$805,000 Business Acquisition Financing – CPA Firm – Mercer County, New Jersey

To facilitate the acquisition of a local CPA firm in Mercer County, New Jersey, Cascade Capital Advisors structured $805,000 in financing for the managing partner of an established accounting practice. Introduced through a trusted referral partner, the client’s primary objective was to close the transaction by mid-March under a tight timeline.

After meeting with the managing partner to review the transaction and evaluate financing strategies, Cascade Capital Advisors conducted a comprehensive financial analysis of both firms over the weekend and presented a structured lending solution. A detailed term sheet was secured from the lender within two days.

Through seamless collaboration among the client, lender, legal counsel, and title company, the transaction closed successfully and on schedule, positioning the firm for strategic growth and expanded market presence.