Established full-service accounting and tax practice with approximately 800 total clients, including approximately 650 active clients, generating approximately $365,000 in annual gross revenue.
The practice provides a diversified range of accounting, tax, payroll, and business services, creating multiple opportunities for recurring client relationships and additional revenue growth.
Services Offered
• Personal income tax preparation
• Business tax preparation
• Full-service accounting
• Bookkeeping
• Payroll services
• Business formation
• Registered-agent services
• Ongoing accounting and business support
Financial & Operating Highlights
• Asking Price: $275,000
• Annual Gross Revenue: Approximately $365,000
• Total Client Base: Approximately 800
• Active Clients: Approximately 650
• Office Rent: $2,700 per month
• Established operating systems, client relationships, and service infrastructure
• Diversified revenue across tax, accounting, bookkeeping, payroll, and business services
Excellent Acquisition Opportunity
This is an attractive opportunity for an accountant, CPA, tax professional, or existing accounting firm looking to acquire an established client base rather than build one from the ground up.
A buyer can immediately take over an established practice with approximately 650 active clients and multiple service lines. There is also potential to increase revenue by expanding services to existing clients and utilizing the buyer's own professional expertise and resources.
The practice's combination of tax, accounting, bookkeeping, payroll, business formation, and registered-agent services provides a strong platform for continued growth.
Transition Assistance
The current owner is committed to a smooth transition and is willing to remain involved through the upcoming tax season to assist with client introductions, workflow transition, and retention.
The goal is to provide the buyer with sufficient time to become familiar with the practice and maintain continuity with existing clients.
Ideal Buyer
This opportunity would be particularly well suited for:
• CPA or accounting professional
• Tax professional
• Existing accounting or CPA firm
• Bookkeeping or payroll company looking to expand
• Entrepreneur with accounting/tax experience
• Firm seeking an established client base in the local market
Confidential Sale
The business name, specific client information, tax returns, financial statements, and other confidential information will be provided to qualified buyers during the due-diligence process and upon execution of an appropriate confidentiality agreement.
Serious inquiries only. Proof of financial capability may be requested before release of confidential business information.