Listing Number | Location | Annual Gross | Asking Price | Description | Status |
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CT4025 | Hartford Area | $750,000 | $1.1x Gross |
Practice details: Located in a desirable and growing area of Connecticut. Retiring owner willing to provide transition support and will consider post-sale employment to optimize client retention. Staff will stay on. Primed for expansion, this firm has an established and loyal client base. Annual Revenue: $750,000 Owners Cash Flow: $390,000 Revenue Breakdown: Individual and Business Tax Preparation 60%, Accounting 20%, Other 20% Facilities: Conveniently Located Commercial Condominium; Assumable Lease Software: QuickBooks, CCH ProSystem Financing: Owner will Consider Seller Financing |
On Hold |
CT4024 | Rural Eastern CT | $254,000 | $275,000 |
Practice details: Retiring Owner seeking buyer for a profitable and well-established tax and accounting practice. This firm has been in business for over 20 years with an established and loyal client base. Annual revenue: $253,400 Owners Cash Flow: Averages 39% of annual revenue Revenue breakdown: Tax Prep: 68%, Write-Up and Accounting: 19%, Payroll 13% Furniture and Equipment: The full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Owner will provide transition support. Software: Accounting: QuickBooks, Tax: Lacerte Note: Owner may consider a Revenue Guarantee and Seller Financing |
Sold |
CT4018 | Bridgeport/Norwalk | $1,100,000 | $1x Gross |
Practice Details: This CPA Tax & Auditing practice has annual gross revenues of $1,100,000. The firm is well respected in the community and enjoys a quality client base, many of whom have been with the owner since the ’70s. There is an excellent mix of services including 54% derived from tax and accounting services provided to a thriving group of businesses, while the remainder consists of 27% governmental accounting/auditing services, and 19% individual tax preparation. There is a solid, steady, and consistent monthly revenue stream, which helps provide year-round income and steady employment. There is a strong cash flow to owner of approximately 45%, which is well above industry standards for practices of this size. There is also an experienced, knowledgeable staff in place to assist a seasoned CPA looking to get into a successful practice or a firm looking to expand into the market. Annual Revenue: $1,100,000 Owners Cash Flow: $496,000 Revenue breakdown: Audit: 19% Average Tax Return: $375 Average Write-up Client: $9,200 Facilities: Class A office space. Modern and upscale working offices plus conference room and reception area. In-house food service. Ample parking. Assumable Lease. Furniture and Equipment: Networked Computers, workstations, and a full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Seven plus interns. Software: CCH ProFx, Quickbooks, and Sage |
Sold |
CT4022 | Western Hartford Suburb | $396,000 | $1x Gross |
Practice Details: This well-established CPA practice for sale produces gross revenues of approximately $396,000, which are nicely balanced between tax (37%), accounting (44%), and payroll (17%) to provide year-round income. Also available to the right buyer is an established Financial Services book of business. Ideally located in an area known for a high-quality life, higher median income, and strong growth, this reputable practice serves a loyal client base that should generate referrals and expand services opportunities. It has a solid fee structure and produces strong cash flow to the owner of more than 70% of gross. This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market. Annual Revenue: $396,000 Owners Cash Flow: $277,000 Revenue breakdown: Payroll: 17% Average Bill Rate: $250/hr. Facilities: Architecturally appropriate, a free-standing condo office building on the main street. Three first-floor office spaces with handicap accessible restrooms. Parking in front and back. Convenient to business clients and local restaurants. Currently owned by the practice Seller. Furniture and Equipment: Networked Computers, workstations, and a full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Owner + one FT + two PT |
Sold |
Listing Number | Location | Annual Gross | Asking Price | Description | Status | |
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IA2017 | Linn/Johnson County | $400,000 | $1.18x Gross |
First-time practice owner? Build your practice and raise your family in a beautiful city with friendly people, wide diversity, and strong economic growth. Growing your existing practice? Step right into a book of current and loyal clients. This practice serves a loyal client base to generate referrals and expand service opportunities with impressive year-over-year growth. Primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA or EA ready to jump into practice ownership or make a profitable addition to another established firm looking to expand in this market. Revenue Stream: 90% tax, 10% bookkeeping and payroll Cash Flow to the Owner: $205,000. Facilities: High visibility location. First-floor office spaces with a reception, breakroom, and conference room. Parking. Convenient to clients. Favorable lease terms. Staff: Seasoned staff will stay. The Owner will facilitate a smooth transition. |
Available Request Info |
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IA2099 | North Central Iowa – Wright, Franklin, Butler, Grundy, Hardin, Hamilton, Story, Marshal counties | $320,000 | $1x Gross |
Enjoy the quality of life. Build your practice and raise your family in a beautiful city with friendly people and loyal clients. Practice Details: This well-established CPA practice for sale produces gross revenues of approximately $320,000, balanced between tax (57%) and accounting/payroll (43%) to provide year-round income. This reputable practice serves a loyal client base that should generate referrals and expand service opportunities. It has a solid fee structure and produces cash flow to the Owner of more than $96,000 with consistent year-over-year growth. This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA or EA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market. Average Bill Rate: $150/hr Facilities: Attractive office suite in a main street professional building. First-floor office spaces (three) with a reception, breakroom, and conference room. Parking. Convenient to business clients and local restaurants. Favorable lease terms or building purchase considered. Staff: Owner + two FT. Very competent staff will stay on after the sale. The Owner will stay on as long as needed to facilitate a smooth transition. Seller financing considered. |
Available Request Info |
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IA2075 | East Central Iowa - Johnson County | $180,000 | $1x Gross |
Practice Details: This well-established CPA practice for sale in East Central Iowa produces annual gross revenues of approximately $180,000, which are nicely balanced between tax (60%), accounting (26%), and payroll (12%) to provide year-round income. Ideally located in an area known for high-quality of life, low cost of living, and an abundance of cultural opportunities, this reputable practice serves a loyal client base that should generate referrals and provide opportunities for expansion of services. It has a solid fee structure and produces cash flow to owner of more than 41% of gross with an opportunity for improvement. This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market. The Owner looks forward to facilitating a smooth and orderly transition with availability to assist through the tax season. Annual Revenue: $180,000 Owners Cash Flow: $ 73,000 Revenue breakdown: Software: CCH ProSystems fx, QB and EasyAcct Facilities: Architecturally appropriate, free-standing building in a popular neighborhood shared with other professional services. Assumable lease. Convenient for walk-ins, drop-offs, business clients. Near shopping, healthcare, cultural events and popular restaurants Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price Staff: One FT + one Seasonal |
Sold | |
IA2071 | Northwestern Iow | $$595,000 | $1X Gross |
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Sold | |
IA2065 | East Central Iowa | $$338,000 | $TBD |
Practice Details: CPA owner ready to retire from this profitable practice. This firm has been in business over 25 years with an excellent area reputation and loyal client base. The practice has had a stable revenue pattern. A perfect opportunity for an EA or CPA to own your own practice. Annual Revenue: Gross revenue is $338,000 Revenue Breakdown: 14% monthly accounting services 73% personal and business tax preparation 13% other business services 0% review and audit services Profitability: Past 3 years owner’s discretionary cash flow has averaged $185,000 Facilities: Multiple fully equipped offices, conference room, storage and a reception area. Lease is assumable, or the Seller will also consider sale of building to Buyer, Furniture and Equipment: Fully equipped with all office furniture and all other equipment, networked computers, monitors, copiers, printers etc. included in the price. Staff: The owner will be available for transition support to optimize client retention. Software: Accounting: Quick Books Tax: CCH Prosystem CCH Practice Mgmt. |
Sold | |
IA2069 | North Central | $320,000 | $1x Gross |
Geographic Location: North Central Iowa Listing IA2069 Practice Details: Owner is ready to sell this profitable and well established tax preparation and small business write-up firm located in North Central Iowa. This practice has been in business for over 25 years and has an established and loyal client base. Computer systems fully updated in late 2017. Annual Revenue: Stable revenue stream at $320,000. Revenue Breakdown: 80% Personal and business tax preparation 20% Monthly and quarterly accounting and payroll services Staff: The experienced and knowledgeable staff will stay on with the new owner, plus the seller will provide extended transition support to enhance client retention. Facilities: Excellent location with multiple offices, reception area, and conference room. Seller owns building and will sell to buyer or rent to buyer. Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. All office and conference room furniture and equipment included in price. Software: Accounting: Quick Books. Tax Prep: Lacerte Special Note: Seller will offer seller financing on both the practice and office building. |
Available Request Info |
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IA2063 | Northern Iowa | $650,000 | $CALL |
Geographic Location: Northern Iowa (Listing #IA2063) Practice Details: The practice consists of two equal partners with one partner looking to retire. The other Partner wishes to continue actively working several more years with an employment or consulting arrangement This firm has a central city location (and nearby satellite office) and has been in business over 25 years with an excellent area reputation and loyal client base. The practice has had a growing revenue pattern with a nicely balanced revenue stream. Annual Revenue: Gross revenue $649,000 Revenue Breakdown: 15% monthly accounting services 55% personal and business tax preparation 30% reviews, audits and other business services Profitability: Owner’s discretionary cash flow has been stable at 44% of gross revenue. Facilities: Two locations. Multiple fully equipped offices, conference room, storage and a reception area. Lease is assumable, Seller will also consider sale of buildings to Buyer, Furniture and Equipment: Fully equipped with all office furniture and all other equipment, networked computers, monitors, copiers, printers etc. included in the price Staff: The experienced and knowledgeable staff will stay on with new buyer. The owner will also be available for transition support to optimize client retention. Software: Accounting: Quick Books and CS Accounting. Tax: Drake |
Sold | |
IA2058 | Eastern Iowa | $695000 |
Geographic Location: Eastern Iowa (Listing #IA 2058) Practice Details: This well-established CPA practice has annual gross revenues of approximately $695,000. The practice has a strong fee structure and produces solid cash flow to owner of around 40% of gross. Revenues consist predominately of tax preparation services (74%) but there is also a nice mix of other services such as audits/reviews (18%) and monthly accounting work (8%) to provide year round income. The high-quality, loyal client base including many desirable businesses should lend itself to expansion of services and continued growth through referrals. Annual Revenue: $695,000 Owners Cash Flow: $278,000 Revenue breakdown: Facilities: Excellent location. Multiple fully equipped working offices plus reception and conference areas. Assumable Lease. Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Four Software: Lacerte, QuickBooks |
Available Request Info |
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IA2060 | Central Iowa | $640000 | $599000 |
Geographic Location: Central Iowa (Listing #IA 2060) Practice Details: The entire practice consists of two partners and staff with gross revenues around $640,000, with one partner looking to retire. Ideally, they would be looking for an individual with tax and auditing experience to join the firm as a 50% owner and continue running the firm in a similar fashion. If a partnership structure with a new buyer cannot be arranged, the seller would also entertain selling off their portion of the business to another accountant or practitioner. The retiring partner’s workload is comprised of approximately $328,000 and the revenues are derived from approximately 41% tax, 43% audit, and 12% accounting services. The practice is well established and contains a solid fee structure, which produces excellent cash flow to both partners. There is a solid staff in place and further growth available, specifically in the auditing realm, for a new, eager buyer looking to expand the practice to new heights. Annual Revenue: $640,000 Owners Cash Flow: $288,500 Revenue breakdown: Facilities: Convenient metro location. Multiple fully equipped working offices plus reception and conference areas. Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Two Partners and staff Software: Lacerte |
Sold | |
IA2062 | Eastern Iowa | $226000 | $219000 |
Geographic Location: Eastern Iowa (Listing #IA 2062) Practice Details: This practice would be the perfect sized, turn-key opportunity for an experienced CPA ready to step into full-time practice ownership or a profitable addition to an established firm seeking expansion in this area. Additionally, the owner is extremely flexible with regards to a transition period and has expressed their willingness to work with the buyer over the course of a few months, or years, if desired. Annual Revenue: $226,000 Owners Cash Flow: $116,600 Revenue breakdown: Average Tax Return: $265 Average Write-up Client: $13,300 Facilities: Desirable location. Efficient working offices plus shared reception and conference areas. Assumable Lease. Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Two Software: QuickBooks, Lacerte, |
Sold | |
IA2059 | Des Moines | $431000 | $399000 |
Geographic Location: Iowa (Listing #IA 2059) – PENDING Practice Details: This well-established, reputable CPA practice for sale in Central Iowa produces annual gross revenues of approximately $431,000 and would be the perfect-sized, turn-key opportunity for any CPA looking to start or grow a practice in the heartlands. The firm caters to a high-quality client base, including a large number of businesses and loyal individuals. Revenues are nicely mixed between tax work (47%), auditing (39%) and accounting services (14%) to provide year-round income. The practice has a solid fee structure and an experienced staff in place to assist with a smooth transition. Priced to sell, this practice is a bargain opportunity that should yield an immediate return on investment and pay for itself in no time! Annual Revenue: $431,000 Owners Cash Flow: $233,500 Revenue breakdown: Average Tax Return: >$300 Average Write-up Client: >$15,000 Facilities: Very professionally appointed multi-office with reception and conference room is available for either lease or purchase. Convenient to business clients and local restaurants. Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Three plus office manager Software: Quickbooks, Lacerte |
Sold |
Listing Number | Location | Annual Gross | Asking Price | Description | Status |
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IN3063 | Central Indiana | $183,000 | $179,000 |
Practice Details: Great opportunity for young Accountant to own their own very profitable tax practice. Practice begun in 1972. Owner is not a CPA but has built a very profitable retail tax practice just north of a major metro area. Lots of potential to grow here. Owner is willing to stay on PT to help transition clients. Very good cash at $105,000. Owners Cash Flow: $105,000 Revenue breakdown: Individual and Business tax: 97% Write up: 2% Facilities: 1400 square feet office with 2 other rooms plus reception area, $2250 rent is monthly, triple net, and assumable Furniture and Equipment: all computers, and server + phone system come with the practice—desks and chairs, file cabinets Staff: Owner plus seasonal tax preparers plus office assistant Software: QUICKBOOKS & PRO SERIES |
On Hold |
IN3045 | Central Indiana | $670,000 | $660,000 |
Practice Details: This well-established CPA practice for sale in Central Indiana produces annual gross revenues of approximately $670,000, which are nicely balanced between tax (61%), accounting (18%), and payroll (16%) to provide year-round income. – great location just outside of large growing urban center. Outstanding practice built over 38 years by owner and experienced staff. Three offices located not far from each other and close to major city. Owner is retiring but will stay on as long as needed to successfully transition clients. It is the perfect size for highly experienced CPA’s ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market. Annual Revenue: $670,000 Owners Cash Flow: $220,000 Revenue breakdown: Individual and Business tax preparation: 60%, Write-up/Accounting: 20%, Payroll: 20% Facilities: Three locations, within 25 miles of each other. All are leased and assumable. Furniture and Equipment: Networked Computers, work stations, and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: The experienced and knowledgeable staff of seven will stay on with the new owner, plus the seller will be available to provide long-term transition support to optimize client retention. Uses Quickbooks, UltraTax, Practice CS, and Windows 10. |
Sold |
Listing Number | Location | Annual Gross | Asking Price | Description | Status | |
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IL2319 | Ford County IL | $500,000 | $1x Gross |
First-time practice owner? Build your practice and raise your family in a beautiful city with friendly people, wide diversity, and strong economic growth. Growing your existing practice? Step right into a book of current and loyal clients. Practice Details: This well-established practice for sale produces gross revenues of approximately $500,000. Revenue Stream: 80% tax, 20% bookkeeping and payroll This practice serves a loyal client base to generate referrals and expand service opportunities with impressive year-over-year growth. This turn-key practice is primed for a new owner, a smooth transition, and continued growth. Cash Flow to the Owner: $280,000 = 56% Staff: Seasoned staff will stay. The Owner will facilitate a smooth transition |
Available Request Info |
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IL2216 | McHenry County | $129,000 | $1x Gross |
First-time buyers. Own your future. Step right into a book of loyal clients. Growing your existing practice? Let’s talk about synergies.
