NOT DISCLOSED, Minnesota
| Asking Price |
$750,000 |
Year Established |
2014 |
|
| Annual Revenue |
$655,284 |
Reason for Selling |
Retirement |
|
| Annual P/L |
|
Attention |
Sunbelt Business Advisors |
|
| Annual Cash Flow |
$302,409 |
Listing Number |
1017150 |
|
| # of Employees |
2 |
Business Category |
Miscellaneous: Non-classifiable |
|
Business Overview:
Well-established CPA practice serving a loyal and diversified client base. The firm generated $655,284 in 2026 trailing-twelve-month revenue and approximately $302,409 in seller’s discretionary earnings.
The practice serves nearly 1,000 individual tax clients, 158 business tax clients, and 17 trust and estate clients. Approximately 34% of 2025 revenue was generated through recurring bookkeeping and payroll engagements, providing more consistent year-round cash flow.
New individual clients are currently priced at a $450 base fee, plus applicable form charges. The firm accepted approximately 75 new clients during the past year after selectively screening prospects, demonstrating strong demand in the market.
The two CPA owners are supported by three seasonal employees and are willing to assist as needed to ensure a smooth transition. Growth opportunities include accepting additional tax clients, expanding recurring accounting services, introducing advisory or outsourced CFO offerings, and improving capacity through workflow automation.
Interested buyers should have at least $600,000 in available capital for the down payment.
Sunbelt Listing ID: 59484
Property Features and Assets:
Market Competition and Expansion:
Additional Details:
- The property is Leased.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity