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#34 Calgary mid-size Accounting Firm looking for Chartered Professional Accountant with opportunity to acquire a strategic percentage ownership in the firm.
We are a well-established, mid-size, full-service CPA firm located south of Calgary, looking to provide an energetic, experienced, service-oriented Chartered Professional Accountant with the opportunity to acquire a percentage ownership position in our firm.
We have been providing accounting, tax advisory, Compilation, internal audit, and other services to our small to mid sized clients (client sized with multiple corporation from 5 to 30 and average annual revenue between $2m to $30m) for over six years, with a focus on offering owner-managers with tax planning solutions (reorganizations, estate planning, corporate tax planning, re-structuring). Some of the basic services we provide also includes, bookkeeping, T2, GST, Payroll processing, etc. Gross annual revenue of $1.7m makes growth an option versus a necessity and provides the practitioner with the opportunity for a very rewarding and fulfilling career. Exceptionally located, our office provides easy access and ample parking for both clients and staff.
We are interested in individuals or firms who would like strategically to acquire up to 50% partnership in our firm. Also, an option to merge with our existing practice and continue working as part of something larger.
This is a very unique opportunity, with a qualified and experienced team in presence, full admin support, 100% cloud based and automated decision-making process through in-house build software application, will help the incoming partner to easily and seamless settle down. The team is versatile and diverse with strong retention. The firm’s growth has been very fast and acquired many larger accounts in last 2 years, hence, the current owner looking for a partner to join hands and expand the operations to next level. Interested professionals: Current valuation of business is close to $2.3m. Current owner looking to sell at the minimum 30% stake, up to a maximum of 45%, based on current valuation. Please reply to htakme@gmail.com and provide us with the following:
1. Some information about yourself and your experience in public practice (name, Resume, nature of experience over years and type of experience in public practice, experience managing team, etc.)
2. What strengths/expertise you bring to us?
3. What percentage are you planning to acquire, and do you have financing available?
Closing date: We hope to close in December 2023.
M#33 Looking to bring in Partner!
Glober & Preer LLP is a mid-size full service firm that has been in operation for 6 years. We are interested in an individual that would like to join our partnership in Edson, Alberta.
We have a strong focus on customer service and providing quality work. Please contact Susanne at susanneg@globerandpreer.ca
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#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#162 Office Space for Rent
We currently have two vacant office spaces for rent located in the Parkwood Business Centre in South Edmonton.
Both spaces are 10ft by 10ft and we are asking $1000 each per month. Please call us at 780-483-5490 ext. 100 to book a viewing. rbadmin@rbpa.ca
Additional details below.
-Closed door offices
-High-end furnishings and finishes
-Private desk
-Free parking
-Use of boardrooms
-Presentation technology enabled
Please note the offices are partially furnished. We supply furniture as shown in the photos (with the exception of the printer)
O#161 Calgary CPA Office Space
Exceptional location with immediate access to Calgary's transit system and an 8-minute walk from the 4th Street SW LRT Station.
Every amenity is within walking distance, varying from restaurants, bars, gyms, and general retailers.
These three titled units contain a modern workplace with renovated fixtures throughout and a collaborative mix of open-concept and private offices.
Please contact: ebayko@yahoo.com
Lease: Parkside Place | 602 12 Ave SW, 5th Floor | 8,469 SF | 2023-06-19
Buyers
B#276 Seeking to Buy a Tax Practice or Book of Clients
Experienced Chartered Professional Accountant eager to grow our well-established cloud-based firm, emphasizing expertise in services such as review, compilation, corporate tax, personal tax, advisory, and other engagements.
Our firm is actively seeking opportunities to acquire practices with annual billings ranging up to $250,000 in Calgary and the surrounding regions, particularly those specializing in corporate and tax advisory services.
If you are a small practitioner considering the sale of your client portfolio or transitioning into retirement, please don't hesitate to reach out to us at vartika@vsatija.com. We'd welcome the opportunity to explore a potential collaboration.
B#275 We
are two experienced CPA’s looking to expand our firm to the next level.
We have a full-service firm providing assurance, tax and bookkeeping services. We are looking to purchase a book of clients with gross revenues from $25K - $300K in the Calgary & surrounding area.
We are very flexible and want to make the transition smooth to you and also your clients. We are also open to working with the retiring partner(s) for some time in order to have a smooth transition.
Please reach out via email johnschneider6978@gmail.com
B#274 Faber LLP and our sister firm Online Accountant LLP are looking to acquire an accounting practice in the Edmonton area.
Faber LLP is a full-service firm including a specialty In-Depth Tax Group with a full-time Tax Partner. We also have our very own separate virtual online compilation, bookkeeping and payroll accounting firm, Online B#274 Accountant LLP. We also, offer insolvency and trustee services through Faber Inc., Trustees in Bankruptcy.
We are a boutique and elite firm that believes in quality and offers tremendous value to our wide breadth of existing clientele.
We are also just as committed to our staff, many of whom have been with our firm for 15 years or more, and in-turn provide exceptional client service. With our large main office in West Edmonton and our virtual firm Online Accountant LLP, we serve clients from coast to coast.
We are the cutting edge of Public Accounting for small business. So, if you're interested in joining us or looking to leave your clients in good hands, email pjohnson@faberllp.com.
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 Are you a CPA or a bookkeeper wanting to downsize or retire?
Experienced CPA with my own firm wanting to purchase clients from a CPA or bookkeeper who wants to downsize their firm or retire in the near future.
I am open to taking even a small number of clients. I can pay up to 100% with repayment terms of 50% per year.
The clients could include a mix of bookkeeping, Compilations, Corporate, Personal, and Trust returns, or just bookkeeping clients.
If interested, please contact: wayne@waynekennedy.ca
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#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#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 16 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#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#103 Generational Opportunity
We are a well-established, mid-size, full-service CPA firm located east of Edmonton, looking to provide an energetic, experienced, service-oriented Chartered Professional Accountant with the opportunity to acquire a strategic ownership position in our firm.
We have been providing accounting, tax advisory, and other services to our clients for over sixty years, with a focus on offering owner-managers with tax planning solutions (reorganizations, estate planning, corporate tax planning). Gross annual revenue of $2.8M makes growth an option versus a necessity and provides the practitioner with the opportunity for a very rewarding and fulfilling career. Exceptionally located, our office provides easy access and ample parking for both clients and staff. The underlying real estate may become the subject of an eventual option-to-purchase or right-of-first refusal.
This is a very unique opportunity that will be carefully managed to ensure a seamless transition of ownership interest, for the benefit of the firm’s clients and employees. Vendor financing will be negotiable. Interested professionals: Please reply to CPA_Opportunity@protonmail.com and provide us with some information about yourself and your experience in public practice.