Audit and Consulting Firm for Sale $3,500,000 Revenue – SW United States

Overview
ABA Advisors represents this audit and consulting firm with a national reputation for excellence in forensic accounting, auditing, and advisory services. The firm has a solid staff roster who are mostly anticipated to remain with the buyer. Further, the owner is committed to a 1–2-year transition to assist in transferring the business to the buyer.
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The firm has developed an excellent reputation in the market. The firm owner has decades of expertise in government, non-profit, higher education, healthcare, financial institutions and commercial sectors. The firm serves a diverse client base including financial statement audits, federal grant compliance reviews, internal control assessments, special audit services and training for boards and staff.
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Buyer Profile
The sale of this firm presents an opportunity to acquire a CPA firm with a solid staff in place and growing revenue. The buyer will need 10+ years’ experience in the types of services the firm provides clients. The buyer must be a CPA with the requisite experience or have CPA’s on staff to eventually take the place of the owner.
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Business ID# US-2141

Reason For Sale:

Both partners are willing to remain with the firm following the initial transition period and are committed to supporting a successful transaction. While neither partner has a defined retirement timeline, both are open to continuing in their roles for several years post-closing, and potentially longer depending on the needs of the business and the buyer.
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Partner 1 is available to continue on a full-time basis and has no current retirement plans. Going forward, they would prefer to focus less on administrative and HR-related responsibilities and more on operational activities.
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Partner 2 is also willing to remain with the business for several years following the transaction. After an initial transition period, they would ideally like to reduce their hours and gradually shift into a more limited role while continuing to support the firm and its clients.

Seller(s) will sign a long-term non compete for the client list.

Training & Support:

The staff is not aware of the sale but the partners anticipate most staff would wish to continue working for the buyer.