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Opportunities for Firms

Firm Seeking Buyer

Firm Seeking Buyer • Long Island

$1.5 Million Long Island Firm$1.5 Million

Diverse 2 partner $1.6 million mid Nassau County firm is seeking to merge. The majority shareholder is looking to work another 3-5 years and then transition out.

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Firm Seeking Buyer • New York City

$2.2 Million NYC Firm$2.2 Million

2 Partner, $2.2 Million NYC Firm with a strong tax and attest practice.  Along with a diverse commercial client base, they also have a unique specialized and expandable niche.

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Firm Seeking Buyer • Nassau County

2 Partner Nassau County Firm$1.4 Million

2 partner $1.4 million  Nassau County firm with a strong  tax and review/compilation practice.  Very profitable firm.

Younger partner is early 40’s and is definitely a future practice leader in a merge up opportunity.

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Firm Seeking Buyer • New York City

NYC 2 Partner Firm Seeking to Sell or Merge$

NYC 2 partner firm with recurring collections of $1.3M. Diverse tax as well as audit / financial statement practice. The partners are seeking to transition in around 2 and 4 years respectively. A good staff is in place.

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Firm Seeking Buyer • New York City

NYC Small Firm$525K

Perfect opportunity for a small firm needing a next generation partner or successor. 

This firm is comprised of one partner in his early 30's with some full and part time staff, including one CPA. It is predominately a tax practice with a few reviews and compilations.  

Their clients are generally smaller businesses, but there are some in the $25-$40 million sales range. They are seeking to merge up to further growth efforts.   

The founder is very personable, professional and easy to get along with. I am confident that he will be realistic and reasonable in negotiating a deal. 

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Firm Seeking Buyer • New York City

Firm Seeking Merge or Sale$1.5M

This is a two partner NYC firm grossing  around 1.5 million. Their clients are diverse and are primarily tax focused but with a few reviews and compilations.  There is also a strong interest and practice in working with their clients in financial services matters such as their insurance and investments needs. They are seeking a merger of equals or perhaps a larger firm to enhance their growth and succession options.

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Firm Seeking Buyer • New York City

International Tax Practice and High Net Worth$3.5M

Special situation NYC-based two-partner firm grossing over $3.5 million. Highly profitable, predominately tax practice. Core staff, but no potential successors. So they seek merger as part of their succession plan.

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Buyer Seeking Firm

Buyer Seeking Firm • New York City

Specialty Tax and Attest Firm $15M

$15-million NYC and NJ firm with a strong niche in business management, in addition to tax and audit. Has done successful mergers and is open to strategic additions to their team.

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Buyer Seeking Firm • New York City

$6 Million Local Firm with M&A Track Record$6M

Very diversified and collegial NYC $6-million firm. Has merged-in a few smaller firms. Progressive and seeking continued growth. Nice merger consideration for a smaller firm that still wants to have a voice and a “seat at the table.”

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Firm Seeking Partner • Long Island

Long Island Tax Opportunity - Future Tax Partner in Charge$

This would be an excellent opportunity for a fast track Tax Principal, Director or Senior Manager.

The company:

A 30 person public accounting firm based in Western Suffolk County.
The firm is long established, well regarded and  highly profitable .
The managing partner is dynamic and a strategic thinking  leader

The opportunity:

Become the near term Partner in Charge of Tax as the incumbent is looking to step down in the next year.
There are several professionals dedicated to the tax area and most of the A&A professionals handle aspects of tax compliance.
This could definitely be the ideal candidate’s last stop in a collegial environment and in a role with high job satisfaction and significant compensation upside.

Requirements:

10-15+ years of accomplished middle market entity and individual tax experience
Above average technical ability
Ability to be the tax face of the firm, lead and motivate staff
CPA and preferably  an MS or JD/LLM

A generous compensation package will be created for the right person.  A book of business is not required.  

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More opportunities for Firms

Robert Fligel

Let’s Connect

For a no-obligation consultation with absolute confidentiality. Isn’t it time we talked?

212-490-9700

rfligel@rf-resources.com

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Recent Partner Moves

Here is a sample of our recent partner searches. Average new compensation was around $400k

  • Tax and Audit SuccessorNYC

  • Business ManagementNYC

  • Tax - Large Local FirmNYC

More