Barbara Agerton

- 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-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! This firm is an excellent opportunity for a buyer seeking to acquire a respected, community-rooted firm with a strong reputation and solid financial performance.Ideal Buyer:The ideal buyer will be a CPA with ... Less

-Cash flow exceeding $200,000-Located in a fast-growing area-Wait list of new clientsThis thriving hybrid CPA firm presents an exceptional opportunity for a buyer seeking both profitability and growth. Serving a diverse client base across industries nationwide, the practice offers a wide range of services that position it as a trusted advisor. Most clients prefer virtual interactions, appreciating the firm’s ability to relieve financial stress while providing high-quality, personalized service. With a strong reputation, steady referrals, and even a waiting list of new clients, demand is consistently on the rise. Strategically located in a fast-growing area and supported by capable, tech-savvy staff, the firm runs efficiently with cash flow exceeding $200,000. Combining flexibility, stability, and capacity for expansion, this opportunity is perfectly suited for a growth-minded buyer.Ideal Buyer:The ideal buyer will be a CPA ... 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 $450,000-Owner hours are only 1,500 per year-Desirable client base-Located near downtown HoustonThis well-established CPA firm operates on a value-based business model, enabling higher-than-average fees and strong profitability. Strategically located in a prime area near downtown Houston, the firm serves a diverse client base across a variety of industries such as food processing, real estate, automotive, software development, and service-based businesses. With cash flow consistently exceeding $450,000 and owner hours averaging just 1,500 annually, the practice delivers an attractive balance of income and lifestyle. The current owner is committed to supporting a smooth transition and is willing to remain on board to help introduce new clients, providing stability and growth opportunities for the buyer. This is a rare chance to acquire a profitable practice in a thriving market.Ideal Buyer:The ideal buyer ... 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

-Annual Gross Projections for 2025 are $800,000-Cash flow to owner September year-to-date is $319,000-Well established in the community for over 30 years-Strong staff and loyal clients-Owner willing to stay onThis well-established hybrid CPA firm offers personalized in-person service and flexible remote work options. All but one team member have remote capabilities and the team enjoys lots of flexibility in the off season. With a loyal, steadily growing client base and a reputation for responsiveness and quality, the firm is known for its comprehensive offerings, including audits, compilations, and attestation services. Annual fee increases and strong client retention contribute to reliable revenue, while the experienced, self-sufficient team thrives in a supportive, family-friendly environment. The owner is open to remaining involved post-sale, providing continuity and easing the transition for a new owner ready to build on ... Less

-Cash flow is approximately 40%-Great location within the 285 in Atlanta-Trusted reputation within the community for over 50 yearsThis well-established CPA firm has been a trusted presence in its community for over 50 years, earning a reputation for reliability and exceptional client service. The firm boasts a loyal and diverse client base, with most relationships spanning over 15 years. Located in a professional, high-growth area, the firm primarily serves small businesses and has embraced modern practices. This firm’s operations are 90% paperless and all audit work is conducted remotely. Roughly 10% of clients prefer in-person meetings which allows for efficient operations and flexibility. With strong client retention, streamlined systems, and impressive cash flow at approximately 40%, this firm offers a solid foundation and significant opportunities for continued growth under new ownership.Ideal Buyer:The ideal buyer will ... Less

-Cash flow at 65%-Owner hours 650 per year-Remote capabilities This well-established firm combines high-quality, cost-effective services with a personal touch, earning the trust and loyalty of long-term clients and staff alike. With minimal turnover and a collaborative culture, the team operates efficiently and independently. Cash flow to owner is an impressive 65% and owner hours are only 650 per year! Annual fee increases support steady revenue, and the firm offers flexibility with remote operations while maintaining a fun, balanced work environment. This firm is based out of a home office where staff and some clients still meet in person but could be transitioned fully to the cloud! With a list price approximately 2x cashflow to owner, this is a firm not to be missed. Ideal Buyer:The ideal buyer will bring expertise in multi-state taxation and possess strong tax return preparation and review skills. They should have the ... Less

