Phone Number (609) 870-8116
Williamstown, New Jersey
Todd offers more than 27 years of experience emphasizing succession planning and business development in the accounting and tax industry.The scope of Todd’s experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practices, personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.Todd also speaks at regional and national conferences as an authority on succession planning and integrating financial planning into accounting practices. Todd is Series 7, 66, Life, Accident & Health Licensed. Todd enjoys staying active and is the proud father to three children – Sydney, Benjamin and Brooklyn.
Experienced in but not limited to the following services and sectors. Contact for a full list.
English
Established Businesses For Sale
Tarrant County, TX
Established CPA firm generating approximately $839K in annual revenue with a strong concentration of loyal small business clients. Practice offers a balanced mix of tax preparation, accounting, bookkeeping, and higher-value advisory services,...
$1,050,000
New York, NY
Established Manhattan Accounting Practice - Strategic Acquisition Opportunity This well-established accounting practice represents a premier acquisition opportunity in Manhattan's competitive professional services market. Operating with consistent...
$803,000
Manchester, VT
The practice serves a diverse and loyal client base, consisting of individuals, small and medium size businesses, fiduciaries, and nonprofit organizations. As of the 2024 tax season, the return preparation volume includes approximately: ? 300...
$600,000
Providence, RI
Established tax-focused accounting practice available for acquisition with a retirement-minded owner seeking the right successor. In operation since 2019, the firm has built a solid client base centered primarily on recurring tax preparation and...
$767,000
Kansas City, MO
ESTABLISHED CPA-LED ACCOUNTING AND ADVISORY PRACTICE This well-established accounting firm operates under CPA leadership, serving small business clients with comprehensive financial guidance and advisory services. The practice has developed a...
$1,200,000
Portland, OR
Since its inception, the firm has maintained a steady and profitable client base, emphasizing high-quality tax compliance and advisory services for professional, business, and estate clients.Individual and business income tax preparation and...
$781,000
Houston, TX
Client & Revenue Profile Accounting & Bookkeeping: Monthly Clients: 10 | Avg Fee $2,300 | Total $23,000 Income Tax: Individuals: 360 | Avg Fee $1,200 | Total $432,000 Businesses: 82 | Avg Fee $3,000 | Total $225,000 Other: 10 | Avg Fee $2,900 |...
Northbrook, IL
Looking to sell/merge with a larger CPA firm/platform. No individual buyers please. Firm Established in 2010. Owner willing to stay on. 3 staff. Client Mix - Accounting 16 Monthly Clients - Avg Fee - $,1000 per month - Total $160,000 20 Quarterly...
Sterling, VA
Established in 1989. Retirement minded owner. 25% Accounting. 75% Income Tax & Other Serve small to medium sized businesses and a few stand alone individual tax clients.
$617,500
Las Vegas, NV
Clients are small to mid size businesses, many single member LLC S Corp. Industries are restaurants, health care, real estate and others. CLIENT INFORMATION: Accounting, Bookkeeping, Compilations: Monthly Clients 36 Average Fee $ 5,277 Total...
$605,000
East Longmeadow, MA
Retirement minded owner. Firm established in 1993. Total gross income - $320,000 23 Monthly Clients - Avg Fee - 176 - Total - $40480 9 Quarterly Clients - Avg Fee - $818 - Total - $7362 13 Annual Clients - $4877 - Total - $63400 Income Tax 570...
$375,000
Newton, NJ
Firm Established in 1985. Retirement minded CPA. Gross Revenue - $697k Accounting 1 Weekly Client - $11,960 12 Monthly Clients - $56,028 1 Quarterly Client - $2,400 Income Tax Individuals - 457 - $279,598 Businesses - 131- $186,750 Other - 43 -...
$800,000
Paramus, NJ
Mix of small to medium sized businesses and individuals.
$350,000
Walled Lake, MI
Projected 2025 Gross Income - $160,000 Accounting Clients 19 Monthly Clients 11 Annual Clients Income Tax 15 1120/1120S 3 1065 2 Other Retirement minded CPA
$160,000
Thrive Group Thrive Financial Group (609) 870-8116
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