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Completed
Transactions
Accounting / Tax Practices
Completed:
North
Florida: Accounting
Practice: Jacksonville,
Florida: Accounting
firm with write up and tax
practice for sale.
Approximately 60% of tax
returns are individuals.
Software used
Intuit/QuickBooks. Year
end fees invoiced
upfront. Write-up allows
for year round income.
Organized office with
experienced bookkeepers.
Well established practice with
a good profit margin.
Building available for sale
(with some rental income) or
lease.
Completed: North
Florida:
CPA Firm: East of
Tallahassee: With
a
diversified base this CPA firm
is comprised of 55% Tax
Services with remaining
services of Compilations,
Reviews, Bookkeeping, and
Management Advisory
services. Large building
in prime downtown
location. Building is
available. Advantages
and Amenities: Primed to
be a satellite office if
desired. Organized and
efficient workplace, family
oriented community. Less
than an hour from state
capital.
Completed:
Orlando
Vicinity: Florida: CPA
Firm: An
established CPA firm in a
picturesque community located
just outside of Orlando.
60% Tax, 30% Bookkeeping ,
with the rest a combination of
Tax Planning, Consulting,
Compilations, and
Reviews. NO
Audits. Purchased of the
approximately 3300 square foot
building is included.
Knowledgeable, experience
staff in place.
Completed:
Southwest
Florida: Tax and
Accounting firm in a desirable
Gulf Coast Florida
city. Great
potential for both short
and long term
growth. Assumable
lease of current facility
or move to your location.
For those CPAs looking for
a great climate in which
to relocate.
Completed:
Southwest
Florida: CPA Firm: Excellent
firm with approximately 65%
bookkeeping, 20% tax and 15%
consulting and other
services. Trained
staff and excellent cash
flow make this practice
perfect for the Accountant
ready to own his own
practice or a firm looking
to grow through acquisition
or for a firm with heavy tax
revenues that wants to
develop an income stream
spread evenly through the
year.
Completed:
Jacksonville:
Accounting
CPA Practice: Prestigious
established CPA firm
available in Jacksonville
by a retirement minded
owner. Revenues are
from 50% Tax preparation,
20% Audits &
Accounting Reports, 30%
from Bookkeeping
clients. This
practice has experienced,
well trained and loyal
staff. Located in
excellent area with real
estate available.
Completed:
Jacksonville:
Accounting/Tax
Practice: Great
location with long term
established accounting
clients. Client
referrals and a high number
of walk-in prospective new
clients has created an
increase in the volume of
work. Office has
sufficient space available
to add at lest two more
employees if desired. Just
renewed lease for three
years with option to
renew. Owner motivated
due to health issues.
Completed: (Retiring
Owner comments; "...and what
a fine job you did.
Thank you for the business
and personal effort.") Treasure
Coast of Florida:
CPA/Accounting:
Well established CPA
firm located in the beautiful
Florida Treasure Coast.
Owner willing to reduce hours
over the next few years until
totally retired. This
provides excellent opportunity
for client retention.
Practice has 120
monthly/quarterly write-up and
tax clients. 50% of
client base is medical or
medical related and 50% is
small businesses. 500
Annual personal tax returns
and 350 annual Corporation,
Partnership & Trust Tax
Returns. Building is
available in prime location
that could be used for future
growth of practice or easily
divided to sublet to another
tenant with separate
entrance.
Completed: North
Central Florida: CPA/Tax
Practice: Excellent
tax practice located in a
thriving cultural, educational
and commercial Florida
community. 90% Tax
Preparation and 10%
Write-up. No Audits.
Retirement minded owner wants to
sell both CPA practice and
building. Seasoned
staff. Seller is looking
for personable CPA with good
management and technical skills
to continue providing
outstanding service to the
client base.
Completed:
Florida Panhandle: CPA
Accounting: CPA firm located
in a rapidly growing coastal
community of the Florida
Panhandle. Audit receipts are
70% of revenues with remaining
receipts a mixture of tax
returns, consulting, and write
up. 100% of the audit work
is for Common Interest Realty
Associations (CIRA). No
one client is more than 10% of
gross receipts. Owner is
pursuing other business
interest, but is willing to work
part-time during the transition
and/or initial busy
season. Continuation of
present leased location on the
water is available.
Completed:
North Central Florida: CPA
Practice: Impressive
CPA firm in growing
Jacksonville, Florida.
Long term clients and employees
make this a very attractive and
stable business. The
practice is comprised of 65%
tax, 15% audit and
reviews, 20% write-up and
compilations. Owner is
willing to help in the
transition to ensure maximum
client/employee retention.
Completed: Jacksonville: CPA
Accounting: Established
CPA Practice with clients in
Medical, Retail and other small
business categories. NO AUDITS
or REVIEWS. Approximately 240
individual tax returns, 100
corporate tax returns and 45
partnership tax returns. No
one client greater than 10% of
billings. Office condo is
available for purchase or
rent. Owner willing to enter
into an Employee Agreement for up to
four years.
Completed: Gainesville:
Established CPA Accounting
practice with clients in the
medical, retail, and construction
industries is now available.
