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 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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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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Partner Seeking Firm • New York City

Audit Partner - New York, Financial Services $

A true attest expert with expertise in hedge funds, private equity and broker dealers.

 Will bring some business, has solid QC orientation and active in business development efforts as well.

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More opportunities for Firms

Robert Fligel

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Recent Partner Moves

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

  • Tax - High Net WorthNYC

  • Business ManagementNYC

  • Tax - Large Local FirmNYC