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York
Mills/Don Mills $375k in Fees - Merger Sought with Firm
with Cantonese Speaking Partner(s)
A Sole Practitioner
(mid 50's) seeks a merger with an established firm with
a view to acquiring his practice in 3 to 4 years time.
Initially the
successful party will roll this firm in to theirs and
acquire maybe 25% of his clients with further tranches
of business being transferred in blocks of 25% over
another three years until 100% ownership is achieved
and he will then seek to retire.
This represents
an opportunity to expand into the rapidly growing Toronto
area Cantonese market place. Although most of these
clients also speak English, the comfort of speaking
the clients' 'Mother Tongue' is seen as an important
asset.
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Durham
Region $180K in Fees
Poor
health means that this sole practitioner is looking
for an exit strategy in the next few months.
Good
location in a professional office building with long-term
clients and a per-diem staff if required.
This
firm is in discussions with buyers now.
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Kitchener/Waterloo
Area $400k in Fees
Sole practitioner
wants to retire after next Tax Season seeking a buyer
for the summer. Strip Mall location with good exposure,
staff and solid client base.
Great opportunity
for an energetic young CA, as this firm is turning new
clients away at present.
This
firm is in discussions with buyers now.
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Oshawa
Area $350k Fees
Sole practitioner
approaching retirement age seeks sale of firm.
Great high street
location opposite ample parking facility in busy downtown
area with street frontage and great signage on the front
of the building.
Become a part
of a growiong business community in this bustling city
and reap the rewards.
This
firm is in discussions with buyers now.
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North
Toronto - Sole Practitioner $500k in Fees
My client is a
sole practitioner in the Sheppard/401 area billing over
$500k who is seeking retirement within 3 years and is
seeking to merge with a larger firm to create an exit
strategy.
The clients of
this firm are agood mix of owner-managed business clients
who appreciate what their CA does for them.
This is a great
opportunity to acquire a solid client base in a popular
professional area with room to grow.
This
firm is in discussions with buyers now.
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Parry
Sound - $480k in fees
This practitioner
has a sterling reputation and is turning work down!
Excellent practice in a beautiful part of cottage country.
Retirement within the next two to three years presents
a great opportunity.
Quick sale possible.
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Mid-Town
Toronto - $600k in fees
Established 10
years ago by this entrepreneurial sole practitioner,
this CA (with a settled team of 5 to 7 years service
so far) is looking to pursue other business interests
and has appointed our firm to find a buyer.
Excellent client
base, location, premises, technology and staff, a real
turnkey operation - or can move client base to your
location without disruption.
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And
here is a selection of recently closed deals facilitated
by us... |
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North
York $2 Million in Fees
The
Senior Partner of this small firm with big ideas is
ready to retire in 2008 and is seeking a merger or sale
where the remaining partners will join the newly merged
firm or become partners with the acquirer.
Well
organized practice with qualified staff and long-term
clients in a wide variety of industries.
Existing
location available to buyer, or willing to move into
larger firm's space if a merger is the chosen route.
Practice
SOLD!
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Scarborough
$200k + in Fees
The
Senior Partner of a well-established firm is looking
to lighten his workload and ask asked us to find an
ambitious, young, CA who would relish an opportunity
to take over a portion of his book of business as the
first stage in his gradual slow-down.
After
three or so years, if successful, another tranch of
business would become available.
This
first block of business would include his Audit &
Review clients so you would need up to date handbook
and quality control skills. Turnkey office operation
with networked computers, software and available staff
to do the file preparation work, and the Partner would
be available five days a week on-site for consultation
and advice.
A
great opportunity to get out of the basement and into
an established practice with minimum risk.
Practice
SOLD!
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North
York $150k in Fees
Sole
practitioner providing bookkeeping, Notice To Reader
and tax services to small business owners seeks retirement
and is looking to sell.
2
part-time staff provide support and are available if
required.
Close
to major shopping centre on Yonge Street, this is a
major opportunity to grow quickly for an energetic practitioner.
Practice
SOLD!
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Mid-Town
Toronto $800k in fees
A long established
firm with a solid reputation and excellent growth record
seeks a merger with a larger firm to allow for economies
of scale, Quality Assurance assistance and maybe a tax
partner to offer a wider range of services to a quality
client base.
