Seeking $500K Book of Business | Immediate Integration Preferred

We are working with a growth-oriented public accounting firm that is actively seeking to acquire and integrate an established $500K tax book of business. The firm is prepared to move quickly for the right portfolio and values a smooth, client-first transition.

This initiative is part of a long-term growth strategy focused on expanding advisory capabilities, deepening client relationships, and adding senior-level tax leadership.

Ideal Book of Business Profile

- Approximately $500K in recurring tax and advisory revenue

- Client base consisting of closely held businesses, high-net-worth individuals, and/or multinational entities

- Strong client retention and ethical practice management

- Opportunity for cross-selling, advisory expansion, and long-term growth

Leadership & Transition Expect...