Are you in the market to buy, sell or merge a firm?
The Illinois CPA Society can help. Send the details of your opportunity to Michele Haryasz . We will post it on this page.
My name is Michael Caramagno and I am the owner of Caramagno and Associates, Ltd. I am interested in purchasing tax and accounting practices based in the city of Chicago that generate gross revenue between $50,000 and $500,000.
My firm’s primary revenue source is income tax preparation for both individuals and businesses. Additionally, we provide bookkeeping services, tax planning, and consulting. I am willing to consider firms that provide complimentary services, like payroll, that my firm does not currently offer. My firm is a growing practice that is well respected for our high level of customer service and attention to detail. I believe that these qualities and our use of technology will allow us to achieve a strong client retention rate and smooth transition for your clients.
If you are interested in discussing why this opportunity would be a good fit for your practice please contact me at 312-924-2811 or via email at firstname.lastname@example.org. (Posted 6.7.17)
I am retiring at the end of 2017 (effectively 10/15/17 with the final filings of 2016's tax returns) and wanting to turn over to a CPA, 9 business clients with principal’s taxes and 13 personal clients (total annual billing about $30K)
. Services are primarily tax but QuickBooks Pro-Advisor skills are also required. No payroll as Paychex is encouraged. Desiring to announce transitional CPA in next month.
Contact me: David Pleger, CPA | Impact Financial Solutions, Inc.| email@example.com
[preferred] | 312-543-0768 (Posted 6.13.17)
We are a firm in the Libertyville area and would like to find a person that would be interested in working with us. A CPA sole proprietor with a book of business would be required to start an association that could lead to a merger in the very near future.
Our firm is made up of 2 partners and 2 staff. Our services we provide include consulting, accounting and CFO/Controller services with a specialty involving real estate. We have quality clients who listen to us and understand that tax planning is an important service we provide. Our facilities are first class and we have all the software a CPA firm would require.
We are thinking merger because we have a great internet presence and reputation which brought us a lot of new quality clients this year. Also we turned away this tax season probably over 100 individuals/small businesses because we do not want the quality of service we provide our existing clients to suffer.
If interested please call Bill Huml at 847-816-7172 or send an email to firstname.lastname@example.org.(Posted 6.9.17)