Established & Profitable CPA Practice, over 200 Tax Clients
Business Description
Key Highlights:
o Strong client retention
o Diversified service offerings
o Excellent reputation in the community
o Significant opportunities for expansion through cross-selling additional services, digital marketing, expanding into new niches, etc.
2024 Total Gross Revenue: $177,896.49
Jan – May 2025 Gross Revenue: $91,261.50
Projected Total Gross Rev in 2025: $219,027
This is more than just a client list; it's a foundation for long-term success. The current owner is committed to a structured transition period to ensure client retention, offering valuable mentorship and introductions. Ideal for a growth-oriented individual practitioner, or as an expansion opportunity for an existing firm.
Seller would like to sit down with interested parties at office location or Zoom. A pre-offer interest package may be provided upon request after initial meeting with signed NDA. Enclosed will be Business Income for 2023, 2024, and 2025 and tax client types and client billing which is enough information to decide if you want to make an offer.
You make an offer based upon all the information being true and accurate. You decide how much to offer and I write it. I will cover everything important in the transfer of a business.
To move forward, I will need proof of funds. Serious Inquires ONLY!
o Strong client retention
o Diversified service offerings
o Excellent reputation in the community
o Significant opportunities for expansion through cross-selling additional services, digital marketing, expanding into new niches, etc.
2024 Total Gross Revenue: $177,896.49
Jan – May 2025 Gross Revenue: $91,261.50
Projected Total Gross Rev in 2025: $219,027
This is more than just a client list; it's a foundation for long-term success. The current owner is committed to a structured transition period to ensure client retention, offering valuable mentorship and introductions. Ideal for a growth-oriented individual practitioner, or as an expansion opportunity for an existing firm.
Seller would like to sit down with interested parties at office location or Zoom. A pre-offer interest package may be provided upon request after initial meeting with signed NDA. Enclosed will be Business Income for 2023, 2024, and 2025 and tax client types and client billing which is enough information to decide if you want to make an offer.
You make an offer based upon all the information being true and accurate. You decide how much to offer and I write it. I will cover everything important in the transfer of a business.
To move forward, I will need proof of funds. Serious Inquires ONLY!
About the Business
- Years in Operation
- 26
- Number of Employees
- 1
- Currently Relocatable
- Yes
- Currently Home Based
- Yes
- Facilities & Assets
- Currently in office, can absorb lease or move somewhere else. Business is also availble for remote service.
- Opportunities for Growth
- Rare opportunity to acquire a well-established and highly profitable practice. Serving a diverse and loyal client base, this firm offers recurring revenue streams and significant growth potential.
Little cost of goods and expenses involved in this business.
Opportunities to grow business, currently working in mostly in hard copies with one employee but can be transferred easily to fully online practice if you wanted.
About the Sale
- Seller Motivation
- Wants to retire, but wants to put expansive, loyal client list into good hands.
- Transition Support
- You will receive training, a non-compete agreement, and all closing documents will be prepared for you.
Listing Info
- ID
- 2391894
- Listing Views
- 345
Attached DocumentsAttachment Disclaimer
Listing ID: 2391894 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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