Client income tax return preparation
and tax consulting is estimated to
be 80% of $270,000 annual
revenue. Estimated average
corporate tax return is $ 800 and $
250 for individual tax returns. The
balance of the revenue is earned
from business planning and Quick
Books assistance. There are NO
AUDITS performed by this
firm. Seller may work part
time for new owner if needed.
An office condo is available for
purchase or rent.
Completed:
Jacksonville: CPA
Accounting: Well
established sole practitioner
established 1990 with non-profit,
mortgage brokerage, and education
clients. 65% audit fee
income, 20% compilations, 15% tax
and other. Many audits are
fiscal year ends. Attractive
office, strategically
located.
Completed: Jacksonville:
CPA
Accounting practice is now
available. Retiring CPA had
Gross Revenue last year over $
580,000 from retail, wholesale,
construction and hotel
clients. No client is over 10%
of total revenue and there were NO
audits performed by the firm.
Only 27% of revenue was from tax
return preparation with the balance
from monthly (66%) and year end
client work .
Completed: Jacksonville:
Accounting and Tax Practice
established in 1999 is available for
purchase/merger. 65% of
revenue is earned from accounting
and bookkeeping services with the
remaining revenue from client tax
return preparation. Clients include
rental, construction,restaurant and
retail businesses.
Completed:
Orlando
Area: CPA practice with
established consulting and tax
clients. Growth of clients is
from new business incorporation and Quick
Books bookkeeping and training.
Growing practice with services for the
small business. Two businesses in
one practice, tax/incorporation and
QuickBooks services.
Completed:
Northeast
Florida:
Orange
Park:
Accounting
and tax practice; 70% of last year's
revenue was tax return preparation
with the balance from bookkeeping and
consulting service. Long term
clients with no client or industry
over 10% of revenue. Well
established practice for an accountant
knowledgeable in corporate and
individual taxes.
Completed:
Northeast Florida:
Jacksonville: Established
CPA Practice with 60% of the
Revenue from client tax return
preparation and the balance from
compilation reports and general
accounting. No client fee is over 10%
of revenue. There were
approximately 300 Individual and 65
Corporation Tax returns completed
during the last year. Office
condo of 1500 square feet is also
available.
Completed:
Northeast
Florida: Well established CPA
firm in growth area of Northeast Florida
is now available. Clients are retail,
service, construction, and property
management industries. No one client is
over 10% of gross revenue. Firm services
include audit, bookkeeping, and tax return
preparation. Retiring owner will work
part-time on fee basis.
Completed:
Alachua
County: Well established
community bookkeeping and tax practice
located on a major North/South route.
Bookkeeping clients include retail,
service and manufacturing businesses.
Revenue is 50% tax and 50% bookkeeping.
Tax service offers clients rapid refund
service and electronic filing.
Completed:
Alachua
County:
Gainesville:CPA Practice: Well
established personal CPA practice. 72%
of annual revenue is from individual
and corporate tax return preparation.
Accounting fees are the balance of the
practice revenue.
Completed:
Duval
County: Accounting and Tax
practice with 70% Gross Revenue from
Bookkeeping and 30% from Tax return
preparation. Clients include retail and
service businesses. No individual client
revenue is over 20% of the Gross fees.
Completed:
Duval
County: A
profitable established CPA practice
offering personal service to the
clients is now available.
Approximately 75% of the revenue is
derived from the preparation of 125
corporate and individual tax returns..
Balance of the revenue is earned from
Quarterly financial reports and
accounting. Clients include retail,
professional, service and distribution
businesses. No client fee is over 10%
of the total revenue. There are NO
audit assignments included in the firm
revenue.
Completed:
Clay County: Fast growth Orange
Park area tax and accounting practice
available due to owner relocation out of
state. The eighteen-year-old practice of
select clients had a high net to the
owner. Approximately 75% of revenue is
from individual tax returns and the
remainder from medical, service, and
retail accounting clients. Office
equipment is included with the practice.
Completed:
Duval County:
Accounting and Bookkeeping practice
specializing in Small Business
Development is now available for
purchase due to owner retirement.
Thirty monthly bookkeeping clients
contribute 65% of the Gross Revenue
with the remainder from annual tax
returns.
MEDICAL/Health
Care
Completed:
Assisted Living
Facility:
Florida: This
is
an established assisted
living facility that is
licensed for eight
residents. It is
located in a
residential neighborhood
with four bedrooms and two
baths. The neighborhood is
very attractive and
well-kept. There is
currently one manager and
four part-time
employees.
Completed:
Medical
Related:
This
is
a
brand
new
walk-in
,
nonsurgical, aesthetic
clinic providing
professional cosmetic
services including botox
treatments. This
clinic is beautifully
decorated and
designed. It also
includes a large conference
room for group
presentations.
Completed:
Assisted Living Facility:
Great
opportunity
for
someone
already
in
the
nursing or medical
professions. This licensed
six-bed facility is located in
Orange Park.
Completed:
Licensed
Mental Health Counselor Practice is now
available for purchase due owner
retirement. Practice is limited to 30
patients and four days a week by choice.
There is a waiting list of 6-8 new
patients a week for appointments two
weeks into the future. The retiring
owner will make appropriate
introductions. NO MANAGED CARE PLANS.
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