Buyers Sellers Mergers and Office Space

If you wish to advertise in our Buyers, Sellers, Mergers & Office Space section, please email your ad as a Microsoft Word Document to:

Stephanie Meadows-Morris

Administrative Assistant, Member Engagement and Development

Telephone: 403.984.6235

Toll Free: 1.800.232.9406

Email: smeadows@cpaalberta.ca


Mergers 


M#32 Merger Opportunity!

I am a sole practitioner looking to merge with another accounting firm or other sole practitioners in order to share some costs and effectively serve our clients and also share the knowledge.

I have an office in Calgary and would be willing to maintain my current office or relocate. To discuss further please contact me at cpacacalgary@gmail.com


M#31 Calgary CPA Looking for Merger Opportunities

I am a 15 year sole practitioner looking to merge with another accounting firm or other practitioners in order to more effectively service clients by addressing capacity issues and sharing costs and expertise.
I have an office in central Calgary with a good lease and designated staff and would be willing to maintain my current office or relocate. To discuss further please contact me at: calgarycpaca2022@hotmail.com


M#30 St. Albert – Shared Office and Potential Merger

Are you a sole practitioner looking to move from your home office to an office space in the St. Albert area? If this sounds like you, we would like to talk. Currently, Livesey Shen LLP is looking to bring in a sole practitioner to utilize an office space using the shared office model. There is also an opportunity to utilize some of the shared costs and resources we have available with the potential merger of the two practices.

To discuss this opportunity, please contact Ryan Livesey at Ryan.Livesey@liveseyshencpa.ca.


M#28 Edmonton Mid-size Firm Looking for Merger Opportunities

Crowe MacKay is a mid-size full service firm that has been around for over 50 years, with offices in downtown Edmonton we are looking for opportunities to expand our practice.

We are interested in firms and individuals who would like to merge with our existing practice and continue working as part of something larger. Ideal opportunities would be a sole practitioners or a 2 to 3 partner firm who want to do less admin, need assistance with capacity, or want to focus on what they do best.

Our core values are Care, Share, Invest and Grow, we offer great client service and our staff are well looked after.

Please email Paul.Harris@crowemackay.ca to discuss further. 


Office Space  


O#159 Edmonton CPA Firm – shared office space and partnership growth potential

We at Caskey & Company LLP are looking to rent office space to a Sole Practitioner(s) with about seven years of experience running their own public practice.  Conveniently located in West Edmonton, we are looking for someone who wants to grow their own practice, boost their own billings and eventually merge into our practice. This is an opportunity for existing partners to transaction clientele to that individual(s).

To discuss further please contact Radhika at rgauthier@ccllp.ca.


 
Office 156
Office 156
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Office 156


Buyers


B#272 Edmonton and Area Firm Looking to Grow

Tetz Powell Chartered CPA’s has been around for over 15 years, specializing in tax planning with an emphasis on delivering the best client service possible. In a practice sale, we aim to make the transition as smooth as possible, and to put your clients first.

We have successful completion of CPA Canadas In-Depth Tax Program Levels I,II and III and our firm is able to offer clients tax planning solutions (reorganizations, estate planning, corporate tax planning) most times only offered by bigger firms, but able to offer at small firm prices due to lower overhead.

Through a strong focus on staff development we have been able to attract and maintain a high quality of senior staff accountants, all dedicated to delivering top notch client service. We are now able to expand as a result of our staffing capability. So you do not need to be concerned that your clients will be lost in the shuffle of a transition.

We are looking for a practice in the range of $150,000-$250,000
Please contact dltetz@tetzpowell.com


B#271 Edmonton Mid-size Firm Looking to Expand

Crowe MacKay is a mid-size full service firm that has been around for over 50 years, with offices in downtown Edmonton we are looking for opportunities to grow our practice.

We are looking for firms and individuals looking for assistance with their transition plan.

Our core values are Care, Share, Invest and Grow, we offer great client service and our staff are well looked after.

Please email Paul.Harris@crowemackay.ca to discuss further.


B#270 Wanted to Purchase a Book of Clients

Experienced CPA, CGA looking to purchase a Book of Clients in Alberta which could include a mix of bookkeeping, Compilations, Corporate, Personal and Trust returns, or just bookkeeping clients.

Interested in speaking with CPAs or bookkeepers who plan to retire this year.

Please contact canadiancpacga@gmail.com.
 


 B#266 Looking to buy a book or clients or an entire practice in Edmonton, Calgary, and Vancouver

We here at Livesey Shen LLP are a full-service accounting firm looking to purchase a book of clients or an entire practice. We are seeking out a practice of book of clients with billings in the range of $100,000 - $500,000 in the Calgary or Edmonton areas. We are also interested in expanding our office in Vancouver BC if you have a practice in BC.

If you are looking to have a career change or planning retirement, contact us today and we can discuss how we can help be a part of that new plan.

To discuss this opportunity, please contact Ryan Livesey at Ryan.Livesey@liveseyshencpa.ca.


B#265 Looking to buy A CPA Firm

A sole practitioner in Edmonton is looking to purchase a block of clients or an entire practice with gross revenues up to $600,000 that preferably consists of mostly NTRs, T2s, T1s, and bookkeeping. The buyer is open to all potential opportunities.

BuyCPAfirm@outlook.com to discuss opportunities. 


B#261 Seeking to Buy a Small Practitioners Practice or Book of Clients

Experienced Chartered Professional Accountant looking to expand the established firm with a focus on notice to readers, corporate, personal taxes, advisory, and review engagements.

Our firm is seeking out a practice with gross billings in the range of 100,000K to $150,000K in Calgary and the surrounding areas. Looking for a focus on corporate and tax advisory services.

