Profitable CPA Firm With Strong Recurring Revenue, Nationwide Client Base
Relocatable, FL Not Disclosed
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- RE: Profitable CPA Firm With Strong Recurring Revenue, Nationwide Client Base
- Contact: Buyer Email List
Quick Facts
| Asking Price: | $3,300,000 | |
| Annual Revenue: | $910,769 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $792,937 | |
| Total Debt: | Not Disclosed | |
| FF&E: | $5,000 | |
| Real Estate: | Not Disclosed | |
| Year Established: | 2000 | |
| Employees: | 2 | |
| BBN Listing #: | SB-57607 | |
| Broker Reference #: | WESTPFL001-57607 |
Business Overview:
An exceptional opportunity to acquire a 25-year established CPA firm with outstanding recurring revenue, loyal clients, and proven operational systems. • Recurring Revenue Strength: Over 70% of revenue is subscription-based, generating $60,000+ in predictable monthly billings from 144 active clients. Minimal seasonality ensures steady, reliable cash flow. • Diverse, Nationwide Client Base: Serving individuals, corporations, partnerships, estates, and startups, with particular strength in the tech and startup sectors. No single client represents more than 10% of revenue, minimizing risk. • Streamlined Operations: Supported by both domestic and offshore staff, the firm utilizes modern platforms such as QuickBooks Online, Intuit ProConnect, ClickUp, and Truss e-signature. With most clients on auto-billing, accounts receivable are near zero and collections are immediate. • Growth Potential: Expand subscription offerings, introduce advisory services, or leverage the firm’s national, tech-enabled model to scale further. • Transition & Continuity: The seller is committed to ensuring client retention and is willing to remain involved post-sale, focusing on relationship continuity and business development. This firm is a strategic acquisition for an existing CPA practice seeking scale or an entrepreneurial CPA looking for a fully operational, growth-ready practice with stable recurring cash flow and a nationwide presence. • Next Steps: Interested buyers must sign an NDA, complete a buyer profile, and provide proof of funds.
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 Leased.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity
Relevant Links:
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