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Broker Biography
Introduction
Todd offers more than 27 years of experience emphasizing succession planning and business development in the accounting and tax industry.
The scope of Todd’s experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practices, personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.
Todd also speaks at regional and national conferences as an authority on succession planning and integrating financial planning into accounting practices. Todd is Series 7, 66, Life, Accident & Health Licensed. Todd enjoys staying active and is the proud father to three children – Sydney, Benjamin and Brooklyn.
Services Provided
Considering selling your practice is a major decision! You have devoted your time, money, and energy into building, running, and operating your practice. It may well represent your life’s work.
If you are considering your succession planning options for your practice, you want the very best professional guidance you can get.
This is when working in tandem with an experienced accounting practice broker can make the difference between just getting rid of the practice and selling it to a qualified, experienced buyer for the very best price and terms.
Whatever your reason for selling may be, we’re here to help! Our team of professionals will manage the sales process from start to finish. We’ll make sure all of your needs and specifications are met for a hassle-free experience.
Selling your practice can be a stressful and emotional process. With so many hoops to jump through, it could get in the way of your daily operations. That’s why you should leave all the messy, complicated work to the professionals.
Our experienced brokers will assist you through the “Six Steps To A Successful Sale Process”
1. Perform a Business Valuation
2. Market the practice
3. Handle all negotiations
4. Arrange financing
5. Provide legal documents
6. Offer proven guidance for a seamless transition
We want you to be able to put your head on the pillow at night knowing you received top dollar for your practice and left your clients and staff in a good spot with a qualified buyer.
We will be there every step of the way until your practice is sold. With over 20 years of experience selling accounting firms we have the knowledge and experience to help ensure this is a seamless, stress free experience.
Contact us today to learn more about how we can help you sell one of your most valued assets.
Areas Served
Licensed In
- Colorado — License number 100100891
Business For Sale Listings
Cash Flow: $300,000
Portland, OR
View Details Accounting Practice for Sale in Portland, Oregon
_FN_, My firm represents a CPA firm for sale in Portland, OR. The practice generates revenue of $625,000 annually. For more information, please visit our website - https://thrivefinancialgrp.com/listing/accounting-practice-for-sale-in-portland-or/ Less
Cash Flow: $367,400
Houston, TX
View Details Accounting Practice for Sale in Houston, TX
Client & Revenue ProfileAccounting & Bookkeeping:Monthly Clients: 10 | Avg Fee $2,300 | Total $23,000Income Tax:Individuals: 360 | Avg Fee $1,200 | Total $432,000Businesses: 82 | Avg Fee $3,000 | Total $225,000Other: 10 | Avg Fee $2,900 | Total $29,000Other Services:Advisory: $30,000IRS Resolution / Tax Catch-up: $100,000Total Gross Revenue: $840,000Client Demographics:50% small business owners (82 separate business filings)200 individual clients (professionals, retirees)Primarily Texas-based, with some out-of-state and international clients (Canada, Norway, Taiwan, Cayman Islands, Germany, Guatemala)Client Delivery:90% trained to use electronic document delivery (ShareFile) and e-signature (RightSignature)Remote staff work 3 out of 5 days per weekSDE - $367,400Asking Price - $1.2M Less
Cash Flow: $520,000
Northbrook, IL
View Details Accounting Practice for Sale in Northbrook, IL
Looking to sell/merge with a larger CPA firm/platform. No individual buyers please.Firm Established in 2010. Owner willing to stay on. 3 staff.Client Mix -Accounting16 Monthly Clients - Avg Fee - $,1000 per month - Total $160,00020 Quarterly Clients - Avg Fee - $2,750 - Total $55,0008 Annual Clients - Avg Fee - $1,300 - Total - $10,400Income TaxIndividuals 235- Avg Fee- $1,000 - Total - $235,000Businesses 56 - Avg Fee - $1,900- Total -$106,000Other 19 - Avg Fee - $1,500- Total- $28,500Other - $25,000Asking price - TBD Less
