Growing local San Francisco financial district-based CPA firm seeks to acquire/merge with a smaller tax-oriented firm. Our firm is over 60% audit and we’d like to increase our tax department’s annual billings by $1-2 million.
The ideal firm would have a strong niche concentration, minimal or no write-up clients and adequate coverage from its senior staff to handle its existing clients.
This opportunity would appeal to a firm with one partner approaching retirement and with enough remaining partners or managers to handle that partner’s clientele. You will have stronger growth potential, less administrative burden and greater assurance of funding partner retirements.
For more information and a confidential meeting, please contact S. Scott Seamands, CPA. Email email@example.com
Lindquist, von Husen & Joyce LLP
90 New Montgomery Street, 11th Floor
San Francisco, CA 94105