Barbara Agerton

-One CPA partner willing to stay on to run daily operations-Strong local reputation-Nearly 100% paperless with efficient systems-Young, productive team with low turnover-Annual fee increases already in place This CPA firm has built a strong local reputation in bookkeeping, tax prep, and attest work, all delivered with a genuine client-first approach. The client base is diverse, including non-profits, manufacturing, and other small businesses and individuals. The office is nearly 100% paperless, and the systems are efficient and scalable. Annual fee increases are already in place, which provides predictable revenue growth. One CPA partner is willing to stay on for the right buyer and can handle day-to-day operations, allowing for flexible ownership involvement.What really stands out is the culture. The team is young, highly productive, and genuinely engaged in their work. Leadership focuses on mentorship and professional ... Less

-Exceptional team: 3 CPAs, most staff 10-37 years tenure-Cash flow exceeding 40%-60+ years of established community reputationEstablished more than 60 years ago, this well-respected CPA firm offers a rare opportunity to acquire a practice with deep community roots, exceptional client service, and long-tenured staff. Serving a diverse client base, the firm has maintained steady, sustainable growth through a disciplined and selective approach to client acquisition that preserves its strong office culture. Stability is a defining feature of the practice, with most team members having been with the firm for over a decade, contributing to consistent service delivery and institutional knowledge. The four owners each work approximately 1,600 hours annually, and the firm generates cash flow margins exceeding 40%, supported by annual fee increases and efficient operations that are now 90% paperless. For continuity and ease of ... Less

-90% cash flow to owner!-2026 projected revenue exceeding $750,000-Majority is recurring monthly revenue-High growth Medical NicheThis virtual CPA firm specializes in serving medical professionals and generates exceptional cash flow of over 90% to the owner ($640,000 in 2025). Projected revenue of $750,000+ in 2026. The practice is built on a foundation of recurring monthly bookkeeping services, with associated business and personal tax preparation creating additional revenue streams. The client base focuses primarily on medical practices including clinics and anesthesiologists, a high-growth niche with strong expansion potential. The owner strategically reviews fees annually on a client-by-client basis and has deliberately curated the client roster to maintain a proactive service model, creating capacity for growth without overextension.The firm’s client base consists primarily of young professionals at the early stages of ... Less

-Purchase price approved by lender-Buyer could be remote-100% paperless office-Located is a great area near downtown San Antonio-Cashflow to owner is 45%Located in a sought-after area, this well-established firm provides exceptional service for complex client needs across a wide range of industries, including construction, medical, and service. Known for truly taking care of its clients, the practice continues to grow steadily through new engagements and long-standing relationships. With over 40 years of experience in both practice and teaching, the current owner has built a reputation for deep expertise and has equipped the staff with valuable knowledge and guidance. The firm is fully paperless with clear, well-documented processes, ensuring a smooth transition for a new owner.Only about 25% of clients opt for in-person visits, offering strong remote-work capability and flexibility for the buyer. This is a rare opportunity to ... Less

- purchase price pre-approved by lender-2024 cash flow $665,000-Strong projections-Owner is willing to stay on -Located in Tampa/Orlando areaThis well-established firm located in the Tampa/Orlando area, is known for its outstanding reputation, long-term client relationships, and exceptional service quality. The practice serves a diverse range of industries while maintaining a selective approach to onboarding, resulting in a strong base of high-net-worth clients. With cash flow exceeding 45% ($665,000 in 2024) and the current owner wanting to remain employed, the firm offers both stability and growth potential in a thriving market.The ideal candidate will have 5–10 years of tax experience and a strong track record of maintaining high-quality client service. They should understand and respect the firm’s established culture and foundation while bringing the vision and experience to grow it. They should ideally have prior ... Less

-Owner hours less than 2,000-Strong niche in TV and film production-Fully staffed leaving the owner to focus on growthThis fully virtual accounting firm has established a strong niche serving clients in the rapidly evolving TV and film production industry while expanding into the growing world of content creators, podcasters, and YouTubers. Designed for scalability, the firm is supported by a network of highly skilled CFO-level contractors ready to provide fractional CFO services, along with a full team in place to seamlessly manage client work. This frees the owner to focus on business development and growth. With streamlined systems, a pool of experienced production accountants, and deep industry connections, the firm is well-positioned to expand its reach. Serving clients and employing staff nationwide, the practice operates with a forward-thinking, innovative culture that prioritizes continuous improvement in client ... Less

-Cash flow to owners at $396,000-2025 projected at $1.1 million-both partners willing to stay on after closing-Fully staffedLocated in a highly desirable area of the West Denver Metro, this well-established two-partner firm serves a loyal client base that spans a variety of industries, including high-net-worth individuals. Renowned for its deep expertise in tax, the firm has cultivated long-term client relationships built on trust, flexibility, and personalized service. Many clients continue to value in-person interactions and traditional document drop-offs, reflecting the firm’s approachable and accommodating style. With 2024 cash flow exceeding 40% ($396,000), the practice offers both profitability and stability, presenting a projected 2025 revenue at $1.1 million! With both partners willing to stay on after closing, this firm is an excellent opportunity for a buyer seeking to acquire a respected, community-rooted firm with ... Less