This turn-key practice is primed for a new owner, a smooth transition, and continued growth.
Practice Details: This well-established practice for sale produces gross revenues of approximately $144,000.
Cash Flow to the Owner of $82,000 (57%).
Personal and Business Tax preparation: 93% of revenue.
Facilities: High visibility location. Professional office building. Convenient to clients.
The Owner will facilitate a smooth transition.
This practice serves a loyal client base to generate referrals and expand service opportunities with significant growth.
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Available Request Info |
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IL2084 | SW Chicago Suburb | $376,000 | $429,000 |
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Available Request Info |
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IL2082 | West Central IL | $540,000 | $529,000 |
Practice Details: Owner seeking a qualified buyer for this well established profitable audit tax and accounting practice. In business for over 10 years and has a well-established and loyal client base of Audit and Tax clients Annual Revenue: $540,000 Revenue Breakdown: 90% Industry Specific Audits 10% Tax Preparation and other Business Services Staff: Qualified staff members will stay on with the buyer. Plus the current owner will provide Long Term transition support as well Facilities: Prime location with 3 offices and reception area and break and storage rooms. Current lease is assumable. Furniture and Equipment: Fully equipped networked and updated computers, scanners, printers, software and all office and equipment included in price. Software: CCH Prosystem |
Available Request Info |
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IL2072 | North Central | $125000 | $125000 |
Geographic Location: North Central Illinois- (Listing #IL 2072) Practice Details: This 1985 established Practice is located central state and has annual gross revenues of approximately $125,000. This primarily tax practice caters to a high net worth clientele. The majority of the revenues consist of tax work (92%); however, there is also some amount of monthly/quarterly accounting work (8%). This turn-key practice would make the perfect size and opportunity for an individual ready to be in first time practice ownership. It would also make a nice addition for a local firm in the area looking to expand. Low expenses. Annual Revenue: $125,000 Owners Cash Flow: $73,300 Revenue breakdown: Average Tax Return: >$275 Facilities: Small close resort community. Home based, private entrance with signage and off-street parking. Short term lease available. Furniture and Equipment: Computers, and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Two Software: Lacerte, Quickbooks |
Sold | |
IL2074 | Western | $365000 | $379000 |
Geographic Location: Western Illinois Practice Details: This western Illinois CPA practice for sale near a large metro locations and has annual gross revenues of approximately $367,000. The practice has a great reputation in the area and has been steadily growing over the years. Seller wants to see prior to the next tax season and willing to assist in a smooth transition to new owner. Long term clients. Nice growth. The practice is also equipped with two excellent, long-term CPA employees who should help aid in the transition and future prosperity of the practice. This opportunity would make a great fit for an individual looking to plant roots in the area and start off with a well-oiled machine. Annual Revenue: $365,000 Owners Cash Flow: $173,000 Revenue breakdown: Average Tax Return: >$300 Average Write-up Client: >$8,800 Facilities: Large office with month to month lease. Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Two plus seasonal Software: Quickbooks, Lacerte |
Sold | |
IL2076 | Downstate | $367000 | $349000 |
Geographic Location: Downstate Illinois Practice Details: This well run downstate Illinois CPA practice for sale near state government offices and has annual gross revenues of approximately $367,000. The practice has been steadily growing and provides a full range of accounting, tax and management services to a variety of individuals and businesses. Steady year-around revenue. It has a great reputation that has made them one of the leading CPA firms in Central Illinois. The practice serves a quality client base and revenues are nicely balanced between tax (52%), accounting (40%), audit & reviews (6%) and other services (3%) to provide year-round income. It would be the perfect, turn-key opportunity for an experienced accountant ready to jump into practice ownership, or a nice addition for another established firm looking to expand in this area. Annual Revenue: $367,000 Owners Cash Flow: $169,000 Revenue breakdown: Average Tax Return: >$300 Average Write-up Client: >$10,000 Facilities: Very professionally appointed, owner occupied and available for either lease or purchase. Fully equipped working offices plus reception and conference areas. Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Three plus seasonal Software: Quickbooks, Drake |
Available Request Info |
Listing Number | Location | Annual Gross | Asking Price | Description | Status |
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KS2068 | Eastern | $477000 | $500000 |
Geographic Location: Eastern Kansas- (Listing #KS 2068) Practice Details: This Tax & Accounting practice just off the Interstate Highway has annual gross revenues of approximately $447,000. Revenues are nicely balanced between tax work (52%), accounting services (39%), and miscellaneous services such as payroll, financial statements, and financial planning to provide year-round income. There is a very diverse and stable client base that includes a good amount of business clients, which should offer plenty of opportunities for expansion of services and continued growth through referrals. There is experienced staff in place to assist in a smooth transition and provide capacity for growth. This is a perfect opportunity for an individual ready to jump into practice ownership with an established book of business or an easy and profitable addition for an established practice looking to expand. Annual Revenue: $477,000 Owners Cash Flow: $252,800 Revenue breakdown: Average Tax Return: $305 Average Write-up Client: $11,200 Facilities: Very assessable. Modern generous working offices plus conference room and reception area. Nearby restaurants in walking distance. Covered parking. Assumable Lease. Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Three plus office manager. Software: Lacerte, Quickbooks |
Available Request Info |
KS2070 | Central-Rural | $191000 | $179000 |
Geographic Location: Central Kansas- (Listing #KS 2070) Practice Details: This well-established, yet growing Tax & Accounting Practice is located central state and has annual gross revenues of approximately $191,000. The practice caters to a quality client base comprised of loyal individuals and businesses which should provide plenty of opportunities for expansion of services as well as continued growth through referrals. The majority of the revenues consist of tax work (86%); however, there is also a good amount of monthly/quarterly accounting work (14%) to keep busy year round. This turn-key practice is primed for continued growth and would make the perfect size and opportunity for an individual ready to be in practice ownership. It would also make a nice addition for a local firm in the area looking to expand. Annual Revenue: $191,000 Owners Cash Flow: $104,900 Revenue breakdown: Average Tax Return: $265 Average Write-up Client: $2,600 Facilities: Central city location. Clean working offices plus conference room. Popular neighborhood. Owner owned. Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Two Software: Lacerte, Quickbooks |
Available Request Info |
KS2072 | South Central | $680000 | $649000 |
Geographic Location: South Central Kansas- (Listing #KS 2072) Practice Details: This CPA practice for sale in a desirable city in south central Kansas and has annual gross revenues of approximately $680,000. This well-established, predominately tax practice produces high-level tax services for its sophisticated clientele of individuals and businesses. The practice has a great reputation in the area and has been steadily growing over the years, despite a low marketing budget, through pristine customer service which generate referrals. As an added benefit, a solid amount of the work is “automated,” encompassing many of the local clients in which QB files are e-mailed and many documents sent via PDF electronically. The practice is also equipped with two excellent, long-term CPA employees who should help aid in the transition and future prosperity of the practice. This opportunity would make a great fit for an individual looking to plant roots in the area and start off with a well-oiled machine. Annual Revenue: $680,000 Owners Cash Flow: $326,000 Revenue breakdown: Average Tax Return: $290 Average Write-up Client: $9,600 Facilities: Suburban location but close to business clients. Modern working offices plus conference room. Assumable lease. Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Three plus seasonal Software: Quickbooks, Lacerte |
Available Request Info |
KS2069 | KC Suburb | $405000 | $379999 |
Geographic Location: Kansas (Listing #KS 2069) – SOLD Practice Details: This accounting & tax practice for sale in the desirable suburb of Kansas City is a well-established and highly profitable practice. It produces annual revenues of approximately $405,000 between the two owners. The practice is comprised mostly of a large variety of business clients of which they provide monthly, quarterly, and annual accounting work (67%) and their associated business tax work (18%). This large group of business clients should help lead to great cash flow and revenues throughout the year, along with the possibility of expanding services, while the 325 individual tax clients will bring in great revenues through the tax season. The practice does have two owners who would both prefer to exit the business, sooner rather than later. Depending on each individual buyer’s wants and needs, the sellers can be flexible with a transition period over the first tax season to help ensure maximum client retention. The office space is very nicely decorated and well suited for a new buyer if they desire; it is not required, but highly recommended. This is truly the perfect turn-key operation for an individual looking to jump-start a medium sized, profitable practice the easy way. Annual Revenue: $405,000 Owners Cash Flow: $207,000 Revenue breakdown: Average Tax Return: >$325 Average Write-up Client: >$15,000 Facilities: Very professionally appointed multi-office with reception and conference room is available for either lease or purchase. Convenient to business clients and local restaurants. Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Three plus office manager Software: Quickbooks, Lacerte |
Sale Pending |
KS2098 | Wichita KS | $213,000 | $1x Gross |
Motivated Seller – Favorable Terms Enjoy the quality of life. Build your practice and raise your family in a beautiful city with friendly people and loyal clients. Practice Details: This well-established CPA practice for sale produces gross revenues of approximately $213,000, balanced between tax (80%) and accounting/payroll (20%) to provide year-round income. This reputable practice serves a loyal client base that should generate referrals and expand service opportunities. It has a solid fee structure and produces cash flow to the owner of more than $90,000. This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA or EA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market Facilities: First-floor office spaces with a reception and conference room. Parking. Convenient to business clients and local restaurants. Month-to-month lease terms. Keep the location or roll it into your existing practice. Staff: 1 FT and 1 PT. Very competent staff will stay on after the sale. The Owner will facilitate a smooth transition. Seller Financing and Revenue Guarantees are available. |
Available Request Info |
Listing Number | Location | Annual Gross | Asking Price | Description | Status |
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KY2072 | Northern Kentucky | $149,000 | $149,000 |
Practice Details: Nice CPA practice in suburb of major metro area produces gross revenues of approximately $149,000 balanced between Tax prep (41%), Write ups (23%) and Payroll (31%) to provide year-round income. Will be a nice diverse practice for a CPA that wishes to start their own practice or would make a profitable addition to another established firm looking to expand in this market. Owners Cash Flow: $84,000 Revenue breakdown: Individual and Business tax: 41%, Write up: 23% & Payroll 31%) Facilities: 2 small offices + conference room, rent is monthly and TBD. Furniture and Equipment: all computers, desks, file cabinets, and server phone system come with the practice. Staff: 1 CPA owners plus two part time assistants Software: QuickBooks, Peachtree, Lacerte, Drake, Pensoft |
Available Request Info |
KY2071 | Central Kentucky | $1,000,000 | $1x Gross |
Practice Details: This highly profitable CPA practice produces gross revenues of approximately $1,000,000 balanced between tax prep (55%), and audits (36%) to provide year-round income. It would be the perfect size for an experienced individual CPA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market. Owners Cash Flow: >$650,000 Revenue breakdown: Individual and Business tax: 55%, Audits: 35% Facilities: 3000 square feet with 6 offices + reception area, rent is $1500 monthly, assumable, triple net. Furniture and Equipment: all computers, desks, file cabinets, and server phone system come with the practice. Staff: 3 CPA owners plus two staff accountants plus secretary Software: Thomson Reuters-Accounting and Tax |
Available Request Info |
Listing Number | Location | Annual Gross | Asking Price | Description | Status | |
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MA2214 | Pioneer Valley | $230,000 | $1x Gross |
Practice details: Retiring Owner seeking buyer for a profitable and well-established tax and accounting practice in the Pioneer Valley region of Massachusetts. This firm has been in business for over 20 years with an established and loyal client base. Owners Cash Flow: Averages 70% of annual revenue Revenue breakdown: Tax Prep: 70%, Write-Up and Accounting: 20%, Payroll 10% Furniture and Equipment: The full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Owner will provide transition support. Software: Accounting: QuickBooks, Tax: Lacerte Note: Owner may consider a Revenue Guarantee and Seller Financing |
Available Request Info |
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MA2050 | Central Massachusetts | $485,000 | $510,000 |
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Available Request Info |
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MA2026 | Boston Metro | $1.4M | $1x Gross |
Practice Details: Located in area near Boston. Well established CPA Tax and Accounting Firm in business over 30 years. This practice has a nicely balanced revenue stream with excellent area reputations and multiple loyal client bases. Owners ready to sell and willing to provide extended transition support to optimize the client retention for the new owner. Annual Revenue: $1,425,000 List Price: 1X Gross Revenue Breakdown: 20% Monthly and Quarterly Accounting 55% Business and Personal Tax Prep 10% Payroll Services 10% Audit Services 5% Other Services Facilities: assumable lease Furniture and Equipment: all computers, desks, file cabinets and server phone system come with the practice. Staff: Owner CPA plus experienced staff willing to stay with new owner |
Sale Pending |
Listing Number | Location | Annual Gross | Asking Price | Description | Status |
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MD2051 | Northern Maryland | $650,000 | $719,000 |
Practice Details: Nice diverse CPA practice in Washington County, MD. Gross revenues of approximately $650,000 in 2022 but projected to $750,00 in 2023. Revenues balanced between Tax prep (53%), Write ups (23%) and Payroll (7%) to provide year-round income. Will be a nice practice for a CPA that wishes to start their own firm or would make a profitable addition to another established firm looking to expand in this market. List Price: $719,000 Annual Revenue: $650,000 Owners Cash Flow: $290,000 Revenue breakdown: Individual and Business tax: 53%, Write up: 23% & Payroll 7%) Facilities: 5 offices + reception area = 2500 sq feet, rent is $2500 monthly and assumable Furniture and Equipment: all computers, desks, file cabinets, and server phone system come with the practice. |
Available Request Info |
MD2035 | DC Metro | $1,500,000 | $1x Gross |
