First, a note from our President and Founder:

"This tax season was one for the books. You deserve a break from all the issues the IRS backlog caused and last-minute guidance around complex forms.

Join me in Las Vegas, July 25-28, for a can’t-miss event you won’t find anywhere else –NATP’s Taxposium. This four-day event is the premier event for tax pros to connect with ideas, insights, and each other.

Be sure to stop by for my presentation titled, Selling Your Tax and Accounting Practice for Top Dollar: Preparing, Planning, and Implementing a Profitable Exit Strategy.

In addition to education, you’ll enjoy multiple social networking opportunities built into the schedule, including a two-hour welcome reception. Plus, it’s Las Vegas – there’s always something to do. See you there!"

- Justin Farmer, Esq., CBI

President & Founder of Private Practice Transitions

"Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do."

- Steve Jobs

Meet Amy

FEATURED BLOG:

The Changing Landscape of Third-Party Administrators (TPAs) 

Third-Party Administrators are organizations responsible for managing all aspects of your employees’ retirement plans. TPAs design retirement documents in addition to preparing both employee and employer statements. Furthermore, TPAs ensure that the retirement plan complies with the Internal Revenue Service (IRS) non-discrimination retirements. This organization goes the extra mile to prepare annual reports and returns required by DOL, IRS, or other government agencies.  

Currently, the TPA is undergoing a tremendous change as explained in our newest blog, The Changing Landscape of Third-Party Administrators (TPAs). 

Listing 1207

Over the past 28+ years, this King County practice has offered business advisory, controllership, taxation, and bookkeeping services to countless clients. As of June 2022, there are approximately 330+ active clients and more than 400 in the Practice’s database. The Practice’s success can largely be attributed to its established name and loyal clients who have grown to trust the services it provides. Additionally, the Practice has nine (9) staff known for providing the highest level of service to their clients. The Practice’s service by revenue breakdown is 33% Controller Services / High-Level Bookkeeping, 29% Advisory / CFO / Project Work, 23% Tax and 14% Bookkeeping. In 2021 the Practice brought in an impressive $1,373,173 in gross receipts which was a 12.6% YoY increase!

Listing 1203

Established back in 1997, this Western Washington insurance defense firm has a service by revenue breakdown of 88% Insurance Defense, 8% Miscellaneous Civil Litigation, and 4% Estate Planning. The Firm is known for its longevity of practice, quality of work, responsiveness, and overall excellence. For the past three (3) years, the Practice has averaged impressive gross revenues of ~$721,661 (2019-2021). In total, the Firm employs three (3) staff members including the Owner, who is willing to provide transition assistance and help with goodwill transfer, business development, and other “mentoring” functions for up to one (1) year. Don't miss out on this great opportunity, reach out to us today! 

Listing 1201

Established in 2014, this thriving intellectual property law firm specializes in patents and trademarks. As of May 2022, the Practice has ~548 active clients, approximately 2,000 clients in the Practice’s database, and a large social media following. The Practice’s service by revenue breakdown is 85% Patent Law, and 15% Trademark Law. In 2021, the Practice brought in gross receipts of $2,485,533 which was a YoY increase of 30% from 2020. In total, the Practice employs six (6) staff, including the Owner, and contracts with nine (9) independent contractors. The Owner is willing to provide transition assistance and help with goodwill transfer, business development, and other “mentoring”. The Practice is entirely virtual, making it a great opportunity for a new Owner. To take advantage of this exciting listing, contact us today!

Listing 1200

For over 17+ years, this physical therapy practice has offered a wide range of therapy services to numerous clients. The Practice offers a number of services such as Therapies, Conditions, Pediatrics, Sports Medicine, Dry Needling, and Telehealth. The Practice’s success can be attributed to the Practice’s high level of care, personalized attention, and sense of community established with each patient. As of May 2022, the Practice has ~726 active clients with a total of almost 7,000 clients in the Practice’s database. The Practice has been in Rhode Island since its inception (17 years), and in Connecticut for six (6) years. The Practice currently employs twelve (12) individuals including the Owner who is willing to provide transition assistance and help with goodwill transfer, business development, and other “mentoring” functions for an agreed-upon period up to one (1) to two (2) years. This listing won't last long - call us today! 

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