This well-established CPA firm has built a strong reputation over the past 20+ years, with consistent year-over-year revenue growth. Services include bookkeeping (40%), tax compliance (52%), and consulting (8%). Projected 2025 revenue is approximately $1.8 million with Seller’s Discretionary Earnings (SDE) of $800,000.

The firm receives approximately 300 organic client referrals each year driven entirely by its strong reputation and without dedicated marketing. While not required to maintain current revenue levels, these referrals present a valuable opportunity for expansion should a buyer choose to invest in additional staffing and resources.

The current owner is willing to support a smooth transition (and BD / sales effort if so desired) for up to 12 months.

Buyer must be a licensed CPA and have $350K as a down payment to close.

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