Practice details: Retiring owners seeking qualified buyer(s) for a very, profitable and well-established tax and accounting practice. Well established, in business for over 40 years with a stable annual revenue pattern and client base. Annual revenue: $1,476,000 Owners Cash Flow: $750,000 Revenue breakdown: Tax Prep 42%, Write Up 30%, Audit 10% Facilities: 10,000 square feet Suite of offices, plus reception area and conference area. Easy access and parking. Lease is assumable. Furniture and Equipment: Networked computers plus the full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Owners and staff will provide transition support. Software: Accounting: QuickBooks. Tax: Ultratax |
Available Request Info |
Listing Number | Location | Annual Gross | Asking Price | Description | Status |
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MI3075 | SE Michigan | $427,000 | $469,000 |
Geographic Location: SE MICHIGAN Practice Details: Outstanding tax practice just north of major metro area begun in 1992. Solo CPA/OWNER willing to stay to transition for 1-2 years. Very good cash flow of over 50% and located in affluent neighborhood. Annual Revenue: $427,000 Owners Cash Flow: $234,000 Revenue breakdown: Individual and Business tax: $400,000 Reviews: $20,000 Listed Price: $469,000 Facilities: in great section of major metro area, 1600 square feet, 1 office with 7 rooms plus reception area, rent is $3660 monthly, assumable, triple net. Furniture and Equipment: all computers, and server phone system come with the practice—4 computers, 1 server, desks, chairs, file cabinets Staff: Owner CPA plus receptionist. Software: QUICKBOOKS & ULTRA TAX |
Sold |
Listing Number | Location | Annual Gross | Asking Price | Description | Status |
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MN1114 | St. Cloud | $107,000 | $1x Gross |
Practice Details: Retiring owner seeking qualified buyer for this tax and accounting practice. This firm has been in business over 18 years with an excellent area reputation and loyal client base. Annual Revenue: Growing Revenue Stream with 2022 at $107,000 Revenue Breakdown: 90% personal and business tax preparation, 10% other accounting services Owner Cash Flow: Averaging 72% of Annual Revenue Facilities: Leased $750/mo. |
Available Request Info |
MN1113 | Minneapolis Metro | $140,000 | $148,000 |
Practice Details: Retiring owner seeking qualified buyer for this tax and accounting practice. This firm has been in business over 30 years with an excellent area reputation and loyal client base. Annual Revenue: Growing Revenue Stream with 2020 at $140,000 Revenue Breakdown: 96% personal and business tax preparation, 5% other accounting services Owner Cash Flow: Averaging 55% of Annual Revenue Facilities: Home Office Furniture and Equipment: All office furniture, computers, printers, file cabinets etc. included in the selling price. Staff: The owner will be available for transition support to optimize the client retention. Software: Quick Books LaCerte |
Available Request Info |
MN2100 | SE Minnesota | $158,000 | $160,000 |
Geographic Location: Southeast Minnesota First-time practice owner? Build your practice and raise your family in a beautiful city with friendly people, wide diversity, and strong economic growth. Growing your existing practice? Step right into a book of current and loyal clients. Practice Details: This well-established TAX practice for sale produces gross revenues of approximately $158,000. Practice serves a loyal client base to generate referrals and expand service opportunities, with consistent year-over-year growth. This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA or EA ready to jump into practice ownership or make a profitable addition to another established firm looking to expand in this market. Cash Flow to the Owner of $80,000. Facilities: Attractive office on a main thoroughfare. First-floor office spaces with a reception, breakroom, and conference room. Parking. Convenient to clients. Favorable lease terms or building purchase considered. Staff: Owner + two Seasonal. The Owner will facilitate a smooth transition. |
Available Request Info |
MN1093 | North Central MN | $244,000 | $1x Gross |
Practice Details: Retiring CPA owner seeking qualified buyer for this very profitable CPA practice. This firm has been in business over 30 years with an excellent area reputation and loyal client base. Annual Revenue: 4 year growing revenue stream with 2019 at $244,000 Revenue Breakdown: 81% personal and business tax preparation 19% monthly accounting and payroll services Owner Cash Flow: Averaging over 70% of Annual Revenue Facilities: Office is located in high-traffic location. Lease is assumable. Furniture and Equipment: All office furniture, computers, printers, file cabinets etc. included in the selling price. Staff: The owner will be available for transition support to optimize client retention. Note: Owner may consider Seller Financing Software: Tax: Pro Series Professional |
Available Request Info |
MN1092 | Minneapolis Metro Area | $792,000 | $1X Gross |
Practice details: Retiring CPA owner seeking qualified buyer for a growing, profitable and well-established tax and accounting practice. This practice has been in business over 20 years with a growing annual revenue pattern and client base. Annual revenue: $792,000 Owners Cash Flow: Averages over 50% of Annual Revenue Revenue breakdown: Tax Prep: 75%, Write-Up, Reviews, Payroll: 25% Furniture and Equipment: Networked computers plus the full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Owner will provide transition support. Software: Ultra Tax |
Sold |
MN1091 | Twin Cities Metro | $390,000 | $1x Gross |
Tax and Accounting Practice for Sale Geographic location: Twin Cities Metro MN1091 Practice details: Retiring owner seeking a qualified buyer for a growing, profitable and well-established tax and accounting practice. In business over 15 years with a growing annual revenue pattern and client base. Annual revenue: 2019 $390,000 (Projected) Owners Cash Flow: Averages 33% of Annual Revenue Revenue breakdown: Tax Prep 45%, Write Up/Bookkeeping 38%, Payroll 13%, Other 4% Facilities: Suite of 4 offices, plus reception area and conference area. Easy access and parking. Lease is assumable. Furniture and Equipment: Networked computers plus the full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: The owner and staff will provide transition support. Software: Accounting: Quick Books, Tax: Ultra Tax |
Available Request Info |
MN1090 | Twin Cities | $1.1M | $1.2M |
Tax and Accounting Practice for Sale Practice details: Retiring owner seeking a qualified buyer for a growing, profitable and well-established tax and accounting practice. In business over 20 years with a nicely growing annual revenue pattern and client base. Annual revenue: $1,075,800 Owners Cash Flow: Averages 25% of Annual Revenue Revenue breakdown: Tax Prep: 63%, Write-Up and Payroll: 37% Facilities: Suite of 5 offices, plus reception area. Easy access and parking. Lease is assumable. Furniture and Equipment: Networked computers plus the full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Owner and staff will provide transition support. Software: Accounting: Quick Books. Tax: Ultra Tax Note: Owner may consider Revenue Guarantee and Seller Financing. |
Available Request Info |
MN1089 | North Central MN | $430,000 | $1x gross |
Practice details: Retiring owner seeking buyer for a growing and profitable and well established tax and accounting practice. In business over 20 years with a nicely growing annual revenue pattern and client base. Annual revenue: $430,000 Owners Cash Flow: Averages 50% of Annual Revenue Revenue breakdown: Tax Prep: 93%, Write-Up and Payroll: 7% Facilities: Suite of 10 office spaces, reception area, lunchroom, break room. Downtown location. Lease is assumable. Furniture and Equipment: Networked computers plus the full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Owner and staff will provide transition support. Software: Accounting: Quick Books. Tax: Drake Note: Owner may consider Revenue Guarantee and possible Seller Financing. |
Available Request Info |
MN1087 | SE Minnesota | $213,000 | $1x Gross |
Practice details: Retiring owner seeking buyer for a profitable and well-established tax and accounting practice. In business over 12 years with a growing revenue pattern and client base. Annual revenue: $213,500 Owners Cash Flow: $129,600 Revenue breakdown: Ind. and Bus. Tax Prep: 63% Write-Up and Accounting: 37% Facilities: Suite of 3 offices, reception area, other offices located in downtown location with parking. Lease is assumable. Furniture and Equipment: The full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Owner and staff will provide transition support. Software: Accounting: Quick Books. Tax: Drake Note: Owner may consider Seller Financing. |
Available Request Info |
MN1088 | Twin Cities - Multi State Audit Practice | $300,000 | $$250,000 |
Practice details: Current Owner is seeking a Buyer for the niche Audit Clients he has in his portfolio. The existing Audit Clients have been on board for many years and are provided with remote audit services, so very little travel if any is required by the firm providing the audit services. Annual revenue: $300,000 Revenue breakdown: 100% Specialty Audits Facilities: To be provided by Buyer. Furniture and equipment: To be provided by Buyer. Staff: None. Transition support will be provided by Seller Software: Included in purchase price Note: Owner will consider Revenue Guarantee and some Seller Financing. |
Available Request Info |
MN1086 | Central Minnesota | $232,000 | $1x Gross |
Practice details: Retiring owner seeking buyer for profitable and well-established tax and accounting practice. In business over 25 years with a very stable and loyal individual and business client base. Annual revenue: $232,000 Owners Cash Flow: $166,000 Revenue breakdown: Individual tax preparation: 71% Business tax preparation: 9% Write-up/accounting/payroll: 20% Facilities: Suite of 3 offices located in downtown Office Building with parking. Lease is assumable. Furniture and equipment: The full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Owner and staff will provide transition support. Software: Accounting: Quick Books. Tax: SoftTax Note: Owner may provide Revenue Guarantee and Seller Financing |
Sold |
MN1085 | Twin Cities South Metro | $345,000 | $1x Gross |
Practice Details: Long established CPA Tax and Accounting Firm in business for over 20 years. The practices revenue stream is predominately from personal and small business tax prep. Excellent area reputation and a loyal client base. Owner is ready to sell and willing to provide transition support to optimize the client retention for the new owner. Annual Revenue: Growing Gross Revenue pattern at $345,000 Revenue Breakdown: 15% Annual Accounting 85% Business and Personal Tax Prep Owner Cash Flow: Averages 25% of Gross Revenue Facilities: Prime location with 5 Offices, Reception Area, plus Storage. The current lease is assumable. Furniture and Equipment: Multiple offices all fully equipped with all office furniture and all other equipment, networked computers, monitors, copiers, printers etc. all included in the selling price. Staff: The experienced and knowledgeable staff will stay on with new owner plus the current owner will be available to provide Tax Season and transition support to optimize client retention. Software: Accounting: CCH Client Write Up. Tax: CCH Financing: Owner may consider some Seller Financing. |
Sold |
MN1084 | North Central Minnesota | $$826,000 | $TBD |
Practice Details: Well established CPA Tax and Accounting Firm in business over 20 years. This practice has a balanced revenue stream with an excellent area reputation and loyal client base. Seller ready to sell and willing to provide transition support to optimize the client retention for the new owner. Revenue Breakdown: 57% Business and Personal Tax Prep 22% Monthly and Quarterly Accounting 16% Payroll Services 5% Other Services Facilities: Prime location with 7 Offices, Reception Area, Conference Rooms plus Storage. Current lease is assumable. Furniture and Equipment: Multiple offices fully equipped with all office furniture and all other equipment, networked computers, monitors, copiers, printers etc. included in the sale. Staff: The experienced and knowledgeable staff will stay on with new owner plus the current owner will be available to provide Tax Season support and transition support to optimize client retention. Software: Accounting: Quick Books. Tax: C/S, Pro Systems, ATX. Financing: Owner may consider Seller Financing. |
Available Request Info |
MN1083 | Duluth Area | $161,000 | $1x GrossRevenue |
CPA Tax and Accounting Practice Practice Details: Retiring CPA owner seeking qualified buyer for this very profitable CPA practice. This firm has been in business over 20 years with an excellent area reputation and loyal client base. Annual Revenue: Growing revenue stream with 2018 at $161,000. Revenue Breakdown: 60% personal and business tax preparation 40% monthly accounting and payroll services Facilities: Office is located in high traffic location. Lease is assumable. Furniture and Equipment: All office furniture, computers, printers, file cabinets etc. included in the selling price. Staff: The owner will be available for transition support to optimize client retention. Software: Accounting: Quick Books/Peachtree Tax: Drake Note: Owner may consider Seller Financing |
Sold |
MN1082 | East St Paul | $$132,000 | $$129,000 |
Geographic location: East Minneapolis St Paul Metro Listing MN1082 Practice details: Retiring owner seeking buyer for very profitable and well established tax and accounting practice. In business over 20 years with a very stable and loyal individual and business client base. Annual revenue: $132,000 Owners Cash Flow: $121,000 Revenue breakdown: Individual tax preparation: 39% Business tax preparation: 25% Write-up/accounting/other business services: 36% Facilities: Owner is closing the office and wishes to transfer client records and files to buyer’s facilities. Furniture and equipment: The full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Owner will provide transition support. Software: Accounting: Quick Books. Tax: Drake Asking Price: $132,000 |
On Hold |
MN1078 | Northern Minnesota | $589,000 | $600000 |
Geographic Location: Northern Minnesota Practice Details: CPA owner ready to retire. This firm has a great location and has been in business over 30 years with an excellent area reputation and loyal client base. The practice has had a stable revenue pattern with a nicely balanced revenue stream. The owner is ready to sell, however willing to provide transition support to optimize the client retention for the new owner. Annual Revenue: Gross revenue $589,000. . Revenue Breakdown: 25% monthly accounting services 50% personal and business tax preparation 25% payroll and other business services Profitability: Owner’s discretionary cash flow has been stable at 40% of gross revenue. Facilities: Seller owned facility with 3 plus offices and a reception area, Seller will lease or sell to buyer. Furniture and Equipment: Fully equipped with all Office Furniture and all other equipment, networked computers, monitors, copiers, printers etc. included in the price Staff: Key Staff have non-competes and will stay on with new buyer. The owner will be available for an extended transition to provide tax season support and transition support to optimize client retention. Software: Accounting: CS Accounting. Tax: UltraTax. Windows 7. Quick Books and other office and billing software. |
Available Request Info |
MN1076 | MNPLS/STPAUL | $210,000 | $229,000 |
Practice Details: Very Profitable CPA Tax and Accounting, Firm in business over 25 years. This Practice has had significant growth pattern in the past few years with a tax preparation oriented revenue stream. Excellent area reputation and loyal client base. Seller ready to sell now, however willing to provide transition support to optimize the client retention for the new owner. Annual Revenue: Gross Revenue for > $210k Growth has averaged a consistent year over year revenue increase of 25%+ Profitability: Owner’s Cash Flow exceeded 50% of Gross Revenue. Facilities: Assumable leased facility with 3 Offices, Reception Area, Conference room plus Storage. Furniture and Equipment: Fully equipped with all Office Furniture and all other equipment. Networked computers, monitors, copiers, printers etc. included in the Price Staff: The experienced and knowledgeable staff will stay through transition, possibly beyond. Seller will be available for transition support to optimize client retention. Software: Accounting: Quick Books. Tax: Drake, Lacerte. Plus office and billing software. |
Available Request Info |
MN1077 | Northern Minnesota | $279,000 | $279,000 |
Geographic location: Northern Minnesota |
Available Request Info |
MN1074 | Twin Cities | $175,000 | $184,000 |
Geographic location: Twin Cities |
Available Request Info |
MN1075 | Twin Cities | $800,000 | $750,000 |
Geographic Location: North of Minneapolis |
Available Request Info |
MN1071 | Central Minnesota | $120,000 | $120,000 |
Practice details: CPA Owner ready to sell accounting and tax practice. The revenue is nicely split with 42% accounting and 50% tax preparation. In business over 10 years with loyal client following. Annual revenue: at $120,000. |
