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The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong reputation for exceptional client service, high-quality tax preparation, and trusted advisory work. It provides tax preparation and advising, tax planning, bookkeeping, and payroll.With annual billings of approximately $1.5 million from tax preparation, tax consulting bookkeeping and payroll services, The Business provides both stability and growth potential. The practice prepares roughly 1,100 returns annually, with a client base that spans industries including real estate, construction, law, engineering, architecture, vineyards, and professional services. This diversification minimizes sector risk and ensures steady revenue.The Central Coast market is experiencing rising demand for CPA services due to retirements in the aging CPA population, creating a unique opportunity for continued expansion. The Business’ long-standing brand, diversified client mix, and recurring revenue streams position it as a premier acquisition opportunity in California’s competitive CPA market.Key Highlights• Established Reputation: 20 years of proven success and community recognition.• Annual Billings: ~$1.5 million in annual revenue.• Recurring Revenue: $15,000/month from bookkeeping & payroll services (~$180K annually).• Client Retention & Loyalty: Longstanding relationships across business and individual sectors.• Market Demand: Rising need for CPA services due to retirements in the local CPA population.• Diversification: Client base spans multiple industries, reducing sector-specific exposure.• Work-Life Balance: Well-structured operations with stable professional staffAcquisition BenefitsThe Business offers a buyer the chance to acquire a profitable and well-established CPA firm with:• A respected 20-year brand in a desirable California market.• $1.5M in annual revenue with stable recurring revenue.• Diversification across resilient industries.• Significant growth potential due to ongoing CPA retirements in the region.• A turnkey, professionally staffed practice with immediate scalability.Growth & Market Position• Steady Growth: Driven primarily by organic client referrals and reputation.• Succession Market: Local CPA population skews older, creating strong ongoing demand.• Strategic Realignment (2023): Shifted to a predominantly business-focused client base while maintaining individual return relationships.CustomersRepresentative industries served include:• Real Estate Development & Construction• Contractors & Trade Services• Law Firms & Professional Practices• Engineering & Architecture Firms• Realtors & Brokerages• Specialty Oil Field Repair Services• Vineyards & Agriculture• Broad array of service-based businessesAccording to IBISWorld as the US economy is expected to rebound gradually from current financial challenges, GDP and disposable income are projected to grow, fostering demand for professional tax services. Yet, ongoing competition from digital solutions, coupled with potential changes in tax legislation under the new administration, could shape the industry's trajectory. Overall, revenue for tax preparation service businesses in the US is forecast to creep upward at a CAGR of 1.1% in the next five years, reaching $15.3 billion in 2030.
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$100k Down, Bar/Restaurant/Patio/Brewery & Exquisite Boutique 5 Room Hotel – Downtown San Luis ObispoRRC# 5085Location: San Luis Obispo County Description:$100,000 Down. Seller will carry the balance of $900,000 for 2 years on a sublease, converted to a new lease within 24 months with the paid balance, possibly via SBA finance. In the Heart of Southern California’s Wine Country between Paso Robles and Santa Barbara sits San Luis Obispo. A beautiful region, close to the ocean, wine country & the city of San Francisco. For sale is a well-established 5,000 sq ft Bar & Restaurant with a valuable ABC Type 75 Brew Pub License giving the ability to sell hard liquor, 1,000 sq ft Mezzanine private dinner space, small brew room and 2,200 sq ft Patio overlooking the Creek. Bar/Restaurant seats 120, private dinner space seats 50 & the patio seating an additional 100 & 5 large beautifully decorated hotel rooms obtaining $500 per night each for an additional 5,000 sq ft. Total usable space of 17,986 square feet.Currently $1.5 million total annual sales revenue with 50% coming from hotel revenue and the bar/restaurant being open only 3 evenings per week. The Bar and Restaurant is fully renovated and the kitchen, turnkey. A new owner should be able to take this business to $5 million in annual revenues with a strong operator and consistent opening hours. This is a highly confidential sale and all potential Buyers will need to provide their background restaurant/business experience and financial status to the Broker.To receive more information and discuss this opportunity with the broker along with the broker’s connections for a long-term SBA loan solution, please complete the ‘Non-Disclosure Agreement’ on our website and we’ll send you the name and address of this business opportunity along with full financial information, lease & comprehensive list of equipment included with the sale. We’ll also send you the Broker's direct contact information so you can discuss this opportunity in more detail. No Broker Coop.Financial Information:Monthly Revenue: Contact for Info Monthly Cash Flow: Contact for InfoAnnual Revenue: Contact for InfoAnnual Cash Flow: Contact for Info
