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ESTABLISHED PEABODY FIRM

Established CPA firm with 25-year track record located in Peabody seeks a successor to acquire tax & accounting practice with $300K+ billings.

Date Posted

September 02, 2024

 Established CPA firm with 25-year track record located in Peabody seeks a successor to acquire tax & accounting practice with $300K+ billings. Owner is a CPA/MBA/CFA who intends to semi-retire after helping with the transition. Practice has a solid base of recurring clients consisting of HNW individuals and various small business entities in diverse industries. It also has an active social media presence with a reputation for excellent client service cultivated by many years of association. Location is in a modern office building accessible to Routes 95, 128, and 1. Office equipment & furniture, tax software (Drake) and other technology is available. Great opportunity for an experienced CPA in taxation to grow and expand presence and client base in North Shore and metro-North Boston area. Owner assistance with practice management, client retention & acquisition, information technology, and tax season peak workload is available on demand if deemed necessary. Interested parties should contact Kristin Wells at kwells@masscpas.org