Available Request Info |
MN1073 | North Central MN | $250,000 | $250,000 |
Practice details: Retiring CPA Owner seeking qualified buyer for his accounting and tax practice. The revenue is evenly split with 50% accounting and 50% tax preparation. In business over 10 years with loyal client following. Annual revenue: projected at $250,000. |
Sold |
MN1079 | Twin Cities | $1,100,000.00 | $1x Gross |
Tax and Accounting Practice for Sale Listing # MN 1079 Geographic Location: Minneapolis Metro Area Practice Details: Very profitable firm with motivated seller located in the Minneapolis MN Metro Area. This firm has been in business for over 20 years and has a solid mix of tax preparation services, monthly write up and bookkeeping clients and other accounting services as well. Very high net worth client base with top dollar bill rates, and near 100% client retention. Annual Revenue: Revenue pattern is growing annually at $1,100,000. Owner works only Part-Time only 2-3 days per week! Average Tax Return >$1100 Average Bkkp’g client >$7200 Owners Cash Flow: 30% of gross revenue, working < 1000 hours per year Revenue Breakdown: 55% business and personal tax preparation 25% monthly and quarterly accounting services 20% other accounting services Staff: Experienced and knowledgeable staff will stay on with new owner. CPA,EA and staff essentially run business, with owner working part-time, even during tax season. Seller will provide transition support. Facilities: Excellent location in a high traffic Class AA office building with multiple offices for management and staff, plus reception area and conference room. Furniture and Equipment: Full complement of server, networked computers, scanners, printers, work stations, etc. and software and all office furniture and equipment included in price. Software: Accounting: Quick Books Tax Prep: Lacerte Office: ACT CRM System |
Available Request Info |
MN1080 | Northern Minnesota | $660000 | $600000 |
CPA Tax and Accounting Practice for Sale Listing MN1080 Geographic location: Northern Minnesota Practice details: CPA Owners seeking buyer for very profitable well established tax and accounting practice. The Practice has been in business over 25 years with a diversified, (business and individual), and established loyal client base. Steady revenue and profit stream. Annual Revenue: $670,000 Owners Cash Flow: $328,000 Revenue breakdown: Individual tax preparation: 30% Business tax preparation: 50% Write-up/accounting/other business services: 20% Facilities: Excellent location. Multiple fully equipped working offices plus reception and conference areas. Assumable lease. Furniture and equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Staff will stay on with new owner plus current owner will provide transition support. Software: Accounting: Easy Acct, Quick Books. Tax: Ultra Tax Asking Price: $600,000 |
Sold |
MN1081 | Central Minnesota | $290,000 | $$270,000 |
Geographic location: Central Minnesota, only 1 hour from Twin Cities Practice details: Owner seeking buyer for very profitable and well established tax and accounting practice. The practice has been in business over 20 years with a loyal and established individual and business client base with a steadily growing revenue and profit stream. Annual revenue: $292,000 Owners Cash Flow: $148,000 Revenue breakdown: Individual tax preparation: 50% Business tax preparation: 10% Write-up/accounting/other business services: 40% Facilities: Excellent downtown location. Multiple fully equipped working offices plus reception and conference areas. New owner will have option to lease or buy. Furniture and equipment: New Networked Computers, 4 work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Staff will stay on with new owner plus current owner will provide extended transition support. Software: Accounting: Quick Books. Tax: Ultra Tax |
Available Request Info |
Listing Number | Location | Annual Gross | Asking Price | Description | Status |
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MO2101 | Springfield, MO | $314,000 | $1x Gross |
Practice Details: This well-established CPA practice for sale produces gross revenues of approximately $314,000. This practice serves a loyal client base to generate referrals and expand service opportunities, with consistent year-over-year growth. This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA or EA ready to jump into practice ownership or make a profitable addition to another established firm looking to expand in this market. Cash Flow to the Owner of $80,000. Facilities: Attractive office space on a main thoroughfare. First-floor office spaces with a reception, kitchen, and server room. Parking. Convenient to clients. |
Available Request Info |
MO2095 | Southwest MO | $275,000 | $1x Gross |
Practice Details: This well-established CPA practice for sale produces gross revenues of approximately $275,000, balanced between tax (50%) (of which 83% is personal and 17% is business), accounting (6%), and payroll (26%), and consulting (18%) to provide year-round income. Ideally located in an area known for a high-quality life, this reputable practice serves a loyal client base that should generate referrals and expand service opportunities. It has a solid fee structure and produces cash flow to the owner of more than 47% of gross—good year-over-year growth. This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA or EA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market Very little local competition. Annual Revenue: $275,000 ($295,000 projected for 2021) Owners Cash Flow: $135,262 Average Bill Rate: $165/hr Facilities: Attractive office building on the main street. First-floor office spaces with a reception and conference room. Parking. Convenient to business clients and local restaurants. Owned by the practice owner. Favorable lease terms. Furniture and Equipment: Networked Computers, workstations, and a full complement of office furniture, printers, copiers, plus all other equipment and software included. Software: ATX and QB Staff: Owner + one FT + one PT and two seasonal. Very competent staff will stay on after the sale. Owner will stay on as long as needed to facilitate a smooth transition. |
Available Request Info |
MO2083 | Central Missouri, Servicing Phelps, Texas and Dent counties | $166000 | $159000 |
Geographic Location: Central Missouri, Servicing Phelps, Texas and Dent counties Practice Details: CPA owner seeking qualified buyer for this profitable CPA practice. This firm has been in business over 10 years with an excellent area reputation and loyal client base. Annual Revenue: Growing revenue stream at $166,000. Revenue Breakdown: 64% personal and business tax preparation 18% monthly accounting and payroll services 18% other business services Facilities: High traffic office location with office and conference room, storage and a reception area. Lease is assumable. Furniture and Equipment: All office furniture, computers, printers, file cabinets etc. included in the selling price. Staff: The owner and staff will be available for transition support to optimize client retention. Software: Accounting: Quick Books Tax: Drake |
Available Request Info |
MO2087 | Central Missouri | $1.4M | $TBD |
Practice Details: This well-established CPA practice for sale in Central Missouri produces annual gross revenues of approximately $1,377,000, which are nicely balanced between tax (40%), accounting (42%), and consulting/misc (18%) to provide year-round income.
Chosen as “America’s Most Beautiful Small Town,” breathtaking natural landscapes, historic buildings, and landmarks make this service and manufacturing center an ideal location. Ideally located in an area known for high-quality of life, low cost of living, this reputable practice serves a loyal client base that should generate referrals and provide opportunities for expansion of services. Voted “A best city for starting a business and for career opportunities.”
It has a solid fee structure and produces strong cash flow to the owner of more than 41% of gross. This turn-key practice is primed for a new owner, a smooth transition, and continued growth.
It would be the perfect size for highly experienced CPA’s ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market.
Annual Revenue: $1,377,100
Owners Cash Flow: $569,000
Revenue breakdown: Individual and Business tax preparation: 40%; Write-up/Accounting 42%; Consulting/Misc 18%
Facilities: Architecturally appropriate, free-standing two-level building on main street, high visibility intersection. Parking in front and back for 32 autos. Convenient to business clients and local restaurants.
Furniture and Equipment: Networked Computers, work stations, and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price.
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Available Request Info |
MO2085 | St. Louis Metro | $318,500 | $1 x Gross Depending on terms |
Practice Details: Long established CPA Tax and Accounting Firm in business since 1982. The practices revenue stream is primarily from personal and small business tax prep along with bookkeeping services and retirement planning. Excellent area reputation and a loyal client base. Strong billing rates. Owner ready to sell and willing to provide transition support to optimize the client retention for the new owner. Annual Revenue: Steady Gross Revenue -$318,500. Revenue Breakdown: 8% Accounting – Quarterly and Annual 62% Personal Tax Prep 19% Business Tax Prep 11% Tax and Retirement Planning Owner Cash Flow: Averages 56% of Gross Revenue Facilities: Prime location along well-traveled thoroughfare Six offices, reception area, plus storage. Near many local businesses. The current lease is assumable. Furniture and Equipment: Multiple offices all fully equipped with all office furniture and all other equipment, networked computers, monitors, copiers, printers etc. all included in the selling price. Staff: The experienced and knowledgeable loyal staff will stay on with new owner plus the current owner will be available to provide tax season and transition support to optimize client retention. Software: Accounting: PC Software. Tax: Ultra Tax Financing: Available |
Available Request Info |
Listing Number | Location | Annual Gross | Asking Price | Description | Status | |
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MT2215 | Bozeman Area | $250,000 | $TBD based on terms |
First-time buyers. Be part of one of the area’s leading tax practices. Step right into a book of loyal clients. Growing your existing practice? Let’s talk about synergies. Practice Details: This well-established practice for sale produces gross revenues of approximately $250,000. Cash Flow to the Owner of $170,000 (70%). Personal and Business Tax preparation: 98% of revenue. Facilities: High visibility location. Professional office building with a reception, breakroom, and conference room. Convenient to clients. Staff: Seasoned staff will stay. The Owner will facilitate a smooth transition. This practice serves a loyal client base to generate referrals and expand service opportunities, with significant year-over-year growth. This turn-key practice is primed for a new owner, a smooth transition, and continued growth. |
Available Request Info |
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MT2210 | Billings MT | $650,000 | $1x Gross |
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Available Request Info |
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MT2094 | Southern Montana | $532,000 | $599,000 |
Geographic Location: Southern Montana – Highly desirable university town with near-endless year-round recreational opportunities. Practice Details: This well-established CPA practice for sale produces gross revenues of approximately $532,000, which are nicely balanced between tax (51%) (of which 52% is personal and 48% is business), accounting (30%), and payroll (14%) and consulting (5%) to provide year-round income. Ideally located in an area known for a high-quality life, higher median income, and strong growth, this reputable practice serves a loyal client base that should generate referrals and expand service opportunities. It has a solid fee structure and produces cash flow to the owner of more than 40% of gross—strong year-over-year growth. This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market. Annual Revenue: $532,000 Owners Cash Flow: $213,000 Revenue breakdown: Individual and Business tax preparation: 51% Write-up/Accounting: 30%, Payroll: 14%,Consulting/Training 5% Average Bill Rate: $200/hr Facilities: Architecturally appropriate condo office building on the main street. Five first-floor office spaces with a reception and conference room. Parking. Convenient to business clients and local restaurants. Assumable lease. Furniture and Equipment: Networked Computers, workstations, and a full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Software: QB and Lacerte. Staff: Owner + two FT + two PT. Very competent staff will stay on after the sale. Owner will stay on as long as needed. Revenue Guarantee: available |
Sold | |
MT2081 | NW Montana | $333,000 | $1x Gross |
Northwest Montana Tax and Accounting Practice For Sale Geographic Location: Northwest Montana – Resort town in the Rocky Mountains. Gateway to the jagged peaks, lakes and glacier-carved valleys of Glacier National Park. Ski – Hunt – Fish – Hike – Camp… Practice Details: This well-established CPA practice for sale in Northwestern Montana produces annual gross revenues of approximately $333,000, which are nicely balanced between tax (65%), accounting (25%), and payroll (10%) to provide year-round income. Ideally located in an area known for high-quality of life, low cost of living, and an abundance of outdoor recreational opportunities, this reputable practice serves a loyal client base that should generate referrals and provide opportunities for expansion of services. It has a solid fee structure and produces strong cash flow to owner of more than 50% of gross. This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market. Annual Revenue: $333,000 Owners Cash Flow: $162,000 Revenue breakdown: Average Bill Rate: $220/hr Facilities: Architecturally appropriate, free-standing building on main street. Five first-floor office spaces with handicap accessible restrooms. Parking in front and back. Convenient to business clients and local restaurants. Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: One FT + one Seasonal |
Sold | |
MT2050 | Western Montana | $480000 | $$CALL |
Geographic Location: Western Montana (Listing #MT2050) Practice Details: CPA Owner looking forward to retirement and a long successful career, is seeking a qualified buyer for profitable well established tax and accounting practice. The Practice has been in business over 19 years with an established and diversified client base. Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention. Annual Revenue: $480,000 Owners Cash Flow: $168,000 Revenue breakdown: Average Tax Return: >$275 Average Write-up Client: >$10,500 Facilities: Excellent location. Multiple fully equipped working offices plus reception and conference areas. Owner occupied; seller is open to selling or leasing to new practice owner. Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Five (5). Two are seasoned CPA’s. Software: ProSystems and Peachtree |
Sold | |
MT2052 | Central Montana | $287000 | $300000 |
Geographic Location: Central Montana (Listing #MT2052) Practice Details: Long-standing, stable practice, single owner CPA is ready to sell. The Practice has been in business over 22 years with an established and diversified client base. Annual Revenue: $287,000 Owners Cash Flow: $118,000 Revenue breakdown: Average Tax Return: >$325 Average Write-up Client: >$9,000 Facilities: Excellent location. Owner owned. Wishes to sell however is open to leasing space to the new practice owner. Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: One seasoned Professional plus part-time Office Manager. Seasonal interns available from local university. Software: Lacerte and Quickbooks |
Available Request Info |
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MT2054 | Eastern Montana | $175000 | $169000 |
Geographic Location: Eastern Montana (Listing #MT2054) Practice Details: CPA Owner retiring and seeking qualified buyer for profitable well established Tax Preparation business. The Practice has been in business over 15 years with an established and loyal client base. Consistent revenue growth. Annual Revenue: $175,000 Owners Cash Flow: $73,500 Revenue breakdown: Average Tax Return: >$325 Average Write-up Client: na Facilities: Excellent location with ample parking. Just off major highway. Fully equipped offices. Assumable Lease. Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Staff will stay on. Current owner will provide transition support. Software: Lacerte. |
Available Request Info |
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MT2080 | Western | $450000 | $399000 |
