Seller's Contact Information

  • RE:  Accounting Practice
  • Contact:  Dan Bauer
Listing Update!
Update: Accounting Practice is no longer available. We’ve included some similar active listings below that you may be interested in. You can also explore similar listings in the Services: Financial, Accounting, Insurance Industry.

Business Overview:

This Tax practice has been operating in a southern suburb of Minneapolis for 30 years. The business has approximately 1,300 clients. The business operates with 1 full time and 1 part time employee. 

Property Features and Assets:

The business will need to be relocated. 

Reason for Selling:

Has a financial planning business. Kindly ask the seller for more information.

Additional Details:

  • The property is Leased.
  • The owner is willing to train/assist the new owner.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Relevant Links:

Opportunity Update!

Exciting update: Accounting Practice has a new owner due to high interest! More opportunities await. Explore our site for other listings or sign up here for email alerts. Find your perfect business opportunity today!

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Scottsdale, AZ
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Well Established CPA Firm in SLO CA

San Luis Obispo, CA
San luis obispo County

The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong reputation for exceptional client service, high-quality tax preparation, and trusted advisory work. It provides tax preparation and advising, tax planning, bookkeeping, and payroll.With annual billings of approximately $1.5 million from tax preparation, tax consulting bookkeeping and payroll services, The Business provides both stability and growth potential. The practice prepares roughly 1,100 returns annually, with a client base that spans industries including real estate, construction, law, engineering, architecture, vineyards, and professional services. This diversification minimizes sector risk and ensures steady revenue.The Central Coast market is experiencing rising demand for CPA services due to retirements in the aging CPA population, creating a unique opportunity for continued expansion. The Business’ long-standing brand, diversified client mix, and recurring revenue streams position it as a premier acquisition opportunity in California’s competitive CPA market.Key Highlights• Established Reputation: 20 years of proven success and community recognition.• Annual Billings: ~$1.5 million in annual revenue.• Recurring Revenue: $15,000/month from bookkeeping & payroll services (~$180K annually).• Client Retention & Loyalty: Longstanding relationships across business and individual sectors.• Market Demand: Rising need for CPA services due to retirements in the local CPA population.• Diversification: Client base spans multiple industries, reducing sector-specific exposure.• Work-Life Balance: Well-structured operations with stable professional staffAcquisition BenefitsThe Business offers a buyer the chance to acquire a profitable and well-established CPA firm with:• A respected 20-year brand in a desirable California market.• $1.5M in annual revenue with stable recurring revenue.• Diversification across resilient industries.• Significant growth potential due to ongoing CPA retirements in the region.• A turnkey, professionally staffed practice with immediate scalability.Growth & Market Position• Steady Growth: Driven primarily by organic client referrals and reputation.• Succession Market: Local CPA population skews older, creating strong ongoing demand.• Strategic Realignment (2023): Shifted to a predominantly business-focused client base while maintaining individual return relationships.CustomersRepresentative industries served include:• Real Estate Development & Construction• Contractors & Trade Services• Law Firms & Professional Practices• Engineering & Architecture Firms• Realtors & Brokerages• Specialty Oil Field Repair Services• Vineyards & Agriculture• Broad array of service-based businessesAccording to IBISWorld as the US economy is expected to rebound gradually from current financial challenges, GDP and disposable income are projected to grow, fostering demand for professional tax services. Yet, ongoing competition from digital solutions, coupled with potential changes in tax legislation under the new administration, could shape the industry's trajectory. Overall, revenue for tax preparation service businesses in the US is forecast to creep upward at a CAGR of 1.1% in the next five years, reaching $15.3 billion in 2030.

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This well-established geriatric care management firm has served the community for multiple decades, building a distinguished reputation in specialized senior care services. The company operates within a strategic location surrounded by senior living communities and complementary healthcare facilities and like businesses, positioning it advantageously within the target market.​Operational Excellence:The organization maintains a fully bonded team of professionally trained W-2 employees who deliver comprehensive (90%) care management and (10%) fiduciary services. The company has developed specialized expertise in dementia care and mental health services, addressing the complex needs of elderly clients and their families with sensitivity and professionalism.Service Portfolio:- Comprehensive geriatric care management- Professional fiduciary services- Specialized dementia care coordination- Mental health support services- Individualized client and family consultationNote: Financial client services has not yet been added but could be offered by a new owner to create an additional revenue stream.Business Structure:The company has established systematic operations with trained staff and proper channeling and referral protocols. The current ownership structure allows for continued seller involvement as a compensated employee with healthcare benefits, though operational leadership will transfer to the new owner who must maintain daily involvement in business operations.

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Established B2B With Strong Deal Flow | High Growth &Recurring Revenue

Kissimmee, FL
Osceola County

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