Laurens Ball

-Exceptional Reputation: Known for concierge-level service, rapid responsiveness, and deep client care.-Premium Fee Structure: With 82% focused on tax returns they command high fees due to premium services. Business return fee average is over $4,000 and personal is $2,000.-Operational Strength: Strong systems, remote-capable workflows, and a leadership structure that supports seamless daily operations.-High Net Worth & Stable Clients: The firm retained all clients after the retirement of a previous partner and continues to generate steady referrals.-Modernizing Infrastructure: Ongoing transition toward a fully paperless, virtual-ready environment.The owner is committed to remaining with the firm for 3–5 years, ensuring operational stability, knowledge transfer, and a seamless transition.This long-established San Fernando Valley CPA firm exemplifies concierge-level service, pairing decades of technical expertise with a deeply ... Less

• Modernized, higher-value practice: Personal return average over $1,000. Business returns average $1,600.• Excellent financial controls: A/R reduced from 60% to under 5% through ACH billing, deposits, and consistent policies. Financial controls are well documented.• Remote-ready systems: Firm is 85% paperless, with staff primarily operating remotely, except 1, and the owner is fully remote.• Strong culture and staffing: Team embraces “extreme ownership,” technical accuracy, and transparent communication; staff are enthusiastic about the firm’s new direction. The remote model allows you to have solid staff despite the shortage of local accountants. • Expand services with existing: Opportunity to expand accounting services, add payroll services, and offer more advisory offerings that current clients desire. • New clients: There is a gap in the local market. There business owners in the city looking for firms that provide ... Less

Key Strengths & Opportunities? Strong Financial Performance: $2.5M projected 2025 revenue with steady 10%+ annual fee increases.? Leadership Continuity: Two junior partners staying post-sale ensure smooth transition and client confidence. Over 20 employees with several CPAs and EAs. ? High-Value Client Base: Focused on real estate investors and business clients; reduced low-margin individual returns.? Scalable Team Structure: A Combination of skilled local staff and cost-effective offshore support drives profitability.? Expansion Potential: Opportunity to add financial planning, advisory, and marketing initiatives for accelerated growth.This established Los Angeles area CPA firm has achieved 24% year-over-year growth and built a strong reputation for delivering high-level technical expertise, proactive client service, and steady profitability. Operating from two offices in affluent markets, the firm is powered by a highly ... Less

-Cash Flow is close to over 650,000 in 2024 and projected around 800,000. -Owner hours are 400!-Proven Growth: 27% annual average growth and consistent fee increase twice yearly.-Exceptional Team: Loyal, well-trained offshore staff manage all client operations independently.-High fees: Business tax packages around $6,800.This long-established, fully virtual CAAS firm projects $1.45M in 2025 revenue and an exceptional cash flow between 40-60% to the owner, with minimal owner hours (<400 per year). The firm's services include 53% business tax, 36% bookkeeping, and 12% tax planning (which has increasing demand). Serving marketing, e-commerce, real estate, and professional-services clients nationwide, the firm enjoys an average annual growth rate of 25%. The team is highly independent—largely offshore, loyal, and expertly trained—managing the full client lifecycle through seamless systems. The firm’s twice-yearly automatic fee ... Less

Key Strengths & Opportunities--High Average Fees – Controller + Bookkeeping average fee is over $60,000 and Bookkeeping is over $18,000 annually--High-Quality Team: Experienced, credentialed staff led by a Big-4-trained Director of Operations; all employees under non-competes.--Recurring Revenue Model: 95%+ predictable monthly income with automated billing and zero accounts receivable.--Turnkey Systems: Fully documented workflows, advanced cloud tools (QBO, Keeper, FinOptimal, Ignition), and seamless remote operations.--Expansion Potential: Ideal bolt-on for firms offering tax or financial services seeking to add CFO/advisory capabilities.This fully virtual, cloud-based CFO advisory firm has combined operational excellence, a highly autonomous team, and strong recurring revenue. With projected $1.2M in 2025 revenue and 33–45% cash flow to owner, the firm delivers outsourced CFO and controller services to businesses with ... Less

? Strong Financials: $2.1M projected 2025 revenue; 3-year average growth of 18% per year; cash flow to owner 45-50%.? Real-Estate Niche: Deep relationships with developers, contractors, and investors; demand for ongoing tax strategy and financial-advisory support.? Elite Team & Culture: Credentialed, client-facing staff with long tenure, profit-linked bonuses (~1/3 of managed revenue), and EOS-based collaboration.? Operational Excellence: Engagement letter model, value pricing, and ACH billing eliminate A/R and maintain strong margins.? Scalable Platform: Modern tech stack, streamlined workflows, and leadership structure ideal for integration into a larger firm or investor platform.This is a rare opportunity to acquire 70–100% equity in a firm with institutional-level systems and untapped growth potential. The owner is seeking a larger platform or strategic partner to continue scaling. This practice is ideal for a family ... Less

-Cash flow last year was over $550,000, and 2025 is projected to hit over $650,000-Value billing-Located in a high-growth area-Audit average fees are $40,000-2024 was $1,020,958 and 2025 Projection is $1,200,000This established CPA firm has built a strong reputation in the community for over 30 years and is strategically located in a fast-growing area with minimal competition. New client inquiries arrive daily, fueling a diverse and expanding client base across various industries, including manufacturing, medical management, and non-profit organizations. Service offerings are well-balanced, with 40% audit, 38% tax, 18% bookkeeping & payroll, and 4% other services. With an impressive 60% cash flow margin, the firm combines operational efficiency with outstanding profitability. This is a rare opportunity to acquire a highly respected practice in a booming market, offering immediate stability and significant potential for ... Less

