CPA Firm for sale in Anaheim, CA. This well-established firm is looking for a partial sale in order to reduce the Seller’s workload. The Seller has chosen a specific list of clients to be included in the sale. They have carefully selected younger business clients, their corporations, partnerships & trusts. This is a good mix of clients who represent higher fees. The Seller’s ultimate goal is to find a good home for these clients with a CPA who has an extensive tax & accounting background. Firm has additional private office space that can be rented if new owner wants to keep the clients in the current location, or the clients can be moved within Orange County. Included in the sale is Gross revenue of $172k which is derived from 142 Individuals with an avg. fee of $557, 