Geographic Location: Western Montana (Listing #MO 2080) – PENDING Practice Details: This well-established CPA practice for sale in Western Montana produces annual gross revenues of approximately $450,000, which are nicely balanced between tax (54%), accounting (35%) and other services (11%) to provide year-round income. Ideally located in an area known for high-quality of life, low cost of living and an abundance of outdoor recreational opportunities, this reputable practice serves a loyal client base that should generate referrals and provide opportunities for expansion of services. It has a solid fee structure and produces strong cash flow to owner of more than 50% of gross. With a knowledgeable staff in place and recent technology upgrades, which have enhanced productivity and overall efficiency, this turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market. Annual Revenue: $450,000 Owners Cash Flow: $232,500 Revenue breakdown: Average Tax Return: >$275 Average Write-up Client: >$10,000 Facilities: Very professionally appointed multi-office with reception and conference room is available for either lease or purchase. Convenient to business clients and local restaurants. Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Three plus office manager |
Sale Pending |
Listing Number | Location | Annual Gross | Asking Price | Description | Status |
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NC2095 | Raleigh Durham Area | $700,000 | $Call |
Practice Details: This outstanding tax practice is located in the fast-growing Research Triangle area and is primed for continued growth. Serving a loyal client base in a region with strong economic growth, this firm presents an opportunity for referrals and expanded services for the first-time practice owner or an established firm looking to expand. Owner will assist with a smooth transition. Annual Revenue: $700,000 and on pace to hit $770,000 in 2023 Revenue Breakdown: Individual and Business tax: 61%; Accounting and Payroll 32%; Reviews, Audits, Compilation 5%; other 2% Facilities: Conveniently located charming office with reception area; assumable lease Furniture and Equipment: Included in the sale Staff: Experienced CPA, manager, accountants will stay on Software: Lacerte, Quick Books, TPS and Thompson Reuters for Audits |
Available Request Info |
NC2094 | Charlotte Area | $1,100,000 | $Call |
Practice Details: Highly profitable metro area practice in fast-growing and desirable area. Two partners, extended transition possible if desired Owners Cash Flow: ~$500,000 Revenue breakdown: Individual and Business tax preparation: 65% Write-up/Accounting/Payroll: 30% No Audits/Reviews Facilities: Conveniently located, fully renovated office condo. 2550 square feet with two reception areas, two copy rooms, and kitchen. Assumable lease. Furniture and Equipment: Networked computers, newer equipment and furniture all included Staff: Six full time (would like to stay on) plus two seasonal. Software: Quickbooks, Ultratax |
Available Request Info |
NC2093 | Raleigh Durham Area | $150,000 | $Call |
Practice details: This well-established CPA practice for sale produces gross revenues of approximately $150,000 and generates close to 90% cash flow. Ideally located in an area known for a high-quality life, higher median income, and strong population growth, this reputable practice serves a loyal client base that should generate referrals and expand services opportunities. This turn-key practice is primed for a new owner, a smooth transition, and continued growth. Annual Revenue: $150,000 Owners Cash Flow: $135,000 Revenue breakdown: Individual and business tax preparation 94%, Write-up/Payroll 4% Facilities: Condo office in a small office park, owned by practice seller. Available for lease. Software: Drake and QuickBooks |
Sold |
NC2092 | Southeastern North Carolina | $100,000 | $110,000 |
Practice details: Retiring Owner seeking buyer for a profitable tax and accounting practice in a desirable and growing area. Primed for expansion, this firm has an established and loyal client base. Annual Revenue: $100,000 Owners Cash Flow: $78,000 Revenue breakdown: Individual and business tax preparation: 65%, Accounting/Write-up: 30%, Other: 5% Facilities: Home-based business Software: QuickBooks, Drake |
Sold |
NC2064 | Charlotte Area | $1.3M | $1x Gross |
Geographic Location: Charlotte Area Practice Details: Highly profitable metro area practice. Retiring after 24 years, the single owner will stay on to transition accounts to new owner. Great write-up business. Annual Revenue: $1.3M Owners Cash Flow: $524,000 Revenue breakdown: Individual and Business tax preparation: 26% Write-up/Accounting/Payroll/Audit: 74% Facilities: Upscale working offices plus conference room and reception area. Assumable lease. Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Six plus office manager Software: QuickBooks, ProSystems |
Sold |
NC2059 | Durham Area | $650,000 | $599,000 |
Geographic Location: Durham Area Practice Details: This metro area practice is owned by two partners, both looking to retire after more than 30 years. With an excellent reputation and loyal clients, this business has a growing revenue pattern and balanced revenue stream. Annual Revenue: $589,000 2020; $650,000 projected 2021 Owners Cash Flow: $268,000 Revenue breakdown: Individual and Business tax preparation: 52% Write-up/Accounting/Payroll/Audit: 48% Facilities: Assumable lease. Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: part-time office manager Software: QuickBooks, ProSystems |
Sold |
NC2091 | Southeastern NC | $175,000 | $180,000 |
Geographic Location: Southeastern NC Practice Details: Profitable and stable practice with excellent referrals. Annual Revenue: $175,000 Owners Cash Flow: $116,000 Revenue breakdown: Individual and business tax preparation: 72% Write-up: 28% Facilities: Home-based business. Software: QuickBooks, ProSystem FX |
Sold |
Listing Number | Location | Annual Gross | Asking Price | Description | Status |
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ND2102 | SE North Dakota | $675,000 | $1x Gross |
Are you currently working as a staffer? Here’s your chance to own the American dream. Are you growing your existing practice? Step right into a book of current and loyal clients. Practice Details: This well-established CPA practice for sale produces gross revenues of approximately $675,000. Mix: 60% tax preparation and 40% accounting for year-round revenue. Staff: The Owner is motivated to sell and will facilitate a smooth transition. |
Available Request Info |
ND2097 | North Central ND | $600,000 | $1x Gross |
Enjoy the quality of life. Build your practice and raise your family in a beautiful city with friendly people and loyal clients. Practice Details: This well-established CPA practice for sale produces gross revenues of approximately $600,000, balanced between tax (52%) and accounting/payroll (48%) to provide year-round income. This reputable practice serves a loyal client base that should generate referrals and expand service opportunities. It has a solid fee structure and produces cash flow to the owner of more than $324,000 with consistent year-over-year growth. This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA or EA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market Clients: Real Estate, Restaurants, Retail Establishments, Small Manufacturing, Farming and Medical, and Other Professional Services. Average Bill Rate: $200/hr Facilities: Attractive office in a business office park. First-floor office spaces with a reception and conference room. Parking. Convenient to business clients and local restaurants. Favorable lease terms. Staff: Owner + 11 FT/PT/Seasonal (3 CPAs). Very competent staff will stay on after the sale. The Owner will stay on as long as needed to facilitate a smooth transition (and even longer). Seller financing considered. |
Available Request Info |
ND2060 | Eastern ND | $252000 | $249000 |
Geographic Location: Eastern North Dakota (Listing # ND 2060) Practice Details: The owner is ready to sell this profitable CPA firm located in Eastern North Dakota. The practice has been in business for over 30 years and has a loyal client base with revenue coming from Individual and Business Tax Preparation, Reviews/Audits and Compilation work. Annual Revenue: $252,000 Revenue Breakdown: 62% Personal and Business tax preparation 33% Review/Audit 3% Write-up Staff: Experienced and knowledgeable staff will stay on with new owner, plus the seller will provide transition support. Facilities: Located in near downtown office building with an assumable lease. Two fully equipped offices plus reception area and conference room and storage area. Furniture and Equipment: Computers, scanners, printers, work stations, etc. and software and all office furniture and equipment included in price. Software: Accounting: Client Write-Up, Quick Books Tax Prep: TaxWise |
Sold |
ND1050 | SE North Dakota | $190000 | $195000 |
Geographic location: SE North Dakota (Listing #ND 1050) Practice details: Owners seeking buyer for very profitable well established tax and accounting practice. The Practice has been in business over 6 years with a diversified, (business and individual), established and loyal client base. Annual revenue: $190,000 Owners Cash Flow: $76,000 Revenue breakdown: Individual and Business tax preparation: 78% Write-up/Accounting/Payroll: 22% Facilities: Excellent downtown location. Multiple fully equipped working offices plus reception and conference areas. Assumable lease. Furniture and equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Staff will stay on with new owner plus current owner will provide transition support. Software: Accounting: Quick Books Pro. Tax: Pro Series Professional |
Available Request Info |
ND2054 | Rural | $195000 | $179000 |
Geographic Location: Rural (Listing #ND2054) Practice Details: Here’s a nice established practice for someone looking to jump start going out on their own or for a long-time practitioner looking to slow down to semi-retirement. The owner is willing to stay involved to help insure a successful transition of the clients and the present staff tax accountant could possibly be retained for another one or two tax seasons to help ease into taking over the workload. Annual Revenue: $195,000 Owners Cash Flow: $86,000 Revenue breakdown: Average Tax Return: >$250 Average Write-up Client: >$12,500 Facilities: The owner-occupied building is also available, either to lease or acquire, providing room for expansion as well as current rental income. Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: One Software: Lacerte, QuickBooks |
Sold |
ND2056 | City | $615000 | $$CALL |
Geographic Location: North Dakota (Listing #ND 2056) Practice Details: Two-owner tax and accounting practice in vibrant northeastern ND town. The Practice has been in business over 25 years with an established and diversified client base. Owners are looking forward to retirement after a long, successful career. Owners anticipate assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention Annual Revenue: $615,000 Owners Cash Flow: $375,000 Revenue breakdown: Consulting and ad hoc: 12% Facilities: Excellent location. Beautiful modern office building along main business street with ample off street parking. Multiple fully equipped working offices plus reception and conference areas. Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Practice has two long-time employees; one professional and one clerical Software: CCH ProFx, Quickbooks and Sage |
Sold |
ND2057 | Central | $284000 | $279000 |
Geographic Location: Central North Dakota (Listing #ND 2057) Practice Details: CPA Owner retiring and seeking qualified buyer for profitable well established tax and accounting practice. Well established, stable practice with excellent growth potential. Highly structured client appointment system to effect efficient tax season workload. Excellent technology system enabling working remotely to extent desired Annual Revenue: $287,000 Owners Cash Flow: $145,000 Revenue breakdown: Consulting: 9% Average Tax Return: >$300 Average Write-up Client: >$7,000 Facilities: Very professionally appointed, owner occupied and available for either lease or purchase Fully equipped working offices plus reception and conference areas. Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Two Software: Lacerte |
Sold |
ND2058 | Western | $236000 | $199000 |
Geographic Location: North Dakota (Listing #ND 2058) – PENDING Practice Details: This well-established tax & accounting practice for sale in Western ND produces annual gross revenues of approx. $236,000. It’s located in a beautiful and growing region where outdoor recreational opportunities such as fishing, hunting, hiking and camping are limitless. The practice has earned a reputation in the community for providing high-quality, personal service and has developed a loyal client base of individuals and businesses. It has a solid fee structure and generates strong cash flow to owner of more than 50% of gross. With a highly-visible office and a tenured, seasonal staff in place, this turn-key practice would be the perfect size and opportunity for any experienced accountant ready to grow a profitable business in an ideal setting. Annual Revenue: $236,000 Owners Cash Flow: $126,000 Revenue breakdown: Average Tax Return: >$275 Average Write-up Client: >$10,000 Facilities: Hi visibility location. Efficient working offices plus conference room. Ample parking. Assumable Lease. Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Two Software: Lacerte, Quickbooks |
Sale Pending |
Listing Number | Location | Annual Gross | Asking Price | Description | Status |
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NY1081 | Western NY | $570,000 | $600,000 |
Geographic Location: Western NY Practice Details: Long-standing, stable practice, single owner CPA. This practice has been in business more than 20 years with an established client base. Annual Revenue: $570,000 Owners Cash Flow: $280,000 Revenue breakdown: Individual and Business tax preparation: 55% Write-up/Accounting/Other: 45% Facilities: Excellent location. Owner owned – interested in leasing space to the new practice owner. Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: One seasoned professional plus part-time office manager. Software: Lacerte and QuickBooks |
Available Request Info |
NY1091 | NYC Metro | $610,000 | $1x r |
Geographic Location: NYC Metro Practice Details: Excellent growth over past ten years. Tax (62%) and Write-Up/Accounting (38%). Exceptional cash flow and loyal clients. Seller willing to commit to extended transition on a part-time basis. Annual Revenue: $610,000 Owners Cash Flow: $310,000 Revenue breakdown: Individual and Business tax preparation: 62% Write-up/Accounting: 38% Facilities: Assumable lease. Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Three Professional plus seasonal Software: QuickBooks, ProSystems |
Sold |
NY1071 | Westchester County | $1.4M | $1x Gross |
Geographic Location: Westchester County Practice Details: Outstanding CPA practice in metro area with experienced staff. Three partners, all willing to assist in transition to new owner. Annual Revenue: $1.4M Owners Cash Flow: $630,000 Revenue breakdown: Individual and Business tax preparation: 60% Audit/Other: 40% Facilities: Excellent location. Partner owns building, willing to lease. Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: 4 CPAs, 3 Seasonal |
Sold |
NY1074 | West Central NY | $377,000 | $1x Gross |
Geographic Location: West Central NY Practice Details: This established New York CPA practice has been steadily growing, offering a full range of accounting, tax and management services and providing year-round revenue. Revenues are nicely balanced: tax (54%), write-up/accounting (38%), and audit/reviews/other services (8%). It is the perfect turn-key opportunity for an experienced accountant eager to own a practice, or a nice addition for a firm interested in expanding. Annual Revenue: $377,000 Owners Cash Flow: $175,000 Revenue breakdown: Individual and Business tax preparation: 54% WriteUp/Accounting/Audit/Other 46% Facilities: Professionally appointed, owner occupied and available for either lease or purchase. Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Two plus seasonal Software: QuickBooks, Drake |
Available Request Info |
Listing Number | Location | Annual Gross | Asking Price | Description | Status | |
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OH2097 | Western Ohio | $1,300,000 | $1,300,000 +- depending on terms |
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Available Request Info |
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OH2095 | Central Ohio | $1.6M | $TBD |
Practice Details: Outstanding CPA Tax practice in major metro area with experienced and dedicated staff. 3 CPA partners willing to stay to transition as needed. Very good cash flow and located in affluent neighborhood. Annual Revenue: 2020: $1,600,000 Owners Cash Flow: 2020: $810,000 Revenue breakdown: Individual and Business tax: $1,200,000 Audit: $115,000 Facilities: in great section of major metro area, partner owns the free-standing building, offices are 1400 total square feet but more room available, near major university, rent is $1750/mo. Furniture and Equipment: all computers, and server phone system come with the practice, the usual reception furniture and cabinets plus all other equipment and software included in selling price. Staff: (8) – 4 full time CPA, 1 part time, 3 seasonal. Software: ACCOUNTING CS & ULTRA TAX, PLANNER AND FIXED ASSET CS |
