Thrive Group

Approximately 37 years of operating historyLocated in affluent Westwood, Massachusetts$451,406 of 2025 gross revenueApproximately 17% revenue growth from 2024 to 2025Approximately 752 individual and business tax clients367 individual tax clients44 business tax clients5 other tax-service clients9 annual accounting/compilation clientsAffluent and high-net-worth-oriented clienteleStrong recurring individual and business tax revenue$11,331 average annual fee for accounting/compilation clients$608 average individual tax fee$1,993 average business tax fee$752 average fee for other tax clientsTwo review engagementsOne full-time and one part-time employeeSeller is a CPA2 PT CPA's on staff along with OwnerAsking Price - $563,750Net - $121,000 ... Less

Established in 1972, this well-known Lenoir County, North Carolina CPA practice offers a strong opportunity to acquire a longstanding, locally established accounting business. The Firm generates approximately $482,000 in annual revenue and serves a diverse client base of approximately 1,000 individual tax clients and 200 business clients, along with additional accounting and tax relationships.The practice operates from a 2,400-square-foot stand-alone office.Retirement minded owner.This is an excellent opportunity for an individual CPA or established accounting firm seeking a proven book of business, an established local presence, and meaningful opportunities for future growth through expanded services and cross-selling. ... Less

Well established bookkeeping, payroll and tax preparation semi-virtual practice. Owner is looking for a compatible culture for staff and clients. 550 1040s and 70 entities generate $350,000 in revenue. 57 bookkeeping/payroll clients generate $183,000 in CAS revenue. The rest is miscellaneous/subscription/consulting income. Tech stack includes Ultratax, Practice CS, Sureprep, SafeSend, QBO, QBO and AccountantsWorld payroll hosted in a Righworks Premier Cloud. Owner is willing to stay on for a transition period or part time permanent remote. Except for the owner the rest of the staff is mid 50s, mid 30s and mid 20s ... Less

Established CPA Practice Serving Individuals & Small BusinessesAsking Price: $675,000 + Fixed AssetsThis well-established CPA practice has been serving individuals and small businesses for more than four decades and is now available due to the owners' planned retirement. The firm has built a strong reputation for providing high-quality tax, accounting, and consulting services while maintaining long-standing client relationships and consistent revenue.The practice serves approximately 930 individual tax clients and 40 business clients, creating a diverse and stable client base. Most business clients are closely held companies with fewer than 10 employees, providing a broad mix of clients without significant concentration risk.Services provided include:Individual income tax preparationBusiness tax preparationAccounting and write-up servicesFinancial statement preparationConsulting and advisory services for small businessesEstate ... Less

General description of clientele: Services focus on Bookkeeping, Payroll, SalesTax, and Income tax.18 FT staff. 7 PT staff.Complete NDA https://thrivefinancialgrp.com/listing/accounting-practice-for-sale-in-utah-county-ut/ and Buyer Profile on our website as next step - https://thrivefinancialgrp.com/buyer-profile/Other Information: Owner is completely removed from client work and focuseshis time on people development, recruiting, strategy, process management,technology, and HR. Seller is flexible about staying on to help run the business for ashort period of time and can commit to remaining for a year post close.Asking Price - $5,250,000 80% cash. 20% seller note tied to a one-year retention clause.Fill out NDA and provide completed Buyer Profile to learn more. https://thrivefinancialgrp.com/buyer-profile/ ... Less

Well-established accounting practice generating approximately $1.6M in annual revenue with a balanced mix of recurring bookkeeping and tax services.The firm serves 50 monthly bookkeeping/compilation clients ($770K), providing a stable recurring revenue base. Tax services include 428 individual tax clients ($333K) and 158 business tax clients ($311K), supplemented by smaller tax engagements and related work.Additional revenue streams include business filings, tax and payroll notices, and valuation services ($100K+), creating meaningful ancillary income and cross-sell opportunities. Overall, the practice is diversified across recurring monthly work, seasonal tax preparation, and advisory-style services, making it a well-rounded platform at the $1.6M revenue level.For more information, please visit https://thrivefinancialgrp.com/listing/accounting-practice-for-sale-in-northern-maryland/ and sign the NDA ... Less

Established CPA firm generating approximately $839K in annual revenue with a strong concentration of loyal small business clients. Practice offers a balanced mix of tax preparation, accounting, bookkeeping, and higher-value advisory services, creating recurring year-round revenue and strong client retention. Well-positioned opportunity for an individual practitioner or growing firm seeking profitable expansion, cross-selling potential, and an established small business client base. Seller willing to assist with a smooth transition. ... Less

Established Manhattan Accounting Practice - Strategic Acquisition OpportunityThis well-established accounting practice represents a premier acquisition opportunity in Manhattan's competitive professional services market. Operating with consistent profitability and a diversified client portfolio, the firm has demonstrated sustained growth and operational excellence.Financial Performance & Revenue Diversification:The practice generated $628,474 in total revenue for 2025, anchored by a robust mix of recurring services that ensure predictable cash flow. Individual tax preparation represents the largest revenue segment at $334,730 (53.3%), complemented by specialized expatriate tax services contributing $74,200 (11.8%). The firm's service portfolio includes business advisory ($49,323), partnership and corporate tax preparation ($90,378 combined), estate and trust services ($20,935), and various compliance offerings.Operational ... Less