-There are over 5 CPAs on staff-Cashflow averaging $750,000 a year-Half of the staff have been with the firm for over 12 years and have extensive /highly specialized tax expertise-High Fees – Business tax (includes some advisory) is $4,700 and personal tax is $1,400. Tax services make up 74% and other, estate, bookkeeping, and compilations the remainder.-Owner is open to staying on for the right buyer situationThis well-established CPA firm enjoys a loyal, long-term staff and client base, with a particular strength in real estate clients. The real strength of this firm lies in its exceptional staff, which will provide an incoming owner with rare operational stability. This team is not only productive but deeply invested in client success and firm continuity. The team culture is one of trust, independence, and professionalism—employees are supported with flexibility, full benefits, and ongoing education. A buyer looking for a ... Less

• Young, energetic owner committed to staying 10+ years to run and grow the firm.• Selling 70–100% equity, with plans to offer key employees an ownership stake.• 3+ CPAs on staff and over 20 employees.• High-net-worth clients with strong loyalty and consistent referrals.• 78% of services tied to business clients.This firm is seeking a buyer to purchase between 70–100% equity and continue scaling in South Carolina alongside the young owner. Services are comprised of 78% business services—including tax, bookkeeping, and advisory—and 22% personal tax.The foundation is built for scale: standardized workflows, advanced cloud-based systems, and a team capable of operating with minimal supervision. Revenue is diversified across tax, compliance, and advisory engagements, with premium pricing supported by long-term client relationships and consistent referral sources. The current structure already supports 48% revenue margins in early ... Less

-Owner is open to a consulting role or exiting. Owner is open to keeping equity with the right buyer.-All Value Billing, with billing taken upfront. No AR!-This firm is known for its fantastic quality of work in the audit sector and among pre-IPO platforms.-Cashflow for 2025 is projected to exceed $500,000.-Owner hours are only 1,200This fully virtual firm offers a rare opportunity with low owner hours—averaging just 1,200 per year—and outstanding cash flow exceeding 50%! The firm benefits from strong, reliable referral partners who consistently bring in new clients. It offers specialized niche tax, audit, and review services with very little competition, providing a strong market position and continued demand. This firm is mostly focused on small to medium-sized businesses, many of which are pre-IPO, across a range of industries. There is approximately 20% capacity for new clients, allowing room for growth, and the firm ... Less

-This firm offers a healthy mix of services with phenomenal average fees of $3,722 for personal tax returns and $7,500 for business returns. -This firm is well-staffed with over 7+ employees and 3 CPAs -Cash flow can be improved with simple price increasesEstablished for over 30 years, this CPA firm boasts a loyal client base. Many clients have been with the practice for decades, drawn by the high-quality work and strong client service. The firm has deep expertise in tax compliance, including about 25% of clients with foreign ties (EX: ownership interest in foreign businesses and/or foreign assets and income). The highly credentialed and experienced staff are the jewel of this firm! The tenured staff genuinely enjoy their work and thrive in the firm’s family-like environment. This positive culture contributes to high retention and a motivated team committed to delivering excellent service.Clients come from a variety of ... Less

-Cash flow was $656,000 in 2024-Experienced leadership team and highly skilled staff-20% additional capacity available (CAS and Tax) with the current team for easy growth-Premium pricing model—Bookkeeping average fee of $17,932-Strong client retention with a carefully curated client base-CAS services at 66% and tax services at 23% and 11% otherEstablished for over 15 years, this CAS and CPA firm is supported by a dedicated, long-term staff known for their reliability and deep industry expertise. This firm maintains strong cash flow, with services that include 66% bookkeeping, 23% tax, and 11% other. A key strength is its highly automated workflow system, which drives efficiency, ensures thorough documentation, and reflects a core philosophy of streamlining every process! The client portfolio has been strategically refined to maximize revenue, ensure strong client relationships, and foster an enjoyable, rewarding work-life ... Less

-CAAS services are billed on a recurring fixed fee basis with a packaged structure-50% Cashflow -Average CAAS fees are $3,500, and business tax is $1900-Several remote employees, with only 1 going into a small executive work space (this employee would prefer to be remote).-Established systems in place – this firm is a leader in technology and processesClients are startups, high-growth, or mature companies from a range of industries, including construction, manufacturing, law, real estate, etc. This is a full-service firm focused on serving business clients. Services include 32% CAAS services, 37% business tax, and 30% personal tax with 36% of personal returns related to a business return. This CAAS and tax firm features turn-key systems designed to track workflow and support a healthy work-life balance efficiently. Operations are largely streamlined, with one employee handling in-office tasks such as scanning and receiving ... Less

-Owner hours less than 1,800-Cash flow averaging $500,000-Deep institutional knowledge is held by a thoughtfully selected and tenured team. Many staff members have been with the firm for over 20 years and are in their early 50s. Several CPAs and EAs-Revenue growth of 13% from 2023-2024-High fees with corporate returns averaging $2,800This is a great opportunity to acquire a CPA firm with nearly five decades of experience and community presence in the thriving Charlotte Metro Area. Specializing in business clients, the firm’s revenue mix is 69% business returns with an average fee of $2,800and 30% personal returns; the majority of which are tied to a business. This is a highly successful firm with an incredible foundation of excellent client service, strong team dynamics, and a focus on work-life balance. It is known for its deeply personal approach to client service, exceptional staff tenure, and consistent ... Less