and negotiated countless accounting practice M&amp;A transactions involving hundreds of millions of dollars in value for sole practitioners, small partnerships, and larger firms. The M&amp;A experience of our brokers is incomparable.
The Journal of Accountancy has published numerous articles&nbsp;written by the founder of our company, Harry L. Olson, CPA, including <a href="https://accountingbroker.com/wp-content/uploads/2016/06/Accounting-Broker-JOA-Feature-wLinks.pdf" style="color:#64cb71;" target="_blank" rel="nofollow">"Maximize Proceeds in Accounting Firms Sales"</a>. In this article, Mr. Olson exposes the major misconceptions and fatal errors you must avoid to achieve maximum value when you sell your CPA practice. Please note: This paragraph is not to be considered an endorsement by the Journal of Accountancy or the AICPA of these articles, our company (which is not a CPA firm) or any services offered. However, the JOA articles Mr. Olson has written have been highly influential on the industry with respect to CPA practice M&amp;A.

State Name: Accounting Practices for Sale in State Name, CPA Firms for Sale in State Name. Get the latest details of accounting practices for sale in State Name - ST.

Accounting Practices for Sale in State Name - ST | CPA Firms for Sale in State Name

Individual State Advertising Listings Page

This listing is for a quality CPA Firm in New Haven County, CT has in excess of $1.3MM in billings, according to the seller’s pro forma information.  This CPA Practice primarily offers Tax Preparation &amp;amp; Write-Up Services, and some Consulting Services (no Audit). The Owner wishes to retire, but will stay on for a smooth, satisfactory transition.

This well-established, four-decade accounting, tax and attestation practice is located 90 minutes from Manhattan. The firm is thriving and on track to return Seller’s Discretionary Earnings of ~$575,000 in 2024. The Practice revenues have steadily increased each year. No single client represents over 10% of revenue. Compilations and Reviews (no audits) make up about 10% of revenue. Tax software is UltraTax. Both Partners are looking to retire. One soon. The other is willing to stay on, part-time, for a few years. Both will gladly assist in client transition. This practice is a perfect opportunity for a CPA (or two) to strike out on their own or it could be a great addition to an existing firm looking to expand.Buyer Criteria The Sellers are ideally looking for an existing CPA (firm or individual) and are not interested in remaining material equity partners of the firm. The existing staff CPA is not interested in becoming a partner.

Established Lower Fairfield County CPA firm is looking to sell a select group of clients as a starter practice or as an add-on to another CT firm looking to expand in lower Fairfield County. The Practice, which utilizes UltraTax and QuickBooks software, operates out of a month to month office rental. Some office staff will have interest in staying on after closing. Seller will provide a smooth transition after the sale.

Stratford, Connecticut Practice Fact SheetSupplied by New Clients, Inc.Gross Revenue: $500,037Net Profit: $150,050 with Owner addbacksPurchase Price: $625,000 – Financing available to qualified applicants. Various programs available. Call for details.Year Established: 2000Accounting, bookkeeping, Compilations: Monthly Clients: 38	Average Fee: $335	Total: $ 153,037 Income Tax: Individuals: 550	Avg Fee: $335	Total: $204,681 Businesses: 113	Avg Fee: $1,125	Total: $127,147 Other Services: Personal property tax and Incorporation and other services 	Total: $ 15,172 Computer Software: Thompson ReutersGeneral description of clientele: Small business clients. General contractors, a few liquor stores, mom and pop shops. Description of area: Stratford, CT is situated on Long Island Sound.Other information: Monthly fees are drafted monthly on the 15th of each month from clients checking account. All tax services are C.O.D. We have no receivables. Bookkeeping work is done by GKM.Seller is requesting the following additional information from buyer can be downloaded from our website www.newclientsinc.com: Confidentiality Agreement Financial Statement Once the above items are provided to NCI, I will arrange a mutually convenient time to view this practice. Any questions, please call.Interested Parties Should Contact: Dennis Wochok Practice Sales Specialist

Well established CPA firm is a good opportunity for a CT firm seeking a lower Fairfield County tax/write up practice or a Westchester County/ NYC firm seeking an entry into Fairfield County. The Practice, which utilizes UltraTax and QuickBooks software, has high net worth clients and operates out of a leased office. F/T and P/T office staff will have interest instaying on after closing. Seller will provide a smooth transition after the sale.

