Alan Liverman is pleased to present:

A rare opportunity to acquire an integrated public accounting practice serving clients throughout the Greater Toronto Area and Eastern Ontario

The firm was formed through the successful acquisition and integration of two long-established accounting practices, each of which served its local market for approximately 30 years.Today, the business operates as a unified organization, shared resources, common technology platforms, and an integrated management structure.  Significant investments have been made in modernizing operations, standardizing processes, and creating efficiencies across both locations.

Operating from two established Ontario locations, the practice provides immediate presence in both the GTA and Eastern Ontario markets. This geographic footprint creates an attractive platform for buyers seeking regional expansion, access to complementary markets, or a strategic growth acquisition.

Unlike many practitioner-led firms, the business is not dependent on a single owner for day-to-day operations. Leadership responsibilities are distributed among experienced partner-level professionals who oversee client relationships, service delivery, and operational management. The existing leadership team, employees, and key personnel are expected to remain following a transaction, supporting continuity for clients, staff, and the purchaser.

Revenue is supported by a broad and diversified client base across multiple industries, with a strong mix of recurring accounting, bookkeeping, taxation, and assurance services. The firm benefits from long-standing client relationships, strong retention history, established infrastructure, and scalable operating processes.

The practice offers buyers the combination of established community presence, diversified revenue streams, experienced personnel, and a modern operating model. As a result, it represents more than a traditional succession opportunity, offering a turn-key platform capable of supporting continued organic growth, service expansion, and future acquisition activity.

Highlights

• Approximately $2 million in diversified annual revenue

• Fully integrated multi-office operation serving GTA and Eastern Ontario markets

• Strong mix of recurring accounting, tax, assurance, bookkeeping, and advisory revenue

• Experienced management team, staff, and operational leadership expected to remain post-transaction

• Established client relationships with strong historical retention

• Scalable infrastructure suitable for regional expansion and growth-oriented acquirers

• Turn-key acquisition opportunity with established processes and leadership continuity

Service Mix by Revenue

• Accounting, Compilation, Bookkeeping & Advisory Services: 52%

• Assurance Services (Audits & Reviews): 26%

• Personal Tax Services: 17%

• Trust & Non-Resident Tax Services: 3%

• Corporate Tax Compliance (T2 Only): 2%