This young practitioner,
a second generation partner, has ambitious growth plans
and seeks a larger organization in which to help them
come to fruition.
Practice
SOLD!
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Etobicoke
$200k to $650k in Fees
A Partner in a
long-established firm seeks retirement and has many
options to discuss. Buy a block of his business, join
the fiorm as a partner and take over entire client base
of outgoing partner or maybe something else.
Practice
SOLD!
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Scarborough
$400k in Fees
A two-partner,
$800k fee firm seeks a new partner to replace a retiring
one.
Great office location
and a good team of staff serving clients who appreciate
what a CA can do for them represents a very good opportunity
for a young, ambitious CA.
Practice
SOLD!
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Etobicoke
$750k in Fees
A sole practitioner,
established for many years, seeks retirement in two
to three years time and has a turn-key operation to
offer an ambitious CA. Open to a merger prior to sale.
Good location,
team and set-up, the only things that's missing is you!
Practice
SOLD!
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Hamilton
$385k in Fees
A sole practitioner,
established for many years, seeks retirement and has
a turn-key operation to offer an ambitious CA.
Good location,
team and set-up, the only things that's missing is you!
Practice
SOLD!
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East
End of Toronto - $220k in Fees
A great block
of business with some substantial clients, few tax returns
and a good base to grow, suitable for a sole practitioner
working from home who wants to take over the one staff
member and existing office location with all assets
as a turn-key operation.
Lots of opportunity
to grow in this busy neighbourhood.
Practice
SOLD!
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Cobourg
– Kingston Area CA Firm $600k+ in Billings
A long
established CA firm of high repute seeks a successor
as this sole practitioner seeks retirement.
Current Staff
have a long employment history with the firm, all have
developed great client relationships and would be an
integral part of a succession agreement.
Located in a prominent
part of town with ample parking and easy access.
Great lifestyle
community in a major tourist region, with a substantial
catchment area.
This firm is well
known in the business community, as it has been established
for many years and has been actively involved in many
local organizations.
This profitable
practice has provided the practitioner with a very comfortable
lifestyle.
This firm has
a good mix of clients, in a variety of industries and
primarily provides accounting services with the associated
tax work that comes with owner-managed business clients.
Overall, a super
‘turn-key’ opportunity for an entrepreneurial
CA.
Practice
SOLD!
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Brantford
- Partnership Opportunity - $100k
My client is a
sole practitioner in Brantford who has grown to the
point where he seeks a partner who would buy around
$100k of his fee base and grow the firm with him.
Good location,
parking and solid client base, this is a great opportunity
to become a part of the local business community, create
work/life balance and build something of real value
for the future.
Practice
SOLD!
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Mississauga
- $500k in Fees
A three partner
firm, billing around $1.5m, seek an entrepreneurial
CA to succeed the senior partner, who is wishing to
retire soon.
A genuine opportunity
for a young ambitious CA to join a highly regarded firm
serving owner-managed business clients.
This opportuinity
will not be open long, so please call Steve McIntyre-Smith
at 905-842-2284 today!
Practice
SOLD!
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North
Of Toronto, South Of Barrie - $265k in Fees
A rare opportunity
to acquire a progressive, well managed, and rapidly
growing practice as turn-key operation with true work/life
balance and ample opportunity for further growth. Could
handle up to $500k in fees with no additional overhead.
This practitioner
is moving into industry and after almost a decade building
their practice is reluctantly selling to pursue an opportunity
they cannot refuse. My client will be available for
transitioning for the new owner, and to assist in future
marketing activities if required.
Wonderful opportunity
to acquire a practice with all the required elements
for growth - excellent staff, clients, marketing materials,
web site, referral network, etc. Everything is ready
to go, all we need is you.
Practice
SOLD!
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Toronto
- Young & Eglinton Area - $200k in Fees
A well established
practitioner serving the medical profession seeks the
sale of a block of non-medical client fees to allow
him to focus on his chosen niche. Good mix of different
types size and needs of clients, ideal start-up block
for someone looking to get started with a practice of
their own.
Practice
SOLD!
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Niagara
Falls - $700k in fees
Well established
(20 years) sole practitioner with a settled team, this
CA is looking to gradually withdraw over the next five
years and has appointed our firm to find a buyer.
Excellent client
base, premises, technology and staff, a real turnkey
operation.
Practice
SOLD!
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