Established tax-focused accounting practice available for acquisition with a retirement-minded owner seeking the right successor. In operation since 2019, the firm has built a solid client base centered primarily on recurring tax preparation and related services. The practice generates strong earnings with net profit of approximately $354,000 and is supported by two experienced staff members. Owner is committed to providing a reasonable transition period to help ensure client retention and a smooth handoff. ... Less

ESTABLISHED CPA-LED ACCOUNTING AND ADVISORY PRACTICEThis well-established accounting firm operates under CPA leadership, serving small business clients with comprehensive financial guidance and advisory services. The practice has developed a differentiated market position through its client-facing CFO model, distinguishing itself from traditional compliance-focused firms.BUSINESS MODEL AND SERVICE DELIVERYThe firm employs a strategic relationship management approach where senior accountants function as primary client advisors, supported by dedicated operational staff. This structure enables the delivery of ongoing financial guidance and advisory services beyond standard compliance work.TARGET MARKET AND CLIENT BASE• Primary focus: Small businesses with revenue ranging from $0-$10 million• Established long-term advisory relationships with strong client retention• Diversified industry portfolio reducing concentration risk• ... Less

Since its inception, the firm has maintained a steady and profitable client base, emphasizing high-quality tax compliance and advisory services for professional, business, and estate clients.Individual and business income tax preparation and planning.Estate and trust tax compliance. Partnership and S-corporation tax returnsC-corporation returns (limited base)Fiduciary and trustee services Business consulting and tax projectionsRelated compliance filings (1099s, personal property tax, etc.)Billing rates (2024):Partners: $235–$375/hrAccountants: $195/hrClerical: $115/hrAverage billable rate (2025): $249/hrClient Base;The firm’s clientele is primarily composed of:Mid-to-high-net-worth individuals — attorneys, physicians, architects, investment advisors, and executives (notably from Nike, Intel, and similar employers)Small and mid-size businesses — particularly professional service firms. Estates and trusts — ongoing fiduciary and ... Less

Client & Revenue ProfileAccounting & Bookkeeping:Monthly Clients: 10 | Avg Fee $2,300 | Total $23,000Income Tax:Individuals: 360 | Avg Fee $1,200 | Total $432,000Businesses: 82 | Avg Fee $3,000 | Total $225,000Other: 10 | Avg Fee $2,900 | Total $29,000Other Services:Advisory: $30,000IRS Resolution / Tax Catch-up: $100,000Total Gross Revenue: $840,000Client Demographics:50% small business owners (82 separate business filings)200 individual clients (professionals, retirees)Primarily Texas-based, with some out-of-state and international clients (Canada, Norway, Taiwan, Cayman Islands, Germany, Guatemala)Client Delivery:90% trained to use electronic document delivery (ShareFile) and e-signature (RightSignature)Remote staff work 3 out of 5 days per weekSDE - $367,400Asking Price - $1.2M ... Less

Looking to sell/merge with a larger CPA firm/platform. No individual buyers please.Firm Established in 2010. Owner willing to stay on. 3 staff.Client Mix -Accounting16 Monthly Clients - Avg Fee - $,1000 per month - Total $160,00020 Quarterly Clients - Avg Fee - $2,750 - Total $55,0008 Annual Clients - Avg Fee - $1,300 - Total - $10,400Income TaxIndividuals 235- Avg Fee- $1,000 - Total - $235,000Businesses 56 - Avg Fee - $1,900- Total -$106,000Other 19 - Avg Fee - $1,500- Total- $28,500Other - $25,000Asking price - TBD ... Less

Established in 1989. Retirement minded owner.25% Accounting. 75% Income Tax & OtherServe small to medium sized businesses and a few stand alone individual tax clients. ... Less

Clients are small to mid size businesses, many single member LLC S Corp. Industries are restaurants, health care, real estate andothers.CLIENT INFORMATION:Accounting, Bookkeeping, Compilations:Monthly Clients 36 Average Fee $ 5,277 Total $189,983Quarterly Clients 1 Average Fee $ 2,250 Total $ 2,250Annual Clients 392 Average Fee $ 872 Total $341,926Income Tax:Individuals 342 Average Fee $ 690 Total $236,026Businesses 120 Average Fee $ 2,192 Total $263,015Other 13 Average Fee $814 Total $10,585Audits, Reviews: NONE Other Services (Describe)Consulting -Total $ 24,532Total Gross Income $ 612,000 ... Less

Retirement minded owner. Firm established in 1993.Total gross income - $320,00023 Monthly Clients - Avg Fee - 176 - Total - $404809 Quarterly Clients - Avg Fee - $818 - Total - $736213 Annual Clients - $4877 - Total - $63400Income Tax570 Individuals - Avg Fee - $313 Total $17841041 Businesses - Avg Fee - $819 Total $339724 Other - Avg Fee $614 Total $2456Tax Planning - $10490 ... Less

Mix of small to medium sized businesses and individuals. ... Less