Sold | |
OH 2083 | Central Ohio | $1M | $1x Gross |
Practice Details: Very profitable practice in business over 60 years near a growing Metro area. Owners have excellent reputation and have built the leading accounting and consulting practice in their area. Nicely balanced mix of business and excellent cash flow. Annual Revenue: 2020: $1060,000 Owners Cash Flow: 2020: 550,000 Revenue Breakdown: Individual and Business Tax : $767,000 Write-Up/Accounting: $216,000 Other: $77,000 Owner billing rate: $200/Hour Staff rate: $100/Hour Facilities: 28 miles from Major Metro Area in the business district of a small town. 5 Offices with Reception area. Assumable lease. Furniture and equipment: All computers, phone system, furniture, cabinets other equipment and software included in price. Staff: 4 full time CPA’s. 2 part time and 2 seasonal employees Software: CCH ProSystem, Ultra Tax, Asset Keeper, Value Source |
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OH2081 | Northern and Central Ohio | $2M | $~1x Gross |
Practice Details: Well established CPA Tax and Accounting Firm in business over 15 years. This multiple location practice has a nicely balanced revenue stream with excellent area reputations and multiple loyal client bases. Owners ready to sell and willing to provide extended transition support to optimize the client retention for the new owner. Annual Revenue: Gross Revenue at ~$2,000,000 Revenue Breakdown: 25% Monthly and Quarterly Accounting 50% Business and Personal Tax Prep 10% Payroll Services 10% Audit Services 5% Other Services Facilities: Prime locations with multiple Offices, Reception Areas, Conference Rooms plus Storage Areas. Leases are negotiable. Furniture and Equipment: Multiple offices fully equipped with all office furniture and all other equipment, networked computers, monitors, copiers, printers etc. included in the selling price. Staff: The experienced and knowledgeable staff members will stay on with new owner plus the current owners will be available to provide Tax Season support and other transition support to optimize client retention. Software: Accounting: Thompson Reuters CS Tax: Ultra Tax Financing: Owner will consider Seller Financing and Revenue Guarantees. |
Sold |
Listing Number | Location | Annual Gross | Asking Price | Description | Status |
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PA2320 | NW Suburbs Philadelphia | $400,000 | $499,000 |
It would be the perfect size for an experienced individual PA or EA ready to jump into practice ownership or make a profitable addition to another established firm looking to expand in this market. Practice Details: This well-established PA practice for sale produces gross revenues of approximately $400,000. Revenue Stream: Tax and monthly and annual accounting. Unique billing model. This turn-key practice is primed for a new owner, a smooth transition, and continued growth.They serve a loyal client base to generate referrals and expand service opportunities with impressive year-over-year growth. Primed for a new owner, a smooth transition, and continued growth. Cash Flow to the Owner: $275,000 = 68% Facilities: High visibility location. First-floor office spaces with a reception, breakroom, and conference room. Parking. Convenient to clients.Seller owns the building. Favorable lease terms. |
Available Request Info |
PA2096 | South Central PA | $540,000 | $1x Gross |
Practice Details: This well-established CPA practice for sale produces gross revenues of approximately $540,000, balanced between tax (65%), accounting (14%), payroll (17%), and consulting (4%) to provide year-round income. Ideally located in an area known for a high-quality life, this reputable practice serves a loyal client base that should generate referrals and expand service opportunities. It has a solid fee structure and produces cash flow to the owner of more than $182,500 —year-over-year growth. This turn-key practice is primed for a new owner, a smooth transition, and continued growth. It would be the perfect size for an experienced individual CPA or EA ready to jump into practice ownership or would make a profitable addition to another established firm looking to expand in this market Clients: Real Estate, Restaurants, Retail Establishments, Small Manufacturing, Farming and Medical, and Other Professional Services. Average Bill Rate: $165/hr Facilities: Attractive office on the main street. First-floor office spaces with a reception and conference room. Parking. Convenient to business clients and local restaurants. Favorable lease terms. Software: Drake and QB Staff: Owner + four. Very competent staff will stay on after the sale. Owner will stay on as long as needed to facilitate a smooth transition. |
Available Request Info |
PA2080 | West Central Pennsylvania | $249,000 | $1x Gross |
Practice details: Retiring owners seeking buyer for a very profitable and well-established CPA tax and accounting practice. In business over 35 years with a very stable and loyal individual and business client base. Located within 30 miles of a major metro area, this turn-key practice would be the perfect size and opportunity for a first-time owner ready to grow a profitable business through an effortless transition process, or an established practice ready to tuck-in, and these wonderful sellers want nothing more than a smooth transaction! Annual Revenue: $249,312 Owners Cash Flow: $164,000 / 64% Revenue breakdown: Facilities: Owner is closing the office and wishes to transfer all client records and files to buyer’s facilities. Staff: Two, will stay on Software: Accounting: Quick Books Pro. Tax: Ultra Tax CS |
Available Request Info |
PA2058 | North | $236,000 | $199,000 |
Geographic Location: Pennsylvania (Listing #PA2058) Practice Details: This well-established tax & accounting practice for sale in Northern PA produces annual gross revenues of approx. $236,000. It’s located in a beautiful and growing region where outdoor recreational opportunities such as fishing, hunting, hiking and camping are limitless. The practice has earned a reputation in the community for providing high-quality, personal service and has developed a loyal client base of individuals and businesses. It has a solid fee structure and generates strong cash flow to owner of more than 50% of gross. With a highly-visible office and a tenured, seasonal staff in place, this turn-key practice would be the perfect size and opportunity for any experienced accountant ready to grow a profitable business in an ideal setting. Annual Revenue: $236,000 Owners Cash Flow: $126,000 Revenue breakdown: Average Tax Return: >$275 Average Write-up Client: >$10,000 Facilities: Hi visibility location. Efficient working offices plus conference room. Ample parking. Assumable Lease. Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Two Software: Lacerte, Quickbooks |
Sale Pending |
PA2050 | North East | $480,000 | $$Call |
Geographic Location: North Eastern PA (Listing #PA2050) Practice Details: CPA Owner looking forward to retirement and a long successful career, is seeking a qualified buyer for profitable well established tax and accounting practice. The Practice has been in business over 19 years with an established and diversified client base. Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention. Annual Revenue: $480,000 Owners Cash Flow: $168,000 Revenue breakdown: Average Tax Return: >$275 Average Write-up Client: >$10,500 Facilities: Excellent location. Multiple fully equipped working offices plus reception and conference areas. Owner occupied; seller is open to selling or leasing to new practice owner. Furniture and Equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Five (5). Two are seasoned CPA’s. Software: ProSystems and Peachtree |
Available Request Info |
PA2072 | South East | $680,000 | $649,000 |
Geographic Location: South Eastern PA- (Listing #PA 2072) Practice Details: This CPA practice for sale in a desirable city in south eastern Pennsylvania and has annual gross revenues of approximately $680,000. This well-established, predominately tax practice produces high-level tax services for its sophisticated clientele of individuals and businesses. The practice has a great reputation in the area and has been steadily growing over the years, despite a low marketing budget, through pristine customer service which generate referrals. As an added benefit, a solid amount of the work is “automated,” encompassing many of the local clients in which QB files are e-mailed and many documents sent via PDF electronically. The practice is also equipped with two excellent, long-term CPA employees who should help aid in the transition and future prosperity of the practice. This opportunity would make a great fit for an individual looking to plant roots in the area and start off with a well-oiled machine. Annual Revenue: $680,000 Owners Cash Flow: $326,000 Revenue breakdown: Average Tax Return: $290 Average Write-up Client: $9,600 Facilities: Suburban location but close to business clients. Modern working offices plus conference room. Assumable lease. Furniture and Equipment: Networked Computers, work stations and full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Three plus seasonal Software: Quickbooks, Lacerte |
Sold |
PA2079 | Metro | $1,100,000 | $SOLD for $1,219,000 in 82 days |
Geographic Location: Pittsburgh Metro Area (# PA2079) Practice Details: Very profitable firm with motivated seller located in the Pittsburgh Metro Area. This firm has been in business for over 20 years and has a solid mix of tax preparation services, monthly write up and bookkeeping clients and other accounting services as well. Very high net worth client base with top dollar bill rates, and near 100% client retention. Annual Revenue: Revenue pattern is growing annually with $1,100,000. Owner works only Part-Time only 2-3 days per week! Average Tax Return >$1100 Average Bkkp’g client >$7200 Owners Cash Flow: 30% of gross revenue, working < 1000 hours per year Revenue Breakdown: 55% business and personal tax preparation 25% monthly and quarterly accounting services 20% other accounting services Staff: Experienced and knowledgeable staff will stay on with new owner. CPA,EA and staff essentially run business, with owner working part-time, even during tax season. Seller will provide transition support. Facilities: Excellent location in a high traffic Class AA office building with multiple offices for management and staff, plus reception area and conference room. Furniture and Equipment: Full complement of server, networked computers, scanners, printers, work stations, etc. and software and all office furniture and equipment included in price. Software: Accounting: Quick Books Tax Prep: Lacerte Office: ACT CRM System |
Sold |
PA2213 | Philadelphia | $1,000,000 | $$Call or email |
Geographic Location: Philadelphia Growing your existing practice? Step right into a book of loyal clients. Practice Details: This well-established CPA practice for sale produces gross revenues of approximately $1,000,000. Cash Flow: To the Owner of $718,000 (72% of revenue). Personal and Business Tax preparation: 90% of revenue. Facilities: High visibility location. Multi-story office building with a reception, breakroom, and conference room. Convenient to clients. Staff: Seasoned staff will stay. The Owner will facilitate a smooth transition. This practice serves a loyal client base to generate referrals and expand service opportunities, with significant year-over-year growth. This turn-key practice is primed for a new owner, a smooth transition, and continued growth. |
Available Request Info |
Listing Number | Location | Annual Gross | Asking Price | Description | Status |
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TN2066 | Eastern TN | $1,500,000 | $TBD |
Practice Details: This CPA Tax & Auditing practice is well respected in the community and enjoys a quality client base, many of whom have been with the owner since the ’70s. There is an excellent mix of services including 54% derived from tax and accounting services provided to a thriving group of businesses, while the remainder consists of 27% governmental accounting/auditing services, and 19% individual tax preparation. There is a solid, steady, and consistent monthly revenue stream, which helps provide year-round income and steady employment. There is a strong cash flow to owner of approximately 45%, which is well above industry standards for practices of this size. There is also an experienced, knowledgeable staff in place to assist a seasoned CPA looking to get into a successful practice or a firm looking to expand into the market. Annual Revenue: $1,500,000 Owners Cash Flow: $675,000 Revenue breakdown: Average Tax Return: $275 Average Write-up Client: $9,200 Facilities: Class A office space. Modern and upscale working offices plus conference room and reception area. In-house food service. Ample parking. Assumable Lease. |
Sold |
Listing Number | Location | Annual Gross | Asking Price | Description | Status |
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VA2064 | SHENANDOAH VALLEY, VA | $875,000 | $899,000 |
Practice Details: This well-established consulting practice produces gross revenues of approximately $875,000 balanced between consulting fees (75%), and tax prep (15%) Misc. (10%) The unique consulting portion of the practice involves assisting local VA Governments (NOT FEDERAL GOV WORK) with preparing for their financial statement audits. The CPA seller is motivated to sell before consulting contracts must be renewed in March of 2023 but willing to stay on at reduced hours. This is a consulting practice that can transition the clients and has great potential. The practice is located within 45 miles of a major metro area in the Shenandoah Valley. The cash flow at $480,000 is very good on this one. This will sell quickly! Owners Cash Flow: $482,000 Revenue breakdown: Consulting: 75%, Tax Prep 15% Facilities: 3665 square feet office with 6 offices & reception area, rent is $8000 month to month. Seller owns property. Furniture and Equipment: all computers, desks, file cabinets, and server phone system come with the practice. Staff: One CPA owner plus experienced staff of three and receptionist. Software: QUICKBOOKS & INTUIT PROSERIES, FAM, DMS |
Available Request Info |
VA2063 | Northern Virginia | $2,800,000 | $2,500,000 |
Practice Details: Check out this outstanding practice located near our nation’s capital in town of 30,000. Begun over 70 years ago, this prestigious firm has a staff of 19 with extensive experience and partners willing to stay as long as needed. This is an excellent opportunity for the right buyer. Annual Revenue: $2.8 million Owners Cash Flow: $400,000 Revenue breakdown: Individual and Business tax: $1.7 mil Write up: $400K Audits & Reviews = $450K Facilities: nicely located office is 6600 sq feet, rent about $8500 per month, monthly lease, assumable, triple net. Also has 3 big conference rooms, 3 bathrooms, and a copy room. Sellers are open to possibly selling the building. Furniture and Equipment: a total of 17 workstations fully equipped with desks, chairs, file cabinets plus computers, servers and phone system. Workstations are set up for remote access. Staff: Staff of 19 plus 2 partners, partners willing to stay on as long as needed to complete smooth transition. Staff has many years of experience and many have non-competes. Software: QUICKBOOKS, ACS, ACCOUNTING CS, CCH PROSYS FX. OFFICE = MS OFFICE, CCH PRACTICE MANG, WINDOWS 10 PRO |
Available Request Info |
VA2065 | Hampton Roads VA | $1,900,000 | $2,100,000 |
Practice Details: Very profitable “Hampton Roads” CPA practice for sale for $2.1 million. This outstanding tax practice was founded in 2013 and has grown every year. All four partners are willing to stay on for three or four years to facilitate a smooth transition. Partner rates are $250 with six total CPA’s and a staff of 5. Cash Flow is almost $900,000. Annual Revenue: $1,900,000 Owners Cash Flow: $900,000 Revenue breakdown: Individual and Business tax: 72%, Audit: 22% Facilities: 7000 sq feet with 20 offices with reception and conference room. Rent $7000 per month, assumable Furniture and Equipment: all computers, desks, file cabinets, and server phone system come with the practice Staff: 4 CPA owners plus 2 other CPA’s plus five assistants Software: Thomson Reuters Accounting CS and TR Ultra Tax |
Available Request Info |
Listing Number | Location | Annual Gross | Asking Price | Description | Status |
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WI1126 | Ozaukee County | $450,000 | $449,000 |
Practice Details: Very Profitable ($300k+ Cash Flow) established CPA practice in Ozaukee County Wisconsin
Revenue breakdown: Individual and Business Tax 50% Write-Up, Payroll, Etc. 50%
Facilities: Home Office, Extended Transistion available
Furniture and Equipment: computers, desks, chairs, file cabinets, etc. are included.
