Step towards your future
Are you ready to take the next step?
Don’t wait until the end of the year to list your firm, or start looking for a practice. Finding the right Buyer, or the right Practice to purchase, can, and should, take time. Interest rates are increasing over last year but SBA and Conventional loans are still available and a good option for practice acquisitions. Most firms are still selling for more than 1x gross without carrying back large notes. Contact us today for current market information.
Call us now for a no hassle conversation about your practice (855) 428-2225
ATB is the practice Broker with the most in-depth tax & accounting industry experience
Current Tax & Accounting Firms for Sale
Last Updated: December 7, 2023
| Location | Price | Gross Revenue | Net + Discretionary | Tax Prep Income | Bookkeeping Income | Other Income | Individual Average Fee | Entity Average Fee |
|---|---|---|---|---|---|---|---|---|
| Arroyo Grande | $525,000 | $567,463 | $201,452 | $373,350 | $190,113 | N/A | $536 | $865 |
| Bishop | $500,000 | $500,202 | $195,592 | $233,175 | $67,066 | $199,961 | $413 | $875 |
| Culver City | $378,000 | $378,634 | $177,302 | $324,407 | $37,147 | $14,880 | $543 | $1,221 |
| Folsom | $1,950,000 | $2,028,605 | $509,613 | $1,758,150 | N/A | $270,455 | $900 | $2,615 |
| Foster City | $425,000 | $397,332 | $161,375 | $397,332 | N/A | N/A | $1,190 | $1,632 |
| Fresno Region | $800,000 | $738,769 | $494,422 | $546,100 | $40,000 | $152,669 | $900 | $2,337 |
| Mendocino Remote | $150,000 | $141,334 | $112,792 | $141,334 | N/A | N/A | $419 | $695 |
| Menlo Park | $900,000 | $767,834 | $479,235 | $761,053 | Included in 1120S fee. | $6,781 | $1,772 | $1,265 |
| San Luis Obispo | $312,000 | $247,229 | $166,601 | $231,464 | $42,766 | $1,035 | $1,545 | |
| Santa Barbara | $550,000 | $522,992 | $257,417 | $359,252 | $117,975 | $45,765 | $520 | $845 |
| Santa Clara | $2,000,000 | $1,814,332 | $891,342 | $1,718,855 | $95,477 | $1,353 | $1,587 | |
| Simi Valley | $395,000 | $379,907 | $202,547 | $283,105 | $104,258 | $4,983 | $378 | $600 |
| Virtual – San Diego Based | $500,000 | $438,304 | $438,304 | $27,155 | $1,147 | $2,922 | ||
| Westlake Village | $110,000 | $92,551 | $81,442 | $70,371 | $22,180 | $510 | $1,485 |
Sale Pending
| Location | Price | Gross Revenue | Net + Discretionary | Tax Prep Income | Bookkeeping Income | Other Income | Individual Average Fee | Entity Average Fee |
|---|---|---|---|---|---|---|---|---|
| Loomis | $155,000 | $158,958 | $76,424 | $150,978 | $7,980 | $330 | $1,225 | |
| Los Gatos | $350,000 | $274,619 | $242,214 | $183,646 | $90,973 | N/A | $1,515 | $2,122 |
| Manhattan Beach | $320,000 | $262,593 | $177,293 | $250,717 | $11,876 | $500 | $2,733 | |
| Redding | $420,000 | $423,696 | $190,508 | $142,229 | $203,362 | $78,105 | $1,049 | $1,286 |
| Riverside | $340,000 | $289,811 | $204,562 | $204,002 | $54,881 | $30,928 | $1,046 | $2,403 |
| Sacramento | $515,000 | $539,419 | $159,279 | $330,772 | $202,018 | $6,629 | $501 | $860 |
| San Diego | $250,000 | $225,110 | $181,215 | $173,877 | $51,233 | $381 | $529 | |
| Santa Clara II | $100,000 | $83,408 | $71,477 | $72,607 | $10,801 | $401 | $1,640 | |
| Studio City | $1,050,000 | $879,432 | $715,190 | $594,943 | $75,000 | $209,489 | $784 | $1,867 |
| Virtual | $55,000 | $44,185 | $19,817 | $44,185 | $816 | $825 | ||
| Virtual – Cupertino | $250,000 | $190,592 | $102,592 | $190,592 | N/A | N/A | $495 | $968 |
The Difference with ATB is Clear
- Personalized service and attention
- No-hassle conversation about the process and current market values.
- Expertise you can rely on!
- We know the industry and understand your business.
Accounting & Tax Brokerage is a full service business brokerage firm exclusively providing services to the Accounting & Tax Industry.
ATB is operated by seasoned tax professionals with over 50 years of private practice experience.
We understand the relationship you’ve built with your clients, and our goal is to find a successor who will care for your firm just as you have.
We look forward to working with you
Please take a look around our website. You can view our current listings and immediately download more information on any practice by completing the online Buyer Profile and NDA located under the Buyer tab.
You can also learn more about us, read what our past clients have to say in testimonials, and get a little information about the Buying and Selling process.
Please feel free to call or email us anytime with questions at (855) 428-2225 or via any email address on our Contact page.