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, Communications and Recruitment

Telephone: 403.984.6235

Toll Free: 1.800.232.9406

Email: smeadows@cpaalberta.ca


Mergers


M#26 Alberta Practice Merger/Succession Plan

Experienced Alberta Chartered Professional Accounting Practice looking to expand. We have an established practice and are looking to expand by joining services with another professional, or perhaps provide an exit strategy for that professional. As a full service firm, we are looking for a 1-2 partner office which provides audit and review engagement services, and is looking for an arrangement to more effectively meet these standards for their clients. 

In addition to attest clients, we provide Notice to Reader, corporate and personal income tax, and sales tax compliance and advisory services, as well as bookkeeping services. Our practice values providing quality service to our clients and continuity of staff from year to year.

If you believe your practice has similar values and your clients would benefit from a strategic arrangement with us, please contact us info@albertacpa.com.


M#25 - Calgary Expansion/Merger

A well-established CPA, CA firm is looking to expand through a merger or admission of a partner. We are two partners with 14 highly trained/experienced staff, of which six have CPA designations.

This will be suitable for a sole practitioner with their own clients. We will also consider practitioners wanting to retire.

Please contact us at cpamergercalgary@gmail.com.


Office Space 


O#159 Flexible Office Options in Downtown Edmonton

Regus operates 3 Business Centres in Downtown Edmonton. We offer fully serviced offices with on flexible terms with the following included:

  • Highspeed Wifi
  • Furniture
  • Telephony services & mail handling
  • Nightly janitorial services
  • Staffed Reception
  • Meetings Rooms
  • 24/7 access
  • Access to business Lounge in 3500+ Centre Worldwide

We offer Month to Month terms, with a discount on a 6-month term and a 12-month term. We also offer Virtual Offices and Membership options. Prices currently start at $379/month for single person interior office on a 12-month term.

For more information contact me directly at nav.josan@regus.com or 780-909-1312.

Photos of the Manulife Place Centre:

Manulife Place - Exterior
Manulife Place -Reception
Manulife Place - Window Office
Manulife Place - Board Room

O#158 - Centrally located in Calgary - Shared Office Space Available

Newly renovated and fully furnished professional office space available. Centrally located in Calgary, near Chinook Centre. Just 10 minutes to downtown with free client parking! We are a well-established Public Practice Accounting Firm looking for a Professional Accountant who would be interested in cost sharing. We have two offices available with access to two boardrooms, kitchen, reception area, and underground parking. Administrative, telephone, and computer services available, if required. This is a great opportunity for someone looking to grow their practice by leveraging administrative staff and systems already in place to free up your time to work on professional services.
Contact us at: cpaofficecalgaryab@gmail.com
Office 156
Office 156
Office156
Office 156


Buyers


B#267 Calgary CPA Firm Looking to Expand Current Practice

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

My firm is seeking out a practice or block of clients with billings in the range of $150,000 - $450,000 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 l.ogbonnah@lopc-cpa.com.


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

I am an experienced sole practitioner Chartered Professional Accountant looking to bring my firm to the next level. I am a full service firm looking to purchase a book of clients or an entire practice.
I am seeking out a practice of book of clients with billings in the range of $100,000 - $500,000 in the Calgary of Edmonton areas.

If you are looking to have a career change or planning retirement, contact me today and we can discuss how I can help be a part of that new plan. Email at edmcalcpa@gmail.com.


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.

Please contact BuyCPAfirm@outlook.com to discuss opportunities. 


B#264 Two partner CPA firm looking to expand by adding a partner or buying a book of business from a CPA leaving public practice.

We are happy to work with another practitioner to transition clients over a short or long-term period. We currently provide full service to our small business clients including bookkeeping, notice to reader financial statements, personal, payroll, and corporate tax returns as well as GST filings.

We have a growing practice in litigation support and forensic accounting services as well as conducting specified procedure engagements.

To discuss opportunities, please contact us at admin@sgaccountants.ca.


B#263 Calgary Firm Looking to Expand The Practice

Experienced Chartered Professional Accounting firm looking to expand our client base. We are interested in acquiring a block of accounts or an entire practice to help facilitate retirement or transition from public practice.

We are currently 3 partners with a full staff compliment. We have done this several times and are very familiar with the issues faced during this sort of transition. We understand the need for flexibility and the concerns facing transitioning clients and practitioners.

If you are interested, please email at cpaabpracticebuyer@gmail.com.


B#262 Experienced Chartered Professional Accountant with strong entrepreneurial mindset, positive outlook, and excellent customer service skills is looking to buy an Accounting firm

I am in the market to buy a practice with billings in the range of $100,000 - $1,500,000 in Calgary and surrounding area, ideally with a focus on notice of reader engagements, as well as personal and corporate tax. As part of the acquisition strategy, I wish to retain your firm’s existing structure (ie: the client base, your team members, and office location).

I am flexible to accommodate a mutually beneficial transition plan and also willing to have the seller stay on board on part-time or full-time basis if he/she desires. For private and confidential discussion, please contact me at awerix19@gmail.com if you are planning to sell or move towards retirement.


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 $80,000 to $100,000 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 admin@albertoromano.ca.


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#256 Seeking to Merge or Buy - Are You Ready to Move Your Clients Online?