Staff: Owner + 1 Part Time staff
Software: Pro System FX
Owner willing to consider long term transition, and possible seller financing.
|
Available Request Info |
WI1125 | Waukesha County | $600,000 | $1X Gross |
Practice Details: Profitable established CPA practice in Waukesha County Wisconsin
Revenue breakdown: Individual and Business Tax 60% Write-Up 40%
Facilities: Leased, all staff are primarily remote
Furniture and Equipment: all computers, desks, chairs, file cabinets, etc. are included.
Staff: Owner + 3 Full and Part Time staff
Software: Ultra Tax
Owner willing to consider partial sale and/or long term transition
|
Available Request Info |
WI1124 | Green Bay | $300,000 | $1x Gross |
Practice Details: Profitable 25 year established Accounting and Tax practice in Brown County Wisconsin
Cash Flow: Cash flow to owner 48%
Revenue breakdown: Individual and Business Tax 46% Write-Up 20% Payroll 21%
Facilities: Seller Owned will lease to new owner
Furniture and Equipment: all computers, desks, chairs, file cabinets, etc. are included.
Staff: Owner + 2 Full and Part Time staff
Software: Drake + Pro System FX
|
Available Request Info |
WI1123 | Green Bay | $475,000 | $499,000 |
Practice Details: Profitable Accounting and Tax practice in Green Bay Wisconsin
Cash Flow: 50%+
Revenue breakdown: Individual and Business Tax 65% Write-Up/Other 35%
Facilities: Leased Office
Furniture and Equipment: all computers, desks, chairs, file cabinets, etc. are included.
Staff: Owner + Staff of three
Software: Drake
|
Available Request Info |
WI1122 | Madison Metro | $459,000 | $1x Gross |
Practice Details: Outstanding Accounting and Tax practice in Dane County Wisconsin
Cash Flow: Cash flow to owner 60%
Revenue breakdown: Individual and Business Tax 75% Write-Up/Other 25%
Facilities: Rented office month to month
Furniture and Equipment: all computers, desks, chairs, file cabinets, etc. are included.
Staff: Owner + 5 Full and Part Time staff
Software: Drake + Quick Books
|
Available Request Info |
WI1121 | Waukesha County | $220,000 | $1x Gross |
Practice Details: Outstanding Accounting and Tax practice in Waukesha County Wisconsin
Revenue breakdown: Individual and Business Tax 37% Write-Up/Other 63%
Facilities: Home Office
Furniture and Equipment: all computers, desks, chairs, file cabinets, etc. are included.
Staff: Owner
Software: Drake
|
Available Request Info |
WI1119 | Outagamie County | $250,000 | $1x Gross |
Practice Details: Outstanding 30+ Year Established Accounting and Tax practice in Outagamie County Wisconsin with two locations and a loyal client base
Revenue breakdown: Individual and Business tax 50% Write-Up 35% Payroll/Other 15%
Facilities: Two Locations available to rent or purchase
Furniture and Equipment: all computers, desks, chairs, file cabinets, etc. are included.
Staff: Owners, Accounting Assistant and Preparer, Owners willing to assist with transition
Software: Drake and Quick Books
|
Available Request Info |
WI1118 | Washington County | $100,000 | $~1x Gross |
Practice Details: Retiring owner is seeking a qualified Partner/Buyer for this profitable tax preparation practice. In business over 20 years, well-established high net worth client base. Revenue Breakdown: 90% tax preparation (350 Returns) 10% Write-Up/Payroll Excellent growth opportunity here to provide accounting, write-up, and payroll services to the business community. Owner will assist in transition and/or work PT for buyer. Facilities: Home Office Software: Lacerte Seller may consider revenue guarantee and seller financing and transition support. |
Available Request Info |
WI1117 | Fond du Lac County | $270,000 | $TBD based on terms |
Practice Details: Retiring owner is seeking a qualified Buyer for this profitable practice. In business over 20 years with a loyal and well-established client base. Year round revenue stream. Revenue Breakdown: 40% Tax preparation 40% Write Up 20% Payroll + Other Furniture and Equipment: Networked Computers, scanners, printers, work stations, file cabinets, etc. Software and all office and equipment included in selling price. Software: ATX |
Available Request Info |
WI1116 | Vernon County | $299,000 | $1x Gross |
Practice Details: Retiring owner is seeking a qualified Buyer for this profitable CPA practice. In business over 25 with a loyal and well-established client base. Excellent Cash Flow! Revenue Breakdown: 50% Tax preparation 50% Write Up etc. Furniture and Equipment: Networked Computers, scanners, printers, work stations, file cabinets, etc. Software and all office and equipment included in selling price. Software: ATX |
Available Request Info |
WI1115 | Brookfield WI | $130,000 | $1x Gross |
Practice Details: Retiring owner is seeking a qualified Buyer for this profitable tax preparation practice. In business over 30 years in metro Milwaukee area with a loyal and well-established client base. Revenue Breakdown: 100% Tax preparation Furniture and Equipment: Networked Computers, scanners, printers, work stations, file cabinets, etc. Software and all office and equipment included in selling price. Software: Pro Series |
Available Request Info |
WI1114 | Central Wisconsin - Green Lake, Waushara Area | $142,000 | $1x Gross |
Practice Details: Outstanding tax practice in Central Wisconsin CPA/OWNER willing to stay on to transition for as needed.
Revenue breakdown: Individual and Business tax: 95% (no Audits or Reviews)
Facilities: Downtown Location. Owns building, willing to lease.
Furniture and Equipment: all computers, desks, chairs, file cabinets, etc. are included.
Staff: CPA Owner plus Seasonal Tax Preparer.
Software: Ultra Tax
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Available Request Info |
WI1113 | Waukesha County | $130,000 | $130,000 |
Practice Details: Outstanding tax practice in Waukesha County. Very good cash flow over 75%.
Revenue breakdown: Individual and Business tax: 95% (no Audits or Reviews) Average return is >$1000
Facilities: Assumable low $$$ month to month lease
Furniture and Equipment: included
Staff: CPA Owner plus possible Office Manager/Tax Prep if desired
Software: Ultratax, CCH
|
Available Request Info |
WI1111 | Langlade County Area | $400,000 | $1x Gross |
Practice Overview: Owner is seeking a qualified Buyer for this profitable CPA practice with a loyal and well-established client base. Practice in business 20+ years. Annual Revenue: Growing revenue pattern with 2020 at $400,000. Owner Cash Flow: Averages 40% of gross revenue Revenue Breakdown: 55% Personal and business tax preparation, 25% Write-up and bookkeeping, 5% Audits, 15% Payroll and other business services Excellent growth opportunity here to provide accounting, write-up, and payroll services to the business community, Facilities: Prime location on main traffic route with parking. Six fully equipped offices, plus reception area and other rooms. Lease is assumable. Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office and equipment included in selling price. Software: Accounting: Quick Books Tax: Drake Transition Support: Owner will be available for transition support to optimize client retention Note: Owner is also willing to include Seller Financing |
Available Request Info |
WI1110 | North East WI | $253,000 | $199,500 |
Geographic location: North East Wisconsin Practice details: Retiring Owner seeking buyer for a profitable and well-established tax and accounting practice. This firm has been in business over 20 years with an established and loyal client base. Annual revenue: $253,400 Owners Cash Flow: Averages 39% of annual revenue Revenue breakdown: Tax Prep: 68%, Write-Up and Accounting: 19%, Payroll 13% Furniture and Equipment: The full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Owner will provide transition support. Software: Accounting: Quick Books.Tax: Lacerte Note: Owner may consider a Revenue Guarantee and Seller Financing |
Available Request Info |
WI1109 | East Central WI | $195,000 | $1x Gross |
Practice details: Profitable and established tax and accounting practice. Nicely growing annual revenue stream with a location in a rapidly growing market area. Annual revenue: $195,000 Owners Cash Flow: Averages 39% of annual revenue Revenue breakdown: Tax Prep: 65%, Write-Up and Accounting: 26%, Payroll: 9% Facilities: Suite of 2 offices plus reception area. Lease is assumable. Furniture and Equipment: The full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Owner and staff will provide transition support. Software: Accounting: Quick Books. Tax: ATX Note: Owner may consider Revenue Guarantee |
Available Request Info |
WI1108 | Northern Wisconsin | $332,000 | $1x Gross |
Practice details: Owner seeking buyer for profitable and well-established tax and accounting practice. Annual revenue: $332,000 Owners Cash Flow: $94,000 Revenue breakdown: Tax preparation: 73% Write-up: 8% Payroll: 12% Other Business Services: 7% Facilities: Details to be worked out with the Seller Furniture and equipment: Office furniture and Computers included in selling price. Staff: Owner and staff will provide transition support. Software: Accounting: Quick Books Tax: ATX Note: Owner may provide Seller Financing |
Available Request Info |
WI1107 | Central Wisconsin | $446,000 | $1x Gross |
Practice details: Retiring owner seeking buyer for highly profitable and well-established tax and accounting practice. In business over 25 years with a very stable and loyal individual and business client base. Annual revenue: $446,000 Owners Cash Flow: $200,000 Revenue breakdown: Individual tax preparation: 69% Business tax preparation: 16% Other Business Services: 15% Facilities: Details to be worked out with the Seller Furniture and equipment: Office furniture only. Accounting and Tax Software included in selling price. Staff: Owner and staff will provide transition support. Software: Accounting: Accounting CS Tax: LaCerte Note: Owner will consider a Revenue Guarantee and may provide Seller Financing |
Available Request Info |
WI1101 | Green Bay | $275,000 | $1x Gross |
Practice Details: Owner seeking a qualified buyer for this well established profitable tax and accounting practice. In business for 10 years and has a well-established and loyal client base. Annual Revenue: $275,000 Revenue Breakdown: 57% Business and personal tax preparation. 20% Monthly and quarterly accounting 23% Other business services, payroll, reviews Staff: Qualified staff members will stay on with the buyer. Plus the current owner will provide transition support as well Facilities: Prime location with 4 offices and reception area and break and storage rooms. Current lease is assumable Furniture and Equipment: Fully equipped networked and updated computers, scanners, printers, software and all office and equipment included in price. Software: Accounting: QuickBooks Tax Prep: Pro-Series Special Note: Seller is offering Seller Financing. |
Sold |
WI1104 | Eastern Wisconsin | $208,000 | $159,000 |
Geographic Location: Eastern Wisconsin Practice Details: Retiring owner is seeking a qualified buyer for this very profitable tax and accounting practice. In business over 20 years in a major city in North East Wisconsin area with a loyal and well established client base and diversified revenue stream. Annual Revenue: Nicely growing 4 year revenue stream at $208,000 Owner Cash Flow: Averages 60% of Gross Revenue Revenue Breakdown: 49% Business and personal tax preparation 37% Write-up and bookkeeping 14% Payroll other business services Facilities: Prime commercial high traffic office location. Two fully equipped offices plus two other rooms. Lease is assumable. Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office and equipment included in selling price. Software: Accounting: Quick Books Tax: Pro Series |
Sold |
WI1103 | Milwaukee Metro | $134,000 | $1x Gross |
Geographic Location: Milwaukee Metro Practice Details: Retiring owner is seeking a qualified buyer for this tax and accounting practice. In business over 15 years in a prime location in the West Milwaukee WI Metro area with a loyal and established client base. Annual Revenue: $134,000 Revenue Breakdown: 95% Business and personal tax preparation 5% Other business services Facilities: Prime high traffic office location. Two fully equipped offices plus reception area and storage. Lease is assumable. Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office and equipment included in selling price. Software: Tax Prep: Drake |
Sold |
WI1099 | Wausau Area | $328,000 | $TBD |
Geographic Location: Wausau Area Listing WI1099 Practice Details: Owner seeking qualified buyer for this niche farm industry tax and accounting practice. In business for over 25 years and has a well-established and loyal client base. Annual Revenue: Steady 4 year growth pattern at $328,000 Revenue Breakdown: 81% Business and personal tax preparation. 13% Monthly and quarterly accounting 6% Other business service Staff: Qualified staff members will stay on with the buyer. Plus the current owner will provide transition support as well Facilities: Prime location with 5 offices and reception area and break and storage rooms. Assumable lease. Furniture and Equipment: Fully equipped networked and updated computers, scanners, printers, software and all office and equipment included in price. Software: Accounting: QuickBooks Tax Prep: Drake Special Note: Seller may consider Seller Financing. |
Sold |
WI1102 | North Central WI | $58,000 | $1x Gross |
Practice Details: Retiring owner is seeking a qualified buyer for this small but profitable tax and accounting practice. This firms business is located in North Central Wisconsin with a loyal and established client base. Annual Revenue: Steadily growing projected at $58,000 Revenue Breakdown: 63% Business and personal tax preparation 20% Payroll 17% Other business services Facilities: Two offices, plus reception area and storage. Lease is assumable. Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office and equipment included in price. |
Available Request Info |
WI1100 | North Central Wisconsin | $124,000 | $110,000 |
Practice Details: Owner is seeking a qualified buyer for this growing tax and accounting practice. Well established, in business over 12 years, located in North Central Wisconsin with a loyal and well-established client base. Annual Revenue: Steadily growing projected at $124,000 Revenue Breakdown: 59% Business and personal tax preparation 13% Write-up 28% payroll and other business services Staff: The staff will stay on with Buyer and Seller will provide transition support. Facilities: Two offices, plus reception area and storage. Assumable lease. Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office and equipment included in price. Software: Sage/Aatrix/Quickbooks/Drake. Special Note: Seller may consider a Revenue Guarantee and/or Seller Financing.. Asking price: $110.000 |