*** THIS LISTING IS CURRENTLY SALE PENDING *** OVERVIEW - ABA Advisors represents this tax practice located in the Hartford, CT area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. (CH) THE PRACTICE - Gross Revenue is $370,000. The practice has primarily individual tax clients, with some business returns. The average 1040 is $455 and the average business tax returns are $1,500-$1,700. The net on this practice is over 60%. BUSINESS ID# CT‐1106

Well established multi location accounting firm with over $2M in tax related revenues. Experienced staff of 25+. Building an advisory model and restructuring unaffiliated tax service work. Seller will provide a smooth transition and will consider a lesser consulting employment role over a two year period. Sales Price: $4,300,000

OVERVIEW - ABA Advisors represents this accounting firm located in the Hartford, CT area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.THE PRACTICE - The firm has about 100 business clients and provides services all year. Approximately 80% of the firms revenue is recurring work. The firm has approximately 377 individual tax returns. Average fees are solid. Business ID: CT-1620

We inreal estate and the owner is a nationally recognized expert on taxation of real estate. Unlimited potential for new client growth. Mergerll established CPA firm, with a nationwide client base, is seeking to MERGE with another Fairfield County or Westchester County firm seeking a Fairfield County location. The Tax Practice has a niche in real estate and the owner is a nationally recognized expert on taxation of real estate. Unlimited potential for new client growth, Merger partners seeking a Forensic Accounting Division a plus. Owner is not seeking to be ported to a NY location. QuickBooks and real estate specific accounting software are used along with Ultra Tax CS for tax preparation.

OVERVIEW - ABA Advisors represents this tax &amp; accounting practice located in Hartford, CT area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE - The practice has primarily individual tax clients, with some business returns and bookkeeping clients. Average fees are solid for a practice of this size and should net about 50% to the Buyer that purchases the business. BUSINESS ID# CT-1016

OVERVIEW - ABA Advisors represents this tax practice located in the Hartford, CT area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. (CH) THE PRACTICE - Gross Revenue is $370,000. The practice has primarily individual tax clients, with some business returns. The average 1040 is $455 and the average business tax returns are $1,500-$1,700. The net on this practice is over 60%. BUSINESS ID# CT‐1106

OVERVIEW - ABA Advisors represents this accounting practice located in the Hartford CT area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE - The practice works with area churches and schools, performing accounting and assurance review testing, along with implementing financial procedures, training, and fixing booking issues. Average fees are solid for a practice of this size and should net more than 80% to the Buyer that purchases the business. Business ID: CT-0819

OVERVIEW - ABA Advisors represents this CPA firm located in the West Hartford, CT area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.THE Firm - The firm has a good mix of individual and business tax clients, approximately 40%, audits, reviews and compilations make up about 47% of the revenue with the remaining 13% made up of bookkeeping and consulting revenue. BUSINESS ID#: CT-0624

Well established Accounting (Bookkeeping, Compilation, Sales Tax, and Payroll) and Tax Practice. Practice has approximately 50% net. It is conveniently located off interstate, as well as, potentially portable to another SW Fairfield County location. The Seller, who is presently utilizing Pro-System FX tax software, QuickBooks and Accountants World, has 2 key employees, who are willing to reamin with the firm. Seller will provide a smooth transition. For additional information contact 917-722-2410.

Very profitable write up/tax practice is a good on opportunity or start up practice for someone with a small book of business.  Practice, which utilizes QuickBooks and Drake software, operates out of a home office and has considerable geographic portability.  The Seller will provide a smooth transition and may consider a small part time consulting role after the sale. For additional information contact 800-779-7774. 

