-Projected revenue of $1,700,000 for 2025
-Well-established real estate niche
-Fantastic location between Los Angeles and San Diego

This 2-partner boutique firm specializes in serving high-net-worth clients and has a well-established niche in real estate. Strategically scaled down to provide personalized, high-quality service, this firm allows its partners to focus on growth opportunities rather than the administrative demands of managing a large team. Located in a prime area in Orange County, the firm benefits from a desirable client base and strong market presence. The firm has demonstrated steady year-over-year growth and is projecting revenue of approximately $1,700,000 for 2025, making it an exceptional opportunity for a buyer seeking a refined, profitable, and well-positioned Southern California practice.

Ideal Buyer:
The ideal buyer will be a CPA who takes a hands-on approach to client relationships and is dedicated to providing personalized, high-quality tax and advisory services. Experience in mergers and acquisitions is strongly preferred, along with a proven commitment to upholding the firm’s long-standing reputation for exceptional service to high-net-worth clients. Expertise in real estate would be especially valuable given the firm’s client base.

For more information please visit the website entitled PoeGroupAdvisors