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Mergers/Acquisitions

Whitman Business Advisors www.whitmanbiz.com has been helping CPA firms with their M&A needs since 2008. We are working with several non-NJ headquartered firms that are looking for a foundational firm to expand their foot-print into NJ. If your revenues exceed $2.5MM annually then we should talk today! To confidentially discuss this opportunity, please email us at pw@whitmanbiz.com.

Matthews, Panariello P.C., a well established full service Bergen County firm located in Paramus, is looking to acquire firms, sole practitioners, or accounts (audits, reviews, and tax preparation) ranging in size from $100,000 to $950,000. We are a peer reviewed firm with a strong track record of client satisfaction and retention. We have been successful in prior acquisitions; let's talk. Please visit our website at www.mpcpas.com. To confidentially discuss this opportunity, email Peter at pmanetta@mpcpas.com.

Traphagen CPAs & Wealth Advisors, a well-established firm in Bergen County with diverse client base and credentialed support staff is seeking small firms and sole practitioners for acquisition or merger. We are looking for firms ranging in size from $300K to $700K. This is an opportunity to align with a quality peer- reviewed firm, while continuing to provide your clients with exceptional service. To confidentially discuss this opportunity, please email us at carolynn@tfgllc.com.

For 17 years, Accountants Advisory Group has been specializing in M&A nationwide with a focus on firms of all sizes in NJ and NY. We work with both parties from beginning to end while finding the best possible strategic and cultural matches. We advise and consult during negotiations, preparing LOIs, and working with attorneys on closing documents. If you are seeking an M&A transaction or advice if M&A is your best option, email Joe Tarasco joe@accountantsadvisory.com.

Retirement-minded Bergen County CPA looking for a small firm or sole practitioner to take over my practice. Write-up and tax practice with annual billing of $150k. I have a very loyal client base. They have requested a smaller firm (sole-practitioner or two/three member partnership) with partners between the ages of 40–55.
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Seize a merger/acquisition opportunity with benefits for you. We are looking for firms ranging from $300,000 to $5,000,000 eager to combine forces as we continue to grow across northern NJ, Westchester and the Hudson Valley region. Goldstein Lieberman & Company is ideally situated to service all types of industries. Visit www.glcpas.com; email me, Phillip Goldstein, CPA, Managing Partner, philg@glcpas.com; or call me at 800-839-5767 to have a confidential conversation.

Monmouth County retirement-minded CPA seeks CPA to assume his partnership interest and to continue with remaining partner at our office location. Retiring partner will remain during transition period. Practice has large individual and small business tax preparation service. Cash collections in excess of $1,000.000. Reply in Confidence.
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Two retiring CPAs looking for a CPA who wants to expand their practice. We have clients in Somerset and Hunterdon Counties, and we are looking for someone to take over our practice. We have mostly tax clients, Schedule Cs, partnerships and Sub S corporations. Please email us at rosemarycpa@gmail.com.

Morris County sole practitioner CPA planning to retire after 40 years in business by December 31, 2023. Practice is ideal for an established small firm looking to expand their practice. Approximately 90% of revenues from tax preparation and related services, including approximately 290 individual tax returns and 60 business returns. Write ups and compilation services account for the remaining 10% of revenues. Annual gross billings approximately $290,000 with overhead and payroll of approximately 40%.
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Monmouth County CPA, peer reviewed, $750K+ annual revenue from profitable niche is seeking CPA or 2 partner firm with $300K to $750K collections and similar focus (small business/estate tax, consulting, compilations). Objectives: combine synergies; offer additional services.
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New Jersey Practices for Sale: Gross Revenues Shown: Mercer County CPA $97K; Hamilton Township CPA $4M; Camden County CPA $1.270M; Somerset/Hunterdon County CPA $700k;Essex County CPA $850K; Southeast Passaic County CPA $700K; Atlantic/Cape May Counties Area CPA $325K; Far South Middlesex County CPA $395K; Salem County Tax and Acct. $500K; Morris County Partnership Interest $175K; Gloucester County CPA $615K; For more information, call 800-397-0249 or visit www.aps.net.

New Jersey Practices for Sale: Gross revenues shown: Southeast Passaic County CPA $700k; Atlantic/Cape May Co. $325k; Essex Co. CPA $500K; far south Middlesex Co. CPA $395K; Morris Co. partnership interest 175K; Hamilton Township full-service CPA $4.079M; Atlantic/Cumberland Co. 670K, Burlington Co. $245K. For more information, call 800-397-0249 or visit www.aps.net.

Office Products/Equipment

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Professional Services

Do you have your WISP? According to the IRS, you need a WISP! Not only can eMDTec help you with putting together your WISP, but we can also provide the technical services needed for compliance with our managed I.T. service plan. At eMDTec, we ensure your I.T. operations align to help you work seamlessly and keep your data safe. Contact us at sales@emdtec.com or call 973-239-2160 today! www.emdtec.com.

Quality Review for CPA firms: audit, review, compilation, employee benefit plans, Yellow Book, revenue recognition. Contact James M. Sausmer, CPA at 732-261-7710 or james.sausmer@gmail.com.

Not 100% certain about your firm’s security and compliance, but still sticking with questionable IT services, because you think change will disrupt your business? Make a PAINLESS switch to https://powersolution.com: 26 years in business, we have developed our Easy 1 2 3 Onboarding method followed by outstanding Security, Compliance, and Managed IT Services. Contact Peter Jacobson for a free, confidential consultation: (201) 493-1414 ext 321 or peterj@powersolution.com

Mark Shemtob CFP®, FSA provides retirement planning consulting on an hourly basis tailored to each client’s needs. No sale of insurance products, investment management or boiler-plate plans. Areas of expertise: Retirement feasibility, Annuity considerations, Investment risk, Gifting strategies, Roth conversions, Reverse mortgages, Long Term Care, Social Security Claiming, Retirement Funds Tax Strategies, Pension options analysis. Contact markeaasa@yahoo.com for more information.

Real Estate

Office space available – Class A office building in Springfield NJ. Practitioner looking to share space and resources. Windowed private offices, workstations, conference room, kitchen, office equipment, covered parking, etc. Interested parties contact Stephanie Moray at 908-377-1176.

Office space in Hackensack, one block from court house; The Landmark building. The office includes all utilities, conference room for 10, off street parking and plenty of parking for clients. Extra work station if needed. If interested call Frank 201-370-1796.

Travel and Entertainment

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