Legacy Accounting Advisors
The firm's founding partners are preparing for retirement and have decided that a strategic acquisition offers the best long-term solution for employees, clients, and future growth.
Established CPA Firm For Sale – $4.9 Million
Business Name
Legacy Accounting Advisors
Industry
Professional Services
Website
Address
Country: United States
Address Line 1: 880 Financial Center Drive
Address Line 2: Suite 700
City: Denver
State: Colorado
ZIP Code: 80202
Years in Business
27
Business For Sale
Business For Sale
Sales Price
$4,900,000
Describe Your Business
Legacy Accounting Advisors is a full-service Certified Public Accounting (CPA) and business advisory firm serving privately held businesses, entrepreneurs, commercial real estate investors, nonprofit organizations, and high-net-worth individuals throughout the Rocky Mountain region.
The firm provides recurring tax preparation, outsourced CFO services, bookkeeping, payroll administration, audit support, business valuation, succession planning, financial statement preparation, tax planning, IRS representation, and strategic business consulting. More than 80% of annual revenue is generated through recurring client engagements, creating stable cash flow and predictable earnings.
The practice has earned an outstanding reputation over nearly three decades through exceptional client retention, referral relationships with attorneys and financial advisors, and long-term partnerships with business owners across manufacturing, healthcare, construction, logistics, technology, professional services, and commercial real estate industries.
This represents an attractive opportunity for CPA firms, accounting groups, private equity firms, family offices, strategic buyers, wealth management firms, and entrepreneurs seeking an established business for sale with recurring revenue, experienced staff, scalable operations, and immediate cash flow.
Why Are You Selling?
The firm's founding partners are preparing for retirement and have decided that a strategic acquisition offers the best long-term solution for employees, clients, and future growth. Rather than pursuing an internal succession plan, ownership is seeking an experienced buyer capable of expanding the practice while maintaining the firm's reputation for personalized client service.
The owners are committed to supporting a smooth transition and are willing to remain involved during an agreed-upon transition period to ensure client retention and operational continuity.
The ideal buyer may include an established CPA firm pursuing geographic expansion, a regional accounting practice seeking acquisitions, a financial advisory firm adding tax capabilities, or investors pursuing professional services businesses with recurring revenue. Buyers utilizing SBA business acquisition financing, conventional commercial financing, or private investment capital are encouraged to inquire.
How Will the Funds be Used?
As this is a business acquisition opportunity, proceeds from the sale will primarily facilitate ownership transition and retirement planning for the current shareholders.
Prospective buyers may utilize financing for:
SBA business acquisition loans
Commercial acquisition financing
Conventional business loans
Seller financing (available for qualified buyers)
Private equity investment
Family office investment
Strategic acquisitions
Working capital following acquisition
Technology modernization and future expansion
Following acquisition, significant growth opportunities exist through advisory services, outsourced CFO offerings, AI-powered accounting automation, additional office locations, and strategic acquisitions of smaller accounting practices.
Annual Revenue
$5M–$10M
Timeline
90+ Days
Primary Contact
First Name: David
Last Name: Reynolds
Phone: (303) 555-6842
LinkedIn or Social Media
Notes
Client identities, tax records, financial statements, employee information, and detailed operating metrics have been withheld to maintain confidentiality. Qualified buyers may receive a Confidential Information Memorandum (CIM), financial statements, tax returns, and additional due diligence documentation after executing a mutually acceptable Non-Disclosure Agreement (NDA)