Location: Vermont, Burlington/State-wide

Listing #: 197-04898

Engagement: Buy-Side

Entity Description: CPA Practice

Client Description: Full Service (2) Locations, Large Independent CPA Firm. $50+ mm in annual gross revenues. TAX SERVICES: Tax Planning & Structuring, Tax Compliance and Reporting, Tax Representation & Controversy, Estate & Gift Tax Planning, State & Local Taxation, International Taxation, Employment Tax Consulting, ACCOUNTING SERVICES: Attest & Assurance, Employee Benefits Plan, Bookkeeping, CONSULTING SERVICES: Business Consulting & Advisory, Business Management, Digital Advisory Solutions, CARES Act/COVID-19 Advisory Services, Real Estate Work group, Mergers & Acquisitions Due Diligence, Financial Planning, Wealth Advisory Services, Royalty Compliance, FINOP Services

Seeking: CPA Firms Delivering Services to the CANNABIS Industry. Firms interested in selling client engagements or merging into a larger firm, grossing $1.5mm - $10mm. High interest in firms that pride  business tax, audits, yellow-book, commercial, nonprofit, public company audits, CFO consulting, bookkeeping & payroll.

Desired Transaction: Client Engagement Purchase and/or Merger.

Transaction Purpose: High priority:  Acquire Clients in the Cannabis industry 

Marcuson-Beck & Associates M&A Advisors, LLC “MBA” acts as a “Finder” only, MBA is not a licensed real estate broker, securities broker or licensed dealer.  MBA has no authority to enter into commitments on Client’s behalf, hold funds or securities in connection with financing, or any act which would require the Finder to become licensed as a real estate broker, securities broker or dealer.