Accounting Practices For Sale

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For accounting practitioners interested in expanding their existing business, revenue and cash flow by acquiring a stable and diversified client base with low overhead and experienced staff, Kalex Valuations has three new listings that may be of interest to you.  If you are interested in receiving further details and checking if you would be qualified to proceed further, please contact melanie@kalexvaluations.com

CBV

East End Of GTA

B. Comm.

A sole proprietor firm established more than 13 years ago with revenues exceeding $1.2 million.  Focused on providing quality service to its close to 1,000 clients, almost all of which are long-term and recurring.  The practice offers audits (8%), reviews (11%), compilations (55%), personal tax return preparation (20%) and bookkeeping services (6%).  In addition to the proprietor, the practice employs 1.75 full-time equivalent remote bookkeepers, one full-time staff accountant, one full-time retired staff accountant, two part-time contract tax season staff, two newly-hired CPA students, and 1.75 full-time equivalent administrative staff.  The proprietor would like to retire within 3 years. 

 Multiple Locations in Southwestern Ontario

A sole proprietor firm established more than 35 years ago with revenues close to $1.0 million. Focused on providing quality service to its more than 475 clients, almost all of which are long-term and recurring.  The practice offers audits (3%), reviews (3%), compilations (25%), personal tax return preparation (28%), corporate tax work (11%) and bookkeeping services (30%).  In addition to the proprietor, the practice employs 6 individuals including a CPA.  The proprietor would like to retire within 4 years. 

British Columbia

CPA, CA

A sole proprietor firm established almost 30 years ago with revenues exceeding $900,000.  Focused on provided quality services to its more than 550 clients, almost all of which are long-term and recurring.  The practice offers reviews, compilations, estate and trust work, personal and corporate tax return preparation, consulting, T4 and T5 preparation, and bookkeeping services.  In addition to the proprietor, the practice employs 4 full-time professional and administrative staff, and one contract staff.  The proprietor would like to retire within 3 years. 

CPA, CA, CA(SA), CFE

The practitioners in each of these firms are willing to remain on and assist with the transition as required, and have the transition structured as a full sale or partial sale/partnership opportunity.

CPA, CA