CONFIDENTIAL – ARIZONA CPA PRACTICE – 49% OWNERSHIP FOR $240,000

Established Arizona CPA tax practice with approximately $440,000 in normalized annual revenue seeks an experienced, hardworking, entrepreneurial solo CPA practitioner in the Phoenix/Scottsdale area to acquire a 49% ownership interest.

PURCHASE TERMS

• Purchase price for 49% ownership: $240,000
• Cash required at closing: $160,000
• Remaining $80,000: Seller financing available for a qualified buyer, subject to acceptable terms and security, with full repayment by October 2027.
• Opportunity to purchase the remaining 51% following the 2028 or 2029 tax season.

ABOUT THE PRACTICE

Well-established practice specializing in closely held businesses, S corporations, partnerships, individual income taxation, and sophisticated tax planning.

Long-standing client relationships, established operating procedures, and proven Lacerte, QuickBooks, and Microsoft 365 systems.

Extensive training, mentoring, and transition assistance will be provided by the current owner.

IDEAL CANDIDATE

Seeking an individual CPA who is:

• Technically proficient in business and individual taxation. Must be able to weigh materiality to decide about time spend on a project.
• Exceptionally hardworking, conscientious, organized, and dependable.
• Creative in identifying legitimate tax-planning opportunities.
• Personally involved in preparing and reviewing tax returns and serving clients.
• Committed to excellent client service and long-term professional relationships.
• Willing to adopt and maintain the practice’s existing software, systems, workflows, and client-service procedures throughout the transition, without discretionary changes unless approved by the current owner.

IMPORTANT REQUIREMENTS

This opportunity is intended for an individual, hands-on CPA seeking practice ownership and eventual full succession.

No large CPA firms, partnerships, passive investors, or earn-in arrangements.

The current owner intends to remain actively involved during the transition, with anticipated retirement following either the 2028 or 2029 tax season.

Maintaining continuity for existing clients is a fundamental requirement.

CONFIDENTIAL INQUIRIES

Interested candidates should provide a brief professional background, years of CPA experience, experience with closely held business taxation, familiarity with Lacerte and QuickBooks, and current practice or employment status.

Qualified candidates will be contacted for a confidential discussion. Additional practice information will be provided following appropriate screening and execution of a confidentiality agreement.

Please send inquiries to phxpracticetransitions@gmail.com