Regional Municipality of Waterloo Full-Service CPA Client List
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Alan Liverman is pleased to introduce:
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 (should be an LPA), has a choice of migrating the clients to his/her own firm/premises or finding new local premises in the general area where the practice is currently located.
Key highlights:
•350+ active corporate clients
•1,250 + 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.
•Seller willing to transfer the appropriate staff members to facilitate the migration of clients.
•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.
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 (should be an LPA), has a choice of migrating the clients to his/her own firm/premises or finding new local premises in the general area where the practice is currently located.
Key highlights:
•350+ active corporate clients
•1,250 + 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.
•Seller willing to transfer the appropriate staff members to facilitate the migration of clients.
•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.
About the Business
- Years in Operation
- 16
Listing Info
- ID
- 2519891
- Listing Views
- 9
Listing ID: 2519891 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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