Thrive Group

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

The practice serves a diverse and loyal client base, consisting of individuals, small and mediumsize businesses, fiduciaries, and nonprofit organizations. As of the 2024 tax season, the returnpreparation volume includes approximately:? 300 Individual returns (Form 1040)? 70 S Corporations (Form 1120-S)? 23 Partnerships (Form 1065)? 11 C Corporations (Form 1120)? 12 Trust and Estate returns (Form 1041)? 22 Exempt Organizations (Form 990) ... 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

The Company is a CPA-led accounting and advisory firm focused exclusively on small business clients requiring ongoing financial guidance.Unlike traditional compliance-only firms, the Company utilizes a client-facing CFO model,where senior accountants serve as primary relationship managers supported by operational staff.? Small businesses (0–$10M revenue)? Long-term advisory relationships? Diversified industry mix? Strong engagement and retention characteristicsThe owner is seeking a structure similar to:? Sale of ~70% equity? Approximate valuation: $1.2M? Estimated investor purchase: $840K? Portion retained for reinvestment into firm growthThe owner intends to remain actively involved post-transaction. ... 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 $ 534,159 TTM ... 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

Firm Established in 1985. Retirement minded CPA. Gross Revenue - $697kAccounting1 Weekly Client - $11,96012 Monthly Clients - $56,0281 Quarterly Client - $2,400Income Tax Individuals - 457 - $279,598Businesses - 131- $186,750Other - 43 - $22,615Consulting - $21,126Payroll - $48,740 ... Less

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

Projected 2025 Gross Income - $160,000Accounting Clients19 Monthly Clients 11 Annual Clients Income Tax 15 1120/1120S3 1065 2 Other Retirement minded CPA ... Less