The seller is a CPA/CA/LPA and a 50% partner in a full service CPA firm and is selling his/her book of business. The buyer has a choice of migrating the clients to his/her own firm (should be an LPA) or replacing the seller in the existing firm, subject to the approval of the remaining partner.

Key highlights:

• 300+ active corporate clients 

• 1,000 T1 clients

• Revenue mix: ~70% compilations/corporate tax/financial reporting; 18% personal tax; 12% assurance

• 2026 billings forecast to increase 20% over 2025 based on actual for the 1st quarter and new clients on-boarded

• Strong owner cash flow

• Serves a broad mix of industries with a diversified client base. 

• Firm willing to transfer the appropriate staff members to facilitate the migration of clients. 

• Fully renovated premises (2020) in a building owned 50% by the seller and availabe for sale

• Seller flexible and committed to a smooth transition

• Serious inquiries only; proof of funds required. Contact Alan Liverman to request an information package and to arrange confidential discussions.