Are you retiring, looking to transition out of public accounting, or interested in combining your resources to grow your firm as quick as possible? Our firm is looking to buy or merge with a book of non-assurance clients with gross billings up to $500,000. The successful clients will be transitioned to a full-service online platform that provides them timely service and allows you the freedom to work anywhere at anytime.

Do you have a client base that appreciates full-service accounting, and would prefer to be billed on a subscription basis rather than receiving a large invoice at tax time? Would you prefer this steady stream of income?

Would you like to take a step back from your practice and do some travelling, and/or have the freedom of servicing your clients from anywhere in the world?

At our firm, we value our time, finding innovative new ways to service our clients, educating ourselves on new tax rulings and technology, and work-life balance.

If you believe your clients are ready to take the leap into the new generation of simplified full-service accounting, please contact us at cppacpaca@gmail.com.


B#255 Seeking to buy – Edmonton Area block of clients

Experienced Chartered Professional Accountant looking to expand its newly establish 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 - $1,500,000 in the Edmonton and surrounding areas. Looking for a focus on corporate tax services. As part of the acquisition we wish to retain your firms existing structure (ie: the client base, your team members and office location).

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


B#253 Calgary Firm Seeking to Expand

Our firm is looking to grow by acquiring a practice or blocks of clients in Calgary. We are a three partner CPA firm. Since our firm will have two highly trained and competent CPA students soon to graduate, we are seeking to expand our practice. Our firm provides a full range of services, with a focus on corporate businesses, agriculture, Estates & Trusts, and personal taxes. Our reward is to see our clients achieve their goals, maximize tax savings, establish plans going forward, and to succeed at what they do best. We pride ourselves in educating our clients and ensuring they are well informed of business or personal tax changes. We believe in personal, dedicated, and professional service.

We are interested in acquisitions in the Calgary area only. The clientele could be diversified in different industries with the following engagement types - personal taxes, consultation, compilations, and reviews engagements.

Please contact info@bbbcpa.ca for private and confidential inquiries and discussions.


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 Experienced Chartered Professional Accountant looking to expand the established firm in Calgary.

Willing to work on all aspects audits, reviews, notice to readers, corporate and personal taxes. 

Looking in the market to purchase a block of clients or practice with annual fees from $60,000 to $200,000. Contact me if you are planning to sell or moving towards retirement soon. 
Please email me at pafpurchase18@gmail.com


B#250 Looking to buy - Calgary Area Firm (Calgary, Cochrane or Canmore)

As an experienced practitioner (30rys+) I am looking to expand our firm in and around Calgary. We would consider a practice in Calgary, Cochrane or Canmore.

Our firm is seeking out a practice with billings in the range of $400,000 - $1,000,000 in the Calgary and surrounding areas. Looking for a focus on corporate tax services. As part of the acquisition we wish to retain your firms existing structure (ie: the client base, your team members and office location).

Overall, I am flexible to accommodate a mutually beneficial transition plan. Contact me if you are planning to sell or move towards retirement, email dave@boomercpa.ca.


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 Calgary Accountant looking to purchase a Tax Practice

Experienced Chartered Accountant looking to establish an accounting firm, with a focus mainly on corporate taxes - notice to readers engagements.

With over 14 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 dmca@telus.net
 


B#243 - Central Alberta / Red Deer – Tech-savvy CPA firm looking to acquire a block of clients

Prince Accounting is looking to grow and expand our current practice. With a focus on utilizing technology to help small business remain tax compliant and increase their bottom line, we are a forward-looking professional accounting firm. Check us out at  www.princeaccounting.ca.

We are looking to acquire a notice-to-reader tax practice with annual billings up to $500,000. Please reply in confidence to brody@princeaccounting.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#229 Edmonton - Young, sole practitioner wanting to expand client base

Younger, well-respected sole practitioner seeking to expand client base. Key focus is on building relationships with clients to provide real value to their business and provide tax savings. Expertise in everyday tax planning as well as other tax transactions. Experienced in all industry types and willing to travel to meet with clients across the province.

Interested in purchasing up to $3,000,000 or merging with another office or practitioner to save on costs. Willing to pay a premium price.

Please reply to email in absolute confidence: acctntyegpurchase123trbn@gmail.com.


Sellers


S#01 - Edmonton Practice for sale/transition including Office Space

Well established CA / CPA firm for sale with excellent cash flow to owner. The practice has a good mix of long-term small and mid-sized clients ($5M to $25M) with revenues in excess of $1M. Clients are in a broad cross section of industries. The firm has experienced staff who are highly competent, and therefore work well with little supervision. Most of the past growth has come through client referrals and there is significant opportunity for additional growth in several service areas.The owner is currently looking at a 3-5 year retirement plan and will transition the practice to a successful candidate or firm.

Ideal Buyer

The ideal buyer will either be a similar firm that wants to get to that next level, or one that just wants to expand into this market. The buyer could also be an experienced individual or group. The ability to manage an efficient team is a must.

The practice is located in the west end of Edmonton in a new building with office space specifically designed for the accounting practice. The eligible candidate would have to be able to take over the current space to assist with the client transition. The accounting office is approx. 2,800 square feet with reception, boardroom, filing/storage, lunchroom and 7 offices. There is additional attached undeveloped space of approx. 2,500 square feet that can also be developed and included with the practice. A preferential rental rate can be negotiated to accommodate a larger firm if required. Great access to the Henday and good parking is available.

Please reply in confidence to reception3470@gmail.com.


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