This is a partnership opportunity, not a full sale. The sellers are offering a 50% ownership interest now, with the buyer joining as a working partner. A structured, phased buyout of the three partners follows over time, leading to eventual 100% ownership. The structure, timeline, and terms are flexible and can be discussed directly with the sellers.
This is a well-established, CPA-owned accounting practice in Central Indiana, within convenient reach of the Indianapolis metropolitan area. The full-service tax practice is weighted toward higher-value corporate and individual work, with a separately managed bookkeeping division, serving a loyal, diversified client base. Client concentration is low: no single client represents a meaningful share of revenue. Three equity partners lead the firm, supported by an experienced, client-facing team. The practice operates fully in the cloud, so its owners and staff can work from anywhere.
Annual revenue reached approximately $3.93 million in the most recent year and has grown steadily each year, generated across corporate, individual, and specialty tax, tax advisory, a tracked bookkeeping division, and a smaller volume of compilations and reviews. Growth is almost entirely referral-driven: roughly 95 percent of new clients arrive through warm referrals from a deep network of financial advisors and satisfied clients, in a market where quality accountants are in short supply and demand outpaces the firm’s capacity. The sellers are committed to a smooth, well-supported transition and are open to a consulting arrangement that preserves continuity for clients and staff.