Established CPA Practice Serving High Net-Worth Clients
Relocatable, OR Clackamas County
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- RE: Established CPA Practice Serving High Net-Worth Clients
- Contact: Michael Morrissey
Quick Facts
| Asking Price: | $600,000 | |
| Annual Revenue: | $612,650 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $215,010 | |
| Total Debt: | Not Disclosed | |
| FF&E: | $10,000 | |
| Real Estate: | Not Disclosed | |
| Year Established: | 2007 | |
| Employees: | 4 | |
| BBN Listing #: | 1018469 | |
| Broker Reference #: | 59071-265511 |
Business Overview:
Established CPA practice serving high-net-worth individuals and businesses in the Portland metro area. Founded in 2007, the firm has built a loyal client base through referrals and provides tax preparation, accounting, and business consulting services. The practice is located in Lake Oswego and is known for its personalized service, strong technical expertise, and long-standing client relationships. Demand for services remains strong, and the business has opportunities for growth with additional qualified staff. The owner is retiring and is willing to assist with a smooth transition. This opportunity is ideal for a CPA or established accounting firm seeking an established client base and recurring revenue stream.
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Property Features and Assets:
Suite in a Lake Oswego office building
Market Competition and Expansion:
This practice is recognized for its high level of technical expertise, personalized client service, and commitment to delivering value beyond basic tax compliance. The business benefits from a strong referral network, an established client base, and a market environment where demand for qualified accounting professionals continues to exceed supply. These factors position the firm as an attractive acquisition opportunity for a buyer seeking a respected and established professional services practice.
The primary growth opportunity lies in expanding staffing capacity to accommodate existing market demand. Additional qualified CPAs and accounting professionals could support increased client acquisition and service expansion. The business currently relies almost entirely on referral-based marketing, providing potential opportunities for strategic growth through additional marketing initiatives.
Reason for Selling:
Retiring. 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:
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