CPA Firm 21-Year Est. for Sale in WPB

Not Disclosed, FL
Palm Beach County

Asking Price: Annual Revenue:
$95,000 $45,925

Services: Financial, Accounting, Insurance

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RE: CPA Firm 21-Year Est. for Sale in WPB Broker: Anton Joro

Quick Facts

Asking Price: $95,000
Annual Revenue: $45,925
Net Profit: Not Disclosed
Cash Flow: $40,245
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2000
Employees: 2
BBN Listing #: 83184955
Broker Reference #: 1049-16879

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Business Overview:

This small CPA practice prepares tax returns for corporations, S-Corps, LLCs and individuals. The seller is open for a smooth and orderly transition. It is important to him that the long-term clients remain satisfied and in good hands for many more years to come.

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Property Features and Assets:

The firm leases a small offices in an office building. Plenty of parking. Office building is situated on a major road of Palm Beach county, in a neighborhood with plenty of disposable or investable income. The buyer can take over the friendly lease or relocate the business altogether. Assets = $0.00

Market Competition and Expansion:

The competition if fierce in this segment of the financial industry, yet this small but very profitable firm offers a great client base, which has been cultivated over two decades. That is the basis for a successful acquisition on the part of a larger firm, anther single practitioner or a newcomer in the industry. The company's reach has only been growing by word of mouth and referrals from satisfied clients. The new owner can utilize email campaigns, social media or direct mail to grow this business exponentially.

Reason for Selling:

Owner is retiring after 21 successful years.

Additional Details:

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

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