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SBA Loan Pre-Approved – Long-Established – Bar/Restaurant & Event Center – Sought After San Luis Obispo LocationRRC# 5032Location: San Luis Obispo County Description:Nestled in the Heart of Southern California’s Wine Country between Paso Robles and Santa Barbara sits San Luis Obispo. A beautiful region, close to the ocean, wine country & the city of San Francisco. For sale is a well-established Bar & Restaurant with multiple open area Patios and a large Event center. Bar/Restaurant seats 140, Patios 100 and the Events Center 180 seated, 300 for a concert. Consistent $4.5 million annual sales revenues, producing over $500,000 in profits. All long-term management and staff are in situ and the financials are clean, showing proven historical success and future longevity. The Seller is the Landlord, therefore the Lease Terms are to be negotiated.The ABC License has to be reorganized but this is not insurmountable.This is a highly confidential sale and all potential Buyers will need to provide their background restaurant/business experience and financial status to the Broker prior to receiving the name, address & financials for this successful operation.Many fabulous online reviews;“Great spot to grab a drink and bite to eat, great for large groups and kids, with yard games and great outdoor space. The staff is friendly, and the food is solid.”“Perfect place if you're looking for a casual lunch/dinner spot with lots of indoor/outdoor seating. Great for a date night or for larger groups with lawn games, fire pits, and live music!”To receive more information and discuss this opportunity with the broker along with the broker’s connections for a long-term SBA loan solution, please complete the ‘Non-Disclosure Agreement’ on our website and we’ll send you the name and address of this business opportunity along with full financial information, lease & comprehensive list of equipment included with the sale. We’ll also send you the Broker's direct contact information so you can discuss this opportunity in more detail. No Broker Coop.Financial Information:Monthly Revenue: $345,917 Monthly Cash Flow: $38,020 Annual Revenue: $4,151,000 Annual Cash Flow: $456,226 General Info:Ownership: LLCEstablished: 1988Employees: 64 Reason For Sale: Other InterestsMonthly Rent: New Lease Negotiable Facilities:Square Feet: Contact for InfoSeating: 140 100 180 Parking: AmpleLicenses: ABC License, Health and Business Permit Days/Hours of Operation: 12.00pm - 9.00pm Daily. Closed Mondays
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Jump on this rare opportunity to acquire a prestigious fine art gallery with a legacy spanning over 40 years. Located on the busiest street in the city, this gallery boasts exceptional foot traffic, further amplified by frequent Farmer's Markets that attract a steady stream of visitors.The gallery benefits from constant exposure to both locals and tourists, ensuring high visibility and ample walk-in clientele. A substantial repeat client list underscores the gallery's strong relationships and customer satisfaction, providing a solid foundation for continued success.With over four decades of operation, the gallery has built a stellar reputation, becoming a cornerstone for art enthusiasts and collectors within the upper-middle class. The gallery employs several skilled artists as experienced management staff ensuring a seamless transition and continuity in operations.Featuring a curated selection of high-quality, unique pieces that appeal to discerning art connoisseurs, the gallery has become a go-to destination for collectors seeking exceptional artworks.This opportunity is perfect for an art lover with a keen eye for quality and a passion for the arts, or an investor looking to enter the lucrative art market with a well-established and respected brand. Seize this chance to own a distinguished boutique art gallery with a rich history, located in a vibrant area with continuous foot traffic. With a dedicated clientele, talented staff, and a revered reputation, this gallery promises a rewarding and fulfilling business venture.
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