-Owner hours only 1,300!-95% paperless-20% revenue increaseThis nearly 20-year-old bookkeeping firm presents an excellent opportunity for a buyer seeking a turnkey operation with a trusted reputation, a dedicated team, and a strong growth trajectory. With consistent revenue and a projected 20% increase for 2025, the firm delivers high-quality, easy-to-understand service that clients value. The experienced staff are collaborative, independent, and capable of managing day-to-day operations, allowing the owner to work 1,300 hours per year! This firm is ~95% paperless and equipped for remote work which creates a flexible, modern work environment. With additional capacity to grow, strong client relationships, and a streamlined digital workflow, this firm is poised for continued success.Ideal Buyer:The ideal buyer is either based locally or can travel to the office several times a week and brings a strong vision for the firm’s next ... Less

Highlights:• Cash flow over 70%!• Owner hours low at 1,250 per year!• 2 CPAs on staffThis top-performing virtual Accounting Firm uses a boutique, concierge-style approach to provide outstanding, relationship-driven service. Serving a small number of devoted customers, this firm provides all-inclusive accounting services that foster long-term relationships and trust. The firm combines strong technical capabilities with a client-first approach, supported by a committed and talented team that includes two CPA-certified contract employees. Owner hours average about 1,250 per year and cash flow to the owner exceeding 70%. This turnkey practice is a unique opportunity for buyers looking for excellent profits, low overhead, and a flexible, lifestyle-friendly operation because it has potential to develop and a scalable model currently in place.Ideal Buyer:The ideal buyer will have prior experience working for marketing communications ... 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

*purchase price pre-approved by lender*-Owner hours less than 1,800-Cash flow exceeding $300,000-Revenue growth of 13% from 2023-2024This is a rare opportunity to own a highly successful and well-established CPA firm with an incredible foundation of excellent client service with a focus on work-life balance. This two-partner firm has been carefully cultivated to require less than 1,800 owner hours per year for each partner, while boasting a strong cash flow of 60% (exceeding $300,000)! Despite operating locally, the firm has adopted a paperless workflow and is completely capable of working remotely. Clients come from a wide range of industries, including engineering, logging, and construction. The firm boasts great client retention and referrals due to its solid reputation for professionalism and dependability. This is an ideal chance for a buyer to acquire a well-oiled firm with strong cash flow, devoted clientele, and an ... Less

Highlights:-Less than 2,000 owner hours!-Over $297,000 cash flow-Fantastic client and staff tenure-CPA staff wants to remain with new owner-Flexible scheduleThis reputable CPA practice is well-known for its unrelenting dedication to resolving customer issues and putting their best interests first. By offering individualized, customized services, the company has built trust and enduring connections with its devoted clientele. This firm continues to be extremely productive and provides expert-level services while enjoying a laid-back office atmosphere. While the off-season permits the freedom of remote work, staff works on-site throughout tax season to guarantee seamless client interactions. The owner enjoys a flexible schedule that allows for a good work-life balance, which includes time for leisure activities such as a game of golf!This firm has amazing potential to continue growing and is well-positioned to do so. With owner ... Less

*Purchase price approved by lender*-Cashflow to owner consistently over 40%-Remote capability-All work papers scanned, pdfs-Consistent revenue growth-Recent billing rate increase of 10%This is a traditional firm with remote capabilities that has established a solid base for growth, as seen by a recent 10% billing rate increase that highlights its impressive revenue trend. Cashflow to owner is over 40%! This firm currently scans all workpapers, saves tax returns as pdfs, and has the capability to work remote.The team members are loyal and dedicated to providing the utmost quality service to their clients. The current owner has an open management style where staff are comfortable asking questions or for help but are not micromanaged day to day.At present, this firm is turning away potential work in order to stay focused on current clients. There is plenty of potential to grow this practice with excess capacity.Ideal Buyer:The ... Less