Sold |
WI1097 | North Milwaukee Metro | $135,000 | $Call |
CPA Practice for Sale Geographic Location: North Milwaukee WI Metro Area # WI 1097 Practice Details: Owner is retiring and ready to sell this niche business CPA/Tax practice. Well established, in business over 25 years located in the Northern Milwaukee Metro area. This practice has a well-established and loyal client base. Annual Revenue: Steadily growing at $135,000 Revenue Breakdown: 24% Business 76% Personal Staff: The seller will provide transition support. Facilities: Buyer must provide the office facilities. Furniture and Equipment: Computers, scanners, printers, work stations, etc. Software and all office and equipment included in price. Software: Accounting: Peachtree Tax Prep: ATX Special Note: Seller may consider a Revenue Guarantee and Seller Financing. |
Sold |
WI1098 | West Central WI | $74,000.00 | $75,000.00 |
Geographic Location: West Central Wisconsin Listing WI1098 Practice Details: Owner is very anxious to find a buyer for this tax and accounting practice. In business for over 11 years and has a well-established and loyal client base. Annual Revenue: Steady 4 year growth pattern at $74,000 Revenue Breakdown: 80% Business and personal tax preparation. 20% Write-up and bookkeeping Facilities: Office and reception area and storage rooms. Renewable lease. Furniture and Equipment: Computers, scanners, printers, software and all office and equipment included in price. Software: Tax Prep: TaxWise Special Note: Seller may consider Seller Financing |
Sold |
WI1096 | Multi - Northern WI | $$640,000 | $< 1x Gross - Motivated! |
Geographic Location: Multiple locations Northern WI Listing WI1096 Practice Details: Anxious owner is ready to sell this multiple location and well established tax preparation firm located in three cities in Northern WI. This operation has been in business for over 20 years and has a loyal client base with 94% of the revenue generated from individual and business tax preparation. Annual Revenue: Steadily growing at $640,000 Revenue Breakdown: 94% Personal and Business tax preparation 6% Monthly and quarterly accounting and other business services Staff: The experienced and knowledgeable staff (with non-competes in place) will stay on with the new owner, plus the seller will provide transition support. Facilities: Excellent locations in cities, all with full complement of reception area, and working offices. Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office and conference room furniture and equipment included in price. Software: Accounting: Sage 50 Tax Prep: Updated for 2018 Tax Code Special Note: Seller may consider Seller financing. |
Sold |
WI1095 | Milwaukee Metro | $189,000 | $199,000 |
Geographic Location: Eastern Milwaukee WI Metro Area Listing WI1095 Practice Details: Owner is ready to sell this small but very profitable and well established tax preparation and small business write-up firm located in the Eastern Milwaukee Metro area. This practice has been in business for over 15 years and has a loyal client base with 75% of the revenue coming from individual and business tax preparation. Annual Revenue: Steadily growing at $189,000 Revenue Breakdown: 75% Personal and Business tax preparation 25% Monthly and quarterly accounting and consulting services Staff: The experienced and knowledgeable staff will stay on with the new owner, plus the seller will provide transition support. Facilities: Excellent location with reception area, conference room, 2 working offices, free parking, with an assumable lease. Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office and conference room furniture and equipment included in price. Software: Accounting: Quick Books plus Sage 50 Tax Prep: Lacerte Special Note: Seller may consider a Revenue Guarantee and Seller financing. |
Sold |
WI1088 | Madison WI | $365,000 | $379,000 |
Geographic location: Central Wisconsin (Listing # WI 1088) Practice details: CPA Owner retiring and seeking qualified buyer for profitable well established tax and accounting practice. The Practice has been in business over 15 years with an established and diversified, client base. Annual revenue: $365,000 Owners Cash Flow: $155,000 Revenue breakdown: Facilities: Excellent location. Multiple fully equipped working offices plus reception and conference areas. Assumable Lease. Furniture and equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Staff will stay on with new owner plus current owner will provide transition support. Software: Accounting: Creative Solutions. Tax: Ultra Tax |
Sold |
WI1087 | Central WI | $420,000 | $420k |
Geographic location: Central Wisconsin (Listing # WI 1087) Practice details: CPA Owners seeking buyer for very profitable well established tax and accounting practice. The Practice has been in business over 20 years with a diversified, (business and individual), established and loyal client base. Annual revenue: $420,000 Owners Cash Flow: $248,000 Revenue breakdown: Facilities: Excellent downtown location. Multiple fully equipped working offices plus reception and conference areas. Month to Month Lease. Furniture and equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Staff will stay on with new owner plus current owner will provide transition support. Software: Accounting: CS, Quick Books. Tax: LaCerte, Proseries |
Sold |
WI1086 | East Central WI | $900,000 | $900,000 |
Practice details: CPA Owners are seeking buyer for profitable and growing accounting and tax practice. The Practice has been in business over 20 years with an established and loyal client base. Annual revenue: $900,000+ Owner Cash Flow: $500,000+ Revenue breakdown: Individual and Business tax preparation: 40% Facilities: Excellent Location. Multiple fully equipped working offices plus reception and conference areas. Assumable lease or purchase. Furniture and equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Owners amenable to merger or buyout. Partner(s) willing stay on with new owner and or provide transition support as needed. Software: MAS 90, Quick Books, CCH Pro System |
Sold |
WI1083 | Western WI | $500,000 | $500,000 |
Geographic location: Vernon County Practice details: Owner is ready to retire from profitable growing well established tax and accounting practice. The Practice has been in business over 15 years. Possible seller financing. Seller willing to provide extended transition support if needed. Annual revenue: $500k+ Revenue breakdown: Facilities: Downtown Location. Four fully equipped working offices plus reception and conference area. Assumable lease. Furniture and equipment: Networked Computers, work stations and full complement of office furniture, plus all other equipment and software included in selling price. Staff: Staff will stay on with new owner plus current owner will provide extended transition support. |
Sold |
WI1084a | Appleton Area | $190,000 | $180,000 |
Practice details: CPA Owner is anxious to sell very profitable and growing accounting and tax practice. The Practice has been in business over 10 years. Bonus: The Seller will offer a guarantee on future billings, plus seller financing and transition support. Owner Cash Flow: $140,000 Revenue breakdown: Facilities: Excellent Location. Two fully equipped working offices plus reception and conference area. Assumable lease. Furniture and equipment: Networked Computers, work stations and full complement of office furniture, plus all other equipment and software included in selling price. Staff: Staff will stay on with new owner plus current owner will provide extender transition support. Software: CSA, Quick Books, UltraTax |
Sold |
WI1090 | Milwaukee Metro | $1500000 | $1600000 |
Geographic Location: Milwaukee Metro Listing # WI 1090 Practice Details: Highly profitable CPA firm located in the Milwaukee WI Metro Area. This firm has been in business for over 15 years and has a solid mix of tax preparation, write up and bookkeeping clients with other accounting and payroll services as well. Note: Owner will consider revenue guarantee and seller financing! Annual Revenue: Revenue pattern is growing annually projected at 1,500,000. Owners Cash Flow: Approaching 50% of gross revenue. Revenue Breakdown: 65% business and personal tax preparation 25% monthly and quarterly accounting services 10% other accounting services Staff: Experienced and knowledgeable staff will stay on with new owner, plus seller will provide transition support. Facilities: Situated in a high traffic office building location with multiple offices for management and staff, plus reception area and conference room. Furniture and Equipment: Networked computers, scanners, printers, work stations, etc. and software and all office furniture and equipment included in price. Software: Accounting: Quick Books Tax Prep: Ultra Tax |
Sold |
WI1091 | Ozaukee County | $177,500 | $$159,000 |
Geographic Location: Ozaukee County Listing # WI 1091 Practice Details: The owner is retiring and ready to sell this highly profitable firm. The practice has been in business for over 14 years and has a loyal client base with the majority of revenue coming from individual and tax preparation. Annual Revenue: $177.500. Revenue Breakdown: 98% Personal tax preparation 2% Business tax preparation Staff: Experienced, Bilingual, knowledgeable staff person will stay on with new owner, plus seller will provide transition support. Facilities: Located in office building with an assumable lease if buyer wishes to continue operations in the same area. 1 office plus reception area and meeting and storage rooms. Furniture and Equipment: Computers, scanners, printers, work stations, etc. and software and all office furniture and equipment included in price. Software: Taxslayer Pro Don’t pass up this opportunity if you want to acquire a profitable tax practice with growth potential. Note: Owner is asking only $159,000 and will consider some seller financing! |
Sold |
WI1092 | Eastern Madison Area | $163000 | $129000 |
Geographic Location: Eastern Madison Area Listing # WI 1092 Practice Details: The CPA owner is retiring and ready to sell this highly profitable firm. The practice has been in business for over 20 years and has a loyal client base with the majority of revenue coming from business accounting and tax plus individual tax preparation. Note: this firm has an excellent growth potential as the owner has been declining new clients as part of plan to downsize and retire. Annual Revenue: $163,000 Revenue Breakdown: 55% Business monthly accounting and taxes 45% Individual tax preparation Staff: None. Facilities: Located in office building with high visibility and an assumable lease if buyer wishes to continue operations in the same location. Utilities included in rent. Furniture and Equipment: All office furniture and equipment included in price. Software: Accounting: Sage. Tax: Intuit Pro Series. Don’t pass up this opportunity if you want to acquire a profitable tax practice with an excellent opportunity for growth potential Note: Owner will consider seller financing |
Sold |
WI1093 | Northern Metro Milwaukee | $286,000 | $299,000 |
Geographic Location: Northern Milwaukee Metro Area Listing WI 1093 Practice Details: The owner is ready to sell this profitable Tax Preparation and small business write-up firm located in the northern Milwaukee WI Greater Metro area. The practice has been in business for over 20 years and has a loyal client base with the majority of revenue coming from individual and business tax preparation. Annual Revenue: $300.000 Revenue Breakdown: 62% Personal and Business tax preparation 38% Monthly and quarterly Accounting Staff: Experienced and knowledgeable staff person will stay on with new owner, plus seller will provide transition support. Facilities: Located in office building with an assumable lease if buyer wishes to continue operations in the same area. Note: Practice seller owns building and will consider sale to buyer. 4 offices plus reception area and conference room and storage area Furniture and Equipment: Computers, scanners, printers, work stations, etc. and software and all office furniture and equipment included in price Software: Accounting: Quick Books Tax Prep: Drake |
Sold |
WI1094 | Western Milwaukee | $334,000 | $~1x Gross |
Geographic Location: Western Milwaukee WI Metro Area Listing WI 1094 Practice Details: The owner is ready to retire and sell this well established tax preparation and small business write-up firm located in the Western Milwaukee Greater Metro area. The practice has been in business for over 20 years and has a loyal client base with the majority of revenue coming from individual and business tax preparation. Annual Revenue: $334,000 Revenue Breakdown: 82% Personal and Business tax preparation 18% Monthly and quarterly Accounting Staff: The experienced and knowledgeable staff will stay on with new owner, plus the seller will provide transition support. Facilities: Located in remodeled office building with parking and with an assumable lease. 4 Offices and Reception Area. Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office furniture and equipment included in price. Software: Accounting: CSA. Tax Prep: Lacerte Note: May consider Seller financing. |
Sold |
WI1105 | Southern Wisconsin | $225,000 | $1x Gross |
Practice Details: Retiring owner is seeking a qualified Partner/Buyer for this profitable tax preparation practice. In business over 20 years in a major city in Southern Wisconsin with a loyal and well-established client base. Annual Revenue: Stable revenue pattern with 2018 at $225,000. Revenue Breakdown: 95% Personal tax preparation 5% Write-up and bookkeeping Excellent growth opportunity here to provide accounting, write-up, and payroll services to the business community, Facilities: Prime location. Four fully-equipped offices, plus reception area and two other rooms. Lease is assumable. Furniture and Equipment: Networked Computers, scanners, printers, work stations, etc. Software and all office and equipment included in selling price. Software: Drake |
Available Request Info |