Confidential CPA practice with strong recurring revenue, $1M projected 2025 revenue, $375K–$400K SDE, experienced staff, and owner willing to stay as minority shareholder.

A well-established and highly profitable CPA and advisory practice located in the South Florida region is available for a confidential acquisition. The firm has a long history of strong client relationships and consistent year-round revenue, with a diversified mix of individual and business clients.

Services include:

• Tax preparation & personal/business tax planning
• Bookkeeping and accounting services
• Payroll processing
• Sales tax compliance
• Business advisory and consulting

The practice operates with an experienced team of accountants, tax professionals, and administrative staff, allowing the owner to function primarily in oversight and review.

Unique Advantage:

The owner—an experienced CPA—is willing to stay in the business as a minority shareholder to support transition, continuity, and client retention. This greatly reduces buyer risk and enhances firm stability.

This is an excellent acquisition for a CPA firm looking to expand in Florida, a financial services group adding tax capabilities, or an SBA-approved buyer seeking a professional practice with strong margins.

Asking Price:

$1,500,000

Based on:

• $375K–$400K projected SDE
• Strong recurring revenue
• Staff continuity
• High-margin, scalable model
• Seller minority participation

SBA financing may be available through qualified lenders.

Owner Financing:

Negotiable (minority retention option)

Confidentiality Requirements

To protect clients and staff, no identifying information will be released until buyer submits:
• NDA
• Proof of funds
• Buyer profile