A licensed CPA practice based in Dallas, TX is available for acquisition,
offering a compelling entry point into a specialized corner of the professional
accounting market. The firm has carved out a defensible niche providing audit
support services to larger accounting and professional services organizations
that serve governmental and public-sector clients. With the majority of revenue
tied to multi-year contractual arrangements that carry strong renewal histories,
the business offers a level of revenue predictability uncommon in small
professional practices.
The service mix is anchored by audit support work, which accounts for the lion's
share of annual billings. Tax preparation, advisory, and general accounting
services round out the offering and provide a secondary revenue stream with
additional growth potential. The firm operates as a subcontractor to prime
professional services firms, a model that keeps client acquisition costs low and
leverages existing institutional relationships built over many years.
Day-to-day operations are lean and efficient. A core team handles billable
production work and administrative functions, keeping overhead manageable
relative to revenue. The practice currently operates from a modest leased office
used primarily for client-facing and administrative purposes, with much of the
work performed remotely.
A qualified buyer will need to hold or obtain a CPA
license, as state licensing requirements mandate CPA oversight of the firm.
The seller is retiring after a long career and has expressed genuine flexibility
regarding deal structure and transition support. A new owner can expect up to
three years of post-sale assistance covering client relationship handoffs,
contract transitions, staff orientation, and operational knowledge transfer.
The
seller believes that with the right buyer in place and existing staff retained,
the business could transition toward a semi-absentee management model within
approximately twelve months.
Growth opportunities are readily identifiable. Expanding individual and small
business tax services, deepening relationships with additional prime contractor
firms, and leveraging the existing infrastructure to take on greater capacity
are all realistic near-term paths.
Recent contract activity further supports a
solid foundation from which a new owner can build. This is a well-positioned
acquisition for a CPA professional seeking an established book of business with
contracted revenue, a trained team, and a motivated seller committed to a smooth
handover.