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For over 25 years, this premier CPA firm has provided exceptional accounting, tax, and advisory services to a highly loyal client base in Southern California. Serving 100 clients the firm has achieved remarkable organic growth driven entirely by word-of-mouth referrals and continues to show growth year over year. The practice is fully modernized, operating on a robust cloud infrastructure that allows for efficient, and a majority of remote-first client interactions. The firm offers a comprehensive suite of services, including Payroll Prep, Write-up, LLC & Incorporation, and Corporate & Individual Taxes. The revenue mix is highly stable, split 65% business and 35% individual clients. Financial Highlights:*List Price: $3,300,000•TTM Revenue: $2,211,186•TTM SDE (Seller's Discretionary Earnings): $1,297,224•SDE Margin: 58.7%•Recent Growth: Revenue for Jan–Apr 2026 is up 11% compared to the same period in the prior year. Key Investment Highlights:•Strong Recurring Revenue Base: The firm boasts an 85% client retention rate with longstanding client history*B2B Focus: Businesses make up the majority of revenue, providing for a more stable revenue base*Diversified Services: The firm offers a broad range of services from payroll accounting to foundation set-up•Low Concentration Risk: No single client accounts for more than 5% of total revenue•Turnkey Operations: Supported by a dedicated team of 5 staff members with strong tenure•Seamless Transition: The current owner, who is retiring, is committed to staying on to help transition client relationships and provide necessary support to ensure continued success, or even stay on as a strategic advisor. *Regional or National CPA Firms Looking to Expand: A firm looking to establish or expand its footprint in the Southern California market would gain immediate access to a well-established, loyal client roster of clients*Independent CPAs or Small Practices Looking to Scale: A solo practitioner or small firm ready to grow would acquire a fully staffed, operationally mature practice with proven systems, cloud-based infrastructure, and a recurring revenue base — allowing them to focus on growth rather than building from the ground up.*Out-of-State Firms Seeking a Seeking Southern California Market Entry: A buyer based outside of California looking to get into the California market can integrate this practice with minimal disruption, leveraging the existing team and client relationships from day one.This is a rare opportunity to acquire a highly profitable, scalable, and well-respected CPA practice with a predictable recurring revenue model and exceptional margins. This opportunity is well-suited for a range of qualified buyers, including:
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This is a rare opportunity to acquire a luxury Day Spa & Medical Spa valued at approximately $3 million, located in the heart of the San Gabriel Valley. Designed as a world-class wellness destination, the facility integrates skin care & beauty, slimming & body contouring, therapeutic massage, hydrotherapy, and advanced medical aesthetics, making it one of the most comprehensive and prestigious wellness centers in the region. The spa features a state-of-the-art hydrotherapy area with separate men’s and women’s facilities, including Jacuzzi spa pools, ice therapy plunge pools, detox steam rooms, a traditional Korean-style sauna, a Himalayan salt healing room, and a Red Clay herbal therapy room. Paired with a beautifully designed environment, these amenities deliver a holistic rejuvenation experience unmatched by local competitors.The business benefits from stable membership revenue, high daily customer flow, and strong client loyalty, with many appointments booked one to two months in advance. Supported by a team of 21–25 skilled employees and a well-established membership system, the spa can be successfully operated under a manager, ensuring continuity and efficiency. With dual licensing already in place, there is a significant opportunity for growth by partnering with a Medical Director for the immediate expansion of high-margin medical aesthetic treatments. Currently serving a loyal Chinese-speaking clientele, a new owner can easily expand market share by adding English-language marketing, social media campaigns, and extended operating hours.This spa possesses powerful competitive advantages, including over $1.5M in facility renovations and specialized equipment. The immense capital and time investment required to replicate the facility, licenses, and customer base creates extremely high barriers to entry. It holds a unique market position as the only full-service luxury spa and med spa in the region that blends cultural appeal with high-end services, cultivating deep customer loyalty. As a profitable, manager-run, and turnkey operation, this spa is more than a business—it is a destination wellness center with strong profitability, stable membership income, and clear pathways for scalable growth. This is an exceptional investment opportunity in the booming health and beauty industry.
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