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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.
This
firm is in discussions with buyers now.
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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.
This
firm is in discussions with buyers now.
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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.
Cash
sale required, no retention, dollar for dollar on
closing.
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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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