Contact if you are a small practitioner planning to sell a book of clients or move towards retirement at vartika@vsatija.com


B#260 Calgary Firm Looking to Expand

Experienced Chartered Professional Accountant looking to expand with a focus on Notice to Readers, Corporate and Personal taxes and Controllership.

My firm is seeking out a practice or block of clients with billings in the range of $25,000 - $200,000 in the Calgary and surrounding areas. My firm prides itself on strong client relationships and focus on detail and service.

Overall, I am flexible to accommodate a mutually beneficial transition plan. Feel free to contact me if you are planning to sell or move towards retirement, email aromanoca@gmail.com.


B#258 Seeking to buy – Edmonton Area block of clients

Experienced Chartered Professional Accountant looking to expand the established firm with a focus on notice to readers, corporate, and personal taxes.

Our firm is seeking out a practice with billings in the range of $200,000 - $1,000,000 in Edmonton and the surrounding areas. Looking for a focus on corporate tax services. We can also do US tax.

Overall, we are flexible to accommodate a mutually beneficial transition plan. Contact us if you are planning to sell or move towards retirement at lolily99@gmail.com.


B#253 Calgary CPA firm looking to buy and expand our practice

Experienced three partner firm plus staff, we are a full-service firm looking to purchase and expand our practice in Calgary and surrounding area.

We have experience in every industry from small to large size businesses.

Our focus is to provide personal dedicated service and will ensure this is maintained during and after transition.

We will also keep on all current staff. If interested, please email randal@bbbcpa.ca.


B#252 Edmonton and area firm looking to grow

Our firm has been in existence for 40 years and we are looking to grow by acquiring a practice or blocks of clients. We are based in Edmonton, with satellite offices in St. Albert, Athabasca, and Slave Lake. Our firm provides a full range of services, with a focus on small and medium-sized businesses, not-for-profits, and personal taxes. We pride ourselves on the relationships we form with our clients and the assistance we provide so our clients can achieve their goals and be successful.

We are interested in acquisitions ranging from yearly billings of $100,000 - $500,000 in the areas surrounding our current offices, but we would be willing to expand elsewhere given the right fit. 
Please feel free to email us at pbourbonnais@petersonwalker.ab.ca to confidentially discuss this further.


B#251 Calgary Firm Looking to Expand

Experienced Chartered Professional Accountant looking to expand the firm to the next level. I have a full-service firm providing assurance, tax and bookkeeping services. I am looking to purchase a book of clients or an entire practice with gross revenues up to $500,000 in Calgary and surrounding area.

I am flexible to accommodate a mutually beneficial plan. I am also open to working with the retiring partner for some time in order to have a smooth transition.

Please reach out via email cpacacalgary@gmail.com 


B#249 St. Albert firm specializing in small business looking to buy in St. Albert or surrounding areas

We have been operating in downtown St. Albert over 25 years specializing in small business. We focus mainly on personal and corporate tax services, assurance engagements, and trust and estates.

We are in the market to purchase a book of business or practice with annual billings up to $300,000 in the St. Albert or surrounding areas.

Please email us at office@nguyenscottllp.ca to discuss this further.


B#246 Experienced Chartered Accountant looking to purchase an accounting firm

 Experienced Chartered Accountant looking to purchase an accounting firm, focusing mainly on corporate taxes - notice to readers engagements. Lots of experience with investment corporations.

With over 17 years of experience and having completed in-depth levels I, II, and III. I am looking to be the right fit for your clients.

In the market to purchase a book of business or practice within Calgary, with annual fees from $150,000 and up. If you would like to discuss an opportunity, please email me at dustin@myerstax.ca.


B#239 - Full Service Firm Looking to Buy in Edmonton Area

We at Gallo and Company CPA are looking for professionals that would like to be bought or merged in as part of their transition or growth plan. We are a full-service firm with in-depth tax planning, valuations and a fully owned separate book keeping firm. We know there are lots of firms in the Edmonton market looking to purchase, so why us? We are energetic, believe quality and value are the key to long term relationships, and that going the extra mile is what professionals do. We invest in our staff, ensure they are taken care of, and in-turn provide great client service. With offices in Edmonton and Sherwood Park, we have reach and flexibility. We have the growth history to prove what we say. So if you are looking for a successful transition or growth, look no further.

If you would like to talk further about opportunities, email jonathan@galloandco.ca.


B#230 Experienced and Ambitious Chartered Professional Accountant Looking to Buy an Accounting Firm in Edmonton

I am an experienced CPA with over seven years of experience in a mid-sized firm looking to branch out and buy a practice. I am looking for a practice in the range of $500,000 - $1,500,000 in Edmonton and surrounding areas. As part of the acquisition, I wish to retain the firm’s employees and location. I am flexible to accommodate a transition plan that works for the seller. Please contact me at yegcpa123@gmail.com for a confidential discussion.


Sellers  


S#105 A CPA FIRM IN CALGARY IS AVAILABLE FOR SALE

The Owners are planning to retire.

We are paperless since 2012 and are cloud based. We have clients from all industries and are of various sizes. We have sizable number of professional clients (dental, physicians, optometrists, etc). 85% of our revenue is from compilations, reviews and T2s. The owners will work during the transition period.

Our revenue is around $1.7 m and will be sold at a premium. No payment options are available, it will be cash sale only. Closing will be early next year, if possible. Interested buyers can email at the following address for details. Please provide your details with the request.

Email: calgarypractice4sale@gmail.com


S#104 Retiring Edmonton sole practitioner office for sale

CPA sole practitioner with billings in the $300,000 to $400,000 range is looking to retire and sell or arrange for client succession to another CPA or firm.

Office is located in Northwest Edmonton, and engagements consist of NTR and personal tax.

Would be willing to remain in a part-time capacity as a client advisor to facilitate a transition.

If interested, reply to Practicesale2022@gmail.com. 


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