Merger Opportunities
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RETIRE WITH DIGNITY

RETIRE WITH DIGNITY – Why Consider selling your Practice to HD Davis CPAs
In the last 5 years HD Davis CPAs has successfully purchased 8 retiring CPA / bookkeeping tax practices with varying revenue from $60,000 to $320,000. Our goal is to purchase your practice assigning a qualified manger with an equity interest in the new firm. We make this profitable by implementing our centralized software and staff sharing systems to continue to run and grow your practice.

REASONS TO CALL HD DAVIS WHEN CONSIDERING SELLING YOUR PRACTICE

1) Quality Client Service – Our staff has transitioned 8 other firms retaining over 93% of all clients. You can be sure once you have sold that HD Davis CPAs will service even your most demanding clients without requiring your involvement at a similar fee scale.
2) Up front money – HD Davis CPAs will pay significant up front money based on a fair price for your practice based on our standardized business valuation. This is the same valuation methods you have been using for your clients for years.
3) No Brokerage Fees – HD Davis CPAs will buy your firm without brokers and continue your firm usually from your current location.
4) Optional Continued Involvement – HD Davis will allow seller to continue working at a set hourly rate for as long and as much time as seller desires. You can continue full-time, part-time, only during tax season or not at all.
5) Experience – We focus on smaller firms like yours in smaller urban and rural settings. We don’t need to convince you. Call all of our past sellers (some retired, some still working) and will tell their experience. That will convince you.

BECOME A MANAGING PARTNER

BECOME A MANAGING PARTNER – Why Consider Becoming an Equity Owner at HD Davis CPAs
In the last 5 years HD Davis CPAs has successfully purchased 8 retiring CPA / bookkeeping tax practices with varying revenue from $60,000 to $320,000. Our goal is to purchase a retiring practitioner in your area and place you as the new equity owner / managing partner to run the practice. We make this profitable by implementing our centralized software sharing technology to continue to run and grow your practice.

REASONS TO CALL HD DAVIS WHEN CONSIDERING STARTING YOUR OWN FIRM
1) Quality Client Service – When you become and equity owner with HD Davis CPAs you can be sure that our standardized systems and trained staff will result in quality service for your new and existing clients.
2) We Contribute the Capital – We (your new equity partners) will contribute the up-front capital needed and fund cash flow until the practice is profitable while you are receiving a reasonable compensation comparable to your existing income.
3) Centralized Shared Technology and Staffing – Our shared services consists of

CENTRALIZED
a) Income Tax (UltraTax), Microsoft and other needed office software
b) Appointment and telephone receptionist with Voice over Internet Protocol System
c) Billings – With your final input as to billing adjustments.
d) Staffing – We have trained Audit, Payroll, Income Tax Prep, QuickBooks and Peachtree bookkeepers, ready to step in to free you up to grow your firm and focus on priority projects. Your new firm will only pay staff for per billable hour on your clients. Your decision to use centralized staff is your choice which directly reflects on your final compensation.
e) Training – We will train you and your staff so that all HD Davis CPAs offices can efficiently service your clients in a professional systemized efficient manner.
f) Trained IT staff – We have qualified full-time IT staff who exclusively works on long-term and aggravating IT issues which might occur both in your new office and to your clients.
g) Third Party QuickBooks technology – Our systemized approach to bookkeeping includes third party venders to extend the efficiency of using QuickBooks way beyond normal usage. We have also developed several third party solutions in-house.
h) Business Coaching – John Deagan, former CEO of PBCA (Professional Business Coaches Association) is an active full time equity partner and is ready to help your clients and your own practice to grow.
4) Marketing and Advertising help and materials.
5) Really? You need #5 after reading that #1 through #4? We get that this is huge leap of faith (for both of us) in your career. Give us a call and we will give you all the information and data so you can make an informed educated decision.

WE WANT TO BE YOUR PARTNER

WE WANT TO BE YOUR PARTNER
HD Davis, CPAs wants to be your accounting centralized service provider partner. For a minimum fee and / or an equity position in your firm we will provide your firm…
Centralized Shared Technology and Staffing – Our shared services consists of

CENTRALIZED
a) Income Tax (UltraTax), Microsoft and other needed office software
b) Appointment and telephone receptionist with Voice over Internet Protocol System
c) Billings – With your final input as to billing adjustments.
d) Staffing – We have trained Audit, Payroll, Income Tax Prep, QuickBooks and Peachtree bookkeepers, ready to step in to free you up to grow your firm and focus on priority projects. Your new firm will only pay staff for per billable hour on your clients. Your decision to use centralized staff is your choice which directly reflects on your final compensation.
e) Training – We will train you and your staff so that all HD Davis CPAs offices can efficiently service your clients in a professional systemized efficient manner.
e) Trained IT staff – We have qualified full-time IT staff who exclusively works on long-term and aggravating IT issues which might occur both in your new office and to your clients.
f) Third Party QuickBooks technology – Our systemized approach to bookkeeping includes third party venders to extend the efficiency of using QuickBooks way beyond normal usage. We have also developed several third party solutions in-house.
g) Business Coaching – John Deagan, former CEO of PBCA (Professional Business Coaches Association) is an active full time equity partner and is ready to help your clients and your own practice to grow.
h) Marketing and Advertising help and materials.

PARTNERS FOR GROWTH
In addition to the all the above services HD Davis CPAs will create a growth plan to grow your business. Recent new firm in Geauga, OH went from $120 k to #210 in ONE YEAR! We will also look to purchase local retiring small firms to merge into you existing firm.