The Opportunity
An exceptional opportunity to acquire a highly respected, single-owner CPA firm located in the desirable North Shore area of Chicago. Established by the founding CPA and operated continuously since inception, the firm has built an outstanding reputation, a loyal client base, and a reliable stream of organic word-of-mouth referrals. The practice boasts a strong fee structure, a nice cash flow, and an experienced, dedicated staff in place to support a smooth ownership transition. The current owner is selling in preparation for retirement but is committed to providing transition assistance to a CPA buyer to ensure client retention and operational continuity.

Key Highlights
• Location: Desirable North Shore Area of Chicago; practice can remain in its current location.
• Turnkey Practice: Experienced staff expected to remain with the firm.
• Reputation & Retention: Deep-rooted client loyalty with high retention and steady referral pipelines.
• Financial Performance: Excellent billing rates and good cash flow.

Revenue Breakdown
• 14% Accounting, Bookkeeping & Payroll
• 60% Individual Income Tax Preparation
• 10% Business Income Tax Preparation
• 14% Estate & Trust Tax Preparation
• 2% Non-Tax Consulting & Other Services