Well established tax preparation practice with an office conveniently located to the interstate. Tax preparation operates with the proprietary software and is location sensitive. Seller will confirm whether the office lease is assumable and would like a part time consulting role after the sale.

ABA Advisors represents this CPA practice located in Northern Hartford County, CT. The seller is willing to provide transitional assistance to the buyer to help ensure client retention.
The practice is well established with quite a few individual tax returns, some business returns and monthly/quarterly accounting clients. The business has existing part-time, or seasonal, employees that should stay with the new owner and could net nearly 50% to the Buyer that purchases the business.
Broker Video:
<iframe src="https://www.youtube-nocookie.com/embed/JSBKSU-haNk?rel=0" frameborder="0" width="480" height="270"></iframe>

Affordable at $95,000 plus 50% of transfer fee! Turnkey Federal &amp; State income tax services business, providing a myriad of products, and utilizing state-of-the-art tax preparation software. A franchise business that does not require an accounting background, in fact, a majority of the franchise owners are not accountants. Services, include.: paper filings, electronic filing (E-File), electronic refund check/deposit, and refund anticipation loan (RAL). Impressive growth pattern demonstrated. Continued growth seems likely based on the positive experience as demonstrated by the past financial results. Extremely well organized business, with practices and procedures in place. Excellent growth potential through expansion possibilities, additional locations, within the existing territory. Last years cash flow of $65k for basically 4.5 months. From January 1 st. to April 15th full-time, the remainder of the year the franchise agreement calls for opening one day a week. The current owner is open on Thursday.

FOR SALE:&nbsp; Accounting practice established for over 6 years.&nbsp; Provides typical accounting services to local small and medium sized businesses. The last year has seen a drop in revenue of approximately 15%, primarily due to a number of clients facing difficult trading conditions. Owner is prepared to assist with the transition of the business for 3 months after completion.

REF	STATE	LOCATION	ANNUAL GROSS $	STATUS	PRIVATE SALE / BROKER

4877	CT	New Haven County	$1,300,000	sale pending	Broker (Undisclosed)
4749	CT	Northern Fairfield County	$944,000	sale pending	ABA Advisors, LLC
4646	CT	I-95 Fairfield Cty Corridor	$250,000	expired	National Accounting Sales
4634	CT	Stratford	$500,037	expired	New Clients Inc.
4453	CT	Lower Fairfield County	$800,000	expired	National Accounting Sales
4357	CT	Hartford, CT area	$370,000	expired	ABA Advisors, LLC
4238	CT	Hartford, CT area	$3,558,000	sold	Professional Accounting Sales
3667	CT	Hartford, CT area	$600,000	expired	ABA Advisors, LLC
3627	CT	Fairfield County	$500,000	sold	National Accounting Sales
3487	CT	Hartford, CT area	$300,000	expired	ABA Advisors, LLC
3478	CT	Hartford, CT area	$370,000	expired	ABA Advisors, LLC
3409	CT	Hartford County, CT	$125,000	expired	ABA Advisors, LLC
3388	CT	West Hartford, CT area	$1,000,000	expired	ABA Advisors, LLC
2505	CT	SW Fairfield County	$415,000	sold	Professional Accounting Sales
2427	CT	Middlesex County Shoreline	$255,000	sold	Professional Accounting Sales
2286	CT	Southwestern Fairfield County	$290,000	sold	Professional Accounting Sales
1916	CT	NORTHERN HARTFORD COUNTY	$170,000	sold	ABA Advisors, LLC
0567	CT	New Haven County	$134,945	sold	Larson Associates
0524	CT	Denver area	$200,000	sold	Private Sale

CONNECTICUT : Accounting Practices for Sale in CONNECTICUT | CPA Firms for Sale in CONNECTICUT

CONNECTICUT Accounting Brokers

Resources