-Owner hours less than 2,000-Cash flow approximately 50%-Staff has capacity for new workThis well-established firm is built on long-term client relationships and a highly personalized, concierge-style approach to service. The client base is diverse, spanning industries such as construction, real estate, and restaurants. Clients value the open-door policy of this firm, often choosing to drop off and pick up documents at the office. The experienced staff is capable, client-facing, and has the capacity to support additional work. With the owner working fewer than 2,000 hours annually and cash flow around 40%, the practice delivers both operational efficiency and consistent profitability. This makes it an excellent opportunity for a buyer looking to step into a trusted, well-run firm.Ideal Buyer:This CPA firm offers strong growth potential for a buyer ready to invest in strategic marketing and community engagement. With a solid ... Less

-Owner hours less than 2,000-Cash flow approximately 50%-Staff has capacity for new workThis well-established firm is built on long-term client relationships and a highly personalized, concierge-style approach to service. The client base is diverse, spanning industries such as construction, real estate, and restaurants. Clients value the open-door policy of this firm, often choosing to drop off and pick up documents at the office. The experienced staff is capable, client-facing, and has the capacity to support additional work. With the owner working fewer than 2,000 hours annually and cash flow around 40%, the practice delivers both operational efficiency and consistent profitability. This makes it an excellent opportunity for a buyer looking to step into a trusted, well-run firm.Ideal Buyer:This CPA firm offers strong growth potential for a buyer ready to invest in strategic marketing and community engagement. With a solid ... Less

-Cash flow exceeding 90%-Owner hours approx. 1,500 per year-Premium average feesThis well-curated book of business presents a rare opportunity for a buyer seeking exceptional profitability and a seamless transition. The client base has been carefully selected to align with the firm’s culture. It is comprised of appreciative, long-term clients who value individualized attention and are willing to pay a premium for high-quality service. The firm serves a diverse range of industries, including construction, manufacturing, distribution, and service-based businesses. With outstanding cash flow exceeding 90% and low owner hours at approximately 1,500 per year, this practice offers both flexibility and unmatched financial performance. Ideal for a buyer looking to step into a streamlined, high-return operation.Ideal Buyer:The ideal buyer will be responsive and easygoing, maintaining the approachable, supportive atmosphere that clients ... Less

• $828,120 revenue (2025) with $266,000 cash flow to owner • 30+ years serving the community • High-net-worth client base with strong retention • Qualified, self-motivated team in place • Owner willing to stay part-time for transition support • Consistent annual fee increases driving reliable revenue growthThis established hybrid CPA firm serves a diverse and growing base of high-net-worth clients through personalized, in-person service. The firm's commitment to responsiveness and client satisfaction has built long-term relationships and an outstanding reputation in the community. Services include bookkeeping, tax preparation, and select audit engagements, delivered by a qualified and self-motivated team.The practice has achieved consistent annual fee increases, reflecting strong client loyalty and solid market positioning. These systematic increases, combined with exceptional client retention, contribute to reliable revenue ... Less

• Price reduced, motivated seller!• Owner hours only 1,800!• Fee increases will add $60,000 in 2026.• Signed Engagement Agreements.• Seller willing to stay on part time.• Room to onboard new clients. Price reduced, and motivated seller for this well-established CPA firm for sale just outside Fayetteville, North Carolina. The firm features a loyal client base and a team of experienced, independent professionals known for their reliability and dedication. Located in a high-growth area, the firm has demonstrated steady year-over-year revenue growth, backed by a reputation for consistent, high-quality service. Recent fee increases will add $30,000 to cash flow in 2025. Staffed by long-tenured employees who excel in all areas of accounting and tax, the firm maintains high client satisfaction and has room to onboard new clients. The current owner works just 1,800 hours per year!Ideal Buyer:The ideal buyer would be a CPA with ... Less

This well-established book of business is now available! Although these clients come from a variety of industries, there are concentrations in contract labor, financial holdings, and agriculture. Requiring no audit work, the book of business offers a wide range of services, including business tax, personal tax and some estate planning. Clients are especially devoted to this firm because they value the seller’s extensive knowledge of estate matters and tax services pertaining to agriculture. This is a unique chance to purchase a very successful and loyal book of business, with an impressive cash flow to the owner of over 55%.Highlights:-Cash flow over 55%-No audit work-Consistent revenue from loyal clientsIdeal Buyer:The ideal buyer will be attentive, client-focused, and dedicated to offering outstanding service. Someone who appreciates developing sincere relationships with clients and is committed to comprehending and ... Less

Highlights:-Purchase price pre-approved by lender-$275,000+ cash flow with fewer than 2,000 owner hours annually -57% of clients with the firm 13+ years - exceptional retention -Loyal CPA contractor of 26 years wants to remain with new owner -Flexible schedule with remote work in the off-seasonEstablished in 1990, this Greensboro CPA firm has built its reputation the old-fashioned way: by genuinely looking out for clients and taking the time to understand their needs. The practice is known for personalized service and strong relationships, with 57% of clients having been with the firm for 10 years or more. The client base is well-diversified across real estate, construction, retail, food service, and health industries, with a strong niche in real estate that a knowledgeable buyer can leverage and grow.The practice runs efficiently with the owner working fewer than 2,000 hours annually and generating $275,000 in cash flow. A ... Less