mercodealNortheast business services, $900k EBITDA
Project Keystone · #F-1182

Accounting & advisory firm, Pennsylvania.

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Real photos after NDA
Illustrations · site kept confidential

Tax, audit and outsourced CFO services for 900 small businesses

Founded 1988 · 24 employees · revenue $3.1M · EBITDA $900k

Managing partner, 35 years

Retiring. 18-month transition, client introductions in person.

  • 82% recurring fees

    Monthly retainers and annual engagements.

  • 2 partners-in-waiting

    Senior managers ready to step up.

  • Fully cloud-based

    Practice management and portal already in place.

Two-office CPA firm near Philadelphia. 900 recurring business clients, 1,400 individual returns. Monthly bookkeeping and outsourced CFO retainers make up a growing share of revenue.

What's included

  • 2 leased offices
  • Client list and engagement letters
  • 24 staff, 9 CPAs

Financials

RevenueAdj. EBITDA

From connected QuickBooks · 6 add-backs reviewed · 3-year revenue growth 7% a year

Where it is

Pennsylvania. Exact city after NDA.

~25 mi area

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