Opportunities

Firms Seeking Successor, Merger or Sale

Westchester
Westchester CPA with a 450k diverse book of business is seeking to merge with similar or larger firm. >

Robert Fligel, CPA

Long Island: This is a mid-Nassau-based accounting firm with around $2.5 million in revenue. The founder is in his early 60's and is seeking a medium term succession strategy. They are seeking a practitioner or partner with a book of business of 4-500k+ The firm has a number of good-sized clients, a nice combination of tax, accounting and audit work. and a very strong staff (several CPAs) It is a very collegial work environment and offers a compelling quality of life. Compensation/ equity package will be very fair if not generous. This is a special opportunity.

New York City: NYC Tax Partner with a 700k book of business. Expertise in high net worth and family office/business management. CPA, JD, LLM. Very personable and seeing a more entrepreneurial firm.

New York City: Well known, respected and highly profitable regional firm is seeking a leader for their business management practice. The ideal person will have 15-20+ years of experience in a CPA or business management firm. They will have an expertise in managing day to day financial affairs of super wealthy business owners and families plus entertainment and sports celebrities. Leadership, business development and client handling skills are expected to be in the upper echelon. Compensation package will be very generous for the right person. This is a fantastic opportunity at a very nice firm.