Cash Flow: $225,000
Lakewood, CO
View Details Tax Practice for Sale in Lakewood, CO
Firm Established in 1995.Income TaxIndividuals - 1168 - Avg fee - $426.00 - Total - $497,568Businesses - 99 Avg Fee - $613.00 - Total - $60,687Other - 43 - Avg Fee - $228 - Total - $9,804About 90% of the individuals are located in Colorado. Other 10% all over country. The returns range from simple W-2 to multiple rentals and Schedule C's.Asking Price $650,000 Less
Cash Flow: $200,000
New York, NY
View Details Tax Practice for Sale in NYC
Income Tax PreparationIndividuals -726 - Avg Fee - $425 Total $308.5kBusinesses - 24 - Avg Fee -$750- Total $18kPAYROLL RETURNS - $3,500SALES TAX RETURNS - $1,5003,5001,500331,500 (2025 year) Less
Cash Flow: $240,000
Sterling, VA
View Details Accounting Practice for Sale in Northern Virginia
Established in 1989. Retirement minded owner.25% Accounting. 75% Income Tax & OtherServe small to medium sized businesses and a few stand alone individual tax clients. Less
Hampstead, NC
View Details Accounting Firm for Sale in Southern Coastal North Carolina
800 tax clients and 100 monthly bookkeeping /payroll clients. Less
Cash Flow: $205,000
Las Vegas, NV
View Details Accounting & Tax Firm for Sale in Las Vegas
Clients are small to mid size businesses, many single member LLC S Corp. Industries are restaurants, health care, real estate andothers.CLIENT INFORMATION:Accounting, Bookkeeping, Compilations:Monthly Clients 36 Average Fee $ 5,277 Total $189,983Quarterly Clients 1 Average Fee $ 2,250 Total $ 2,250Annual Clients 392 Average Fee $ 872 Total $341,926Income Tax:Individuals 342 Average Fee $ 690 Total $236,026Businesses 120 Average Fee $ 2,192 Total $263,015Other 13 Average Fee $814 Total $10,585Audits, Reviews: NONE Other Services (Describe)Consulting -Total $ 24,532Total Gross Income $ 534,159 TTM Less
Cash Flow: $167,000
East Longmeadow, MA
View Details Accounting Practice for Sale in MA
Retirement minded owner. Firm established in 1993.Total gross income - $320,00023 Monthly Clients - Avg Fee - 176 - Total - $404809 Quarterly Clients - Avg Fee - $818 - Total - $736213 Annual Clients - $4877 - Total - $63400Income Tax570 Individuals - Avg Fee - $313 Total $17841041 Businesses - Avg Fee - $819 Total $339724 Other - Avg Fee $614 Total $2456Tax Planning - $10490 Less
Cash Flow: $154,000
Arlington, TX
View Details Accounting Practice for Sale in Arlington, TX
Retirement minded CPA. Will only sell to an accountant/tax professional. Firm Established in 1999.Owner does all work. One employee is Admin Staff/Assistant who has been with the firm for 13 years. Income Tax Individuals 550 - Total Revenue $144,452Businesses 89 - Total Revenue $ $57,255Other 21 - $7,275Other consulting/statement prep - $36,000Total Revenue - $245,062Asking Price - $312,500 Less
Cash Flow: $121,630
Fort Mill, SC
View Details Accounting Practice for Sale in Fort Mill, SC
Accounting 41 Monthly Clients Total $56,50028 Annual Clients - Total $8,2002 Quarterly Clients - Total $850 Income Tax Individuals 560 Total $202,615Businesses 117 Total $ 63.062Other 6 Total $1,800Payroll $34,000Consulting $10,000Sales Tax, 1099s, etc. Total $6,080Small business, entrepreneur, multi-state returns, 2nd generation clients. Asking price - $450,000https://thrivefinancialgrp.com/listing/accounting-practice-for-sale-in-fort-mill-sc/ Less
Cash Flow: $185,000
Newton, NJ
View Details Accounting Practice for Sale in Newton, NJ
Firm Established in 1985. Retirement minded CPA. Gross Revenue - $697kAccounting1 Weekly Client - $11,96012 Monthly Clients - $56,0281 Quarterly Client - $2,400Income Tax Individuals - 457 - $279,598Businesses - 131- $186,750Other - 43 - $22,615Consulting - $21,126Payroll - $48,740 Less
Cash Flow: $130,000
Paramus, NJ
View Details Accounting Practice for Sale in Paramus, NJ
Mix of small to medium sized businesses and individuals. Less
Walled Lake, MI
View Details Accounting Practice For Sale in Walled Lake, MI
Projected 2025 Gross Income - $160,000Accounting Clients19 Monthly Clients 11 Annual Clients Income Tax 15 1120/1120S3 1065 2 Other Retirement minded CPA Less
