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  • RE:  CPA Firm
  • Contact:  Sally Frizzell-Coleman

Quick Facts

Asking Price: $775,000
Annual Revenue: $668,553
Net Profit: Not Disclosed
Cash Flow: $328,940
Total Debt: Not Disclosed
FF&E: $600,000
Real Estate: Not Disclosed
Year Established: 1986
Employees: 2
BBN Listing #: 999272
Broker Reference #: 90407393

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Business Overview:

Step into a legacy of excellence with this well-established, family-owned CPA firm that has proudly served its community for over 39 years. Known for its personalized service, deep client relationships, and consistent profitability, this turnkey opportunity is ideal for a growth-minded CPA or firm looking
to expand.
Firm Highlights:
• Longevity & Reputation: Trusted name with decades of service and strong word-of-mouth referrals.
• Diverse Client Base: Mix of individuals, small businesses, and nonprofits across multiple industries.
• Stable Revenue: Recurring income from tax preparation, bookkeeping, payroll, and advisory services.
• Experienced Staff: Loyal, knowledgeable team with long tenure and strong client rapport. Staff is available to remain with new owner.
• Prime Location: Centrally located office with easy access and room for growth.
• Technology-Enabled: Modern accounting software and secure remote capabilities.
Ideal Buyer: Perfect for a CPA seeking independence or a regional firm expanding its footprint.
The REAL ESTATE is available for purchase for an additional $800,000. SBA Lender Pre-Qualified – Terms are Approximate.

Contact the Seller:

To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button (above Quick Facts) and when you are done searching and have made all your selections, simply click on the REQUEST FREE INFO button at the bottom of this page.

Reason for Selling:

Retirement. Kindly ask the seller for more information.

Additional Details:

  • The property is owned.
  • 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:

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