RESOURCE GROUPS

Learn more at: wscpa.org/job-board

Mergers & Sales

IBA Sells Privately Held Companies: Do you represent a client who is ready to retire or has taken a company as far as they want to or can? IBA is the Pacific Northwest’s oldest business brokerage (M&A) firm. We are professional negotiators with over 4200 completed transactions. Please contact us if we can be of assistance at 425.454.3052, 509.907.9406, or www.ibainc.com.

Vancouver/Snohomish County and Portland, OR Firms for Sale: Selling or Buying a Firm in 2023? Accounting Biz Brokers has been selling firms for over 18 years. Selling your firm is complex. We can make it simple. Contact us today for a FREE market analysis! Current Listings: Vancouver, WA $500k Snohomish County, WA $140k Portland, OR $935k. Kathy@AccountingBizBrokers.com, www.AccountingBizBrokers.com. 866.260.2793

Learn more at: wscpa.org/classifieds or contact Sharon Olene-Marander at smarander@wscpa.org

Join A Resource Group

Engage with CPAs who share your interests by participating in one of the many resource groups or committees, which are open to WSCPA members. These groups provide a space for you to share your insights and stay aware of developments affecting your specific practice area. Topics include international tax, not-for-profit, sole practitioners, student outreach and more.

Visit wscpa.org/resource-group-committees

Profitable

Fresno Tax & Accounting Firm (CA

1215): Established in 2012, this Certified Public Accounting practice has established a strong, longterm presence in the greater Fresno area. Since its inception, the Practice has offered a wide range of tax and accounting services to both business and individual clients. The Practice’s service by revenue breakdown is 37% Tax Preparation and Planning, 37% Accounting & Auditing, and 26% Consulting, Forensic & Valuation. Including the Owners, the Practice has twelve (12) staff members serving its ~477 active clients. Over the past three (3) years, the Practice has averaged gross revenues of approximately $1,978,397 (2020-2022). This Practice is poised for growth and increased revenue under new ownership. To take advantage of this exciting business opportunity, call 253.509.9224 or email info@privatepracticetransitions.com.

Lucrative South Puget Sound Tax and Accounting Firm (WA 1204): For nearly 40 years, this Washington CPA firm has offered a wide range of services to both business and individual clients. The Practice has a diverse, loyal, and growing client base of ~2,236 active clients. The Practice is full-service and excels at tax preparation and planning, business advice and consulting, providing bookkeeping, accounting, and financial statements, as well as business valuation and personal financial planning. In 2022, the Practice experienced 3.21% year-over-year growth with gross revenues of $3,679,648. Additionally, the Practice has nineteen (19) staff, including the Owners who are willing to continue employment and/or provide transition assistance and help with goodwill transfer, business development, and other “mentoring” functions for an agreed-upon period, if desired. To learn more, call 253.509.9224 or email info@privatepracticetransitions.com.

Profitable Snohomish County Tax & Accounting Practice (WA 1210): Established in 1971, this practice located in the Seattle Metropolitan Area has offered a wide range of tax and accounting services to both business and individual clients. In 2021, the Practice had ~1,900 clients representing 3,467 total tax returns. The Practice’s service by revenue breakdown is 50% Individual Tax Preparation and Planning, 23% Business Tax Preparation and Planning, 20% CIRA Audits, 2% Condo Tax, 2% Reviews and Compilations, 2% Bookkeeping, and 1% Other. Over the past three (3) years, the Practice has averaged gross revenues of approximately $2,864,358 (2019-2021). Through October 2022, the trailing twelve months’ (TTM) gross revenues were $3,468,317. The Practice’s success is in large part due to the dedicated and seasoned staff who are highly skilled with a strong focus on customer service. The Practice has sixteen (16) staff including the Owners, who are willing to provide transition assistance and help with goodwill transfer, business development, and other “mentoring” functions for an agreed-upon period. Additionally, one owner would like to remain on as an employee posttransition, if desired by the new owner. If you are a strong leader with experience leading a team, this is the business for you. For more information, call 253.509.9224 or, send an email to info@ privatepracticetransitions.com.

Profitable Portland Tax & Accounting Firm Ready for New Owner (OR 1213): Established in 1990, this tax and accounting practice located in the southwest suburbs of Portland has offered a wide range of tax services to both business and individual clients as well as audit services to housing and employee benefit clients. The Practice’s service by revenue breakdown is 37% Housing Project Audits, 30% Tax Preparation, Planning, and Consultation, 24% Benefit Plans, 8% Payroll Audits, and 1% Non-Housing Audits. Including the Practice’s five (5) Partners, the Practice has seventeen (17) staff members serving its ~1,080 active clients. Over the past three (3) years, the Practice has averaged gross revenues of approximately $2,545,327 (2019-2021). To take advantage of this exciting business opportunity, call 253.509.9224 or email info@privatepracticetransitions.com.

Highly Rated Methow Valley Tax & Accounting Firm (WA 1205): Over the past 39+ years, this Washington tax and accounting firm has offered tax and bookkeeping services to both business and individual clients in Winthrop and surrounding areas. As of June 2022, the Practice has approximately ~662 active clients and has seen great client retention as is evidenced by the increase in client counts year-over-year. The Practice’s service by revenue breakdown is 72% Tax Preparation & Consulting, and 28% Bookkeeping. In 2021 the Practice brought in $597,220 in gross receipts which was a 12.6% YoY increase! Including the Owner, the Practice has seven (7) loyal staff members. The Owner is willing to stay on part-time for up to two (2) to three (3) years if desired. To take advantage of this “turnkey” business opportunity, call us at 253.509.9224 or send an email to info@ privatepracticetransitions.com, with “1205 Highly Rated Methow Valley Tax & Accounting Firm” in the subject line.

Successful Pierce County Bookkeeping & Tax Firm (WA 1214): For over 40 years, this Washington Practice has offered bookkeeping and accounting services to both business and individual clients. The Practice’s service by revenue breakdown is 65% Bookkeeping, 20% Income Tax Services, and 5% Other. As of October 2022, the Practice has ~500 total clients. Over the past three (3) years, the Practice has averaged gross revenues of approximately $621,953 (2019-2021). The Practice’s success is in large part due to the dedicated and highly skilled staff with a strong focus on customer service. The Practice has five (5) loyal staff members including the Owners. With loyal staff and many word-of-mouth referrals, the Practice is poised for growth and increased revenue under new ownership. To learn more about this exciting business opportunity, call 253.509.9224 or, email info@privatepracticetransitions.com.

Considering the sale or purchase of a private practice? As the preeminent provider of business brokerage and consulting services in the Northwest, we work exclusively with owners of professional practices in the legal, healthcare, financial services, and tech industries. Need to prepare your practice for sale? Looking for a business valuation? Ready to sell your practice for top dollar? Let our team guide you through this life-changing transition. Call us at 253.509.9224 or visit our website to learn more about our services and top-notch team waiting to help you: PrivatePracticeTransitions.com.

Profitable King County Tax & Accounting Firm (WA 1212): Over the past 26+ years, this Seattle Practice has offered a wide range of tax and estate services to both business and individual clients. The Practice’s service by revenue breakdown is 45% Individual Tax Preparation and Planning, 20% Business Tax Preparation and Planning, 27% Trust & Estates Tax Preparation and Planning, 4% Reviews & Compilations, 2% Bookkeeping, and 2% Other. Including the Owners, the Practice has five (5) staff members serving its ~850 active clients. Over the past two (2) years, the Practice has averaged impressive gross revenues of approximately $1,825,000 (2021-2022). The Practice’s success is in large part due to the dedicated and seasoned staff who are highly skilled with a strong focus on customer service. This Practice is poised for growth and increased revenue under new ownership. To take advantage of this exciting business opportunity, call 253.509.9224 or, email info@privatepracticetransitions.com, with "1212 Profitable King County Tax & Accounting Practice" in the subject line.

Successful Lincoln County Tax & Accounting Practice (OR 1216): Since 2001, this Oregon tax and accounting firm has offered a wide range of services to both business and individual clients. The Practice’s service by revenue breakdown is 70% Tax Preparation and 30% Accounting & Payroll. The Practice currently has five (5) staff members serving its ~750 active clients. Over the past three (3) years, the Practice has averaged gross revenues of approximately $501,021 (20202022). The Practice’s success is in large part due to the dedicated staff who are highly skilled with a strong focus on customer service. For more information, call 253.509.9224 or email info@ privatepracticetransitions.com.

Virtual-Ready Lewis County Tax & Accounting Practice (WA 1221): Established in 2000, this Washington Practice has offered a wide range of tax and accounting services to both business and individual clients. The Practice’s service by revenue breakdown is 53.2% Consulting, 22.8% Individual Taxes, 9.5% Corporate Taxes, 6.5% Write-up, 4.6% Estate Taxes, 2.3% Audit Protection and 1.1% State Taxes. Including the Owner, the Practice has two (2) staff members serving its ~320 active clients. The Practice has experienced year-over-year growth each of the last three years with an incredible 13.2% YoY growth from 2021 to 2022. The Practice is known for providing high-quality tax and accounting services and receives a lot of word-of-mouth referrals from happy clients. Additionally, the Practice is nearly 100% virtual, so a new owner can take the book of business over from anywhere! To learn more about this exciting business opportunity, call us at 253.509.9224 or email info@privatepracticetransitions.com, with "1221 Virtual-Ready Lewis County Tax & Accounting Practice" in the subject line.