Ideal acquisition for an established CPA firm or strategic accounting platform with 6,000+ Recurring Clients | Seller Retiring | Minimum Cash Offer Accepted: $1,550,000.
OVERVIEW
This exceptional opportunity features a well-established tax and accounting practice in Southern California, serving a diverse portfolio of over 6,000 recurring individual and business clients. Built over twenty years, the firm has cultivated an outstanding reputation for superior client service, resulting in exceptional retention rates and highly predictable annual revenue. A significant portion of this client base is employed within the federal government, providing a uniquely stable and recurring foundation for future operations. The retiring owner is fully committed to facilitating a smooth transition, ensuring continued success for both clients and staff.
INVESTMENT HIGHLIGHTS
- SoCal Location near federal agency hubs
- Over 6,000 recurring clients anchored by federal employees
- Exceptional 84.5% SDE Margin
- $3.44M 2027 booked revenue & $3.625M 2026 pro forma
- 25year brand history with experienced staff handling prep
TRANSACTION TERMS
- Transaction must close in 2026
- Proof of funds is required prior to the release of confidential information.
- Executed strictly as Asset Purchase Agreement for risk isolation
- No offers below $1,550,000 cash will be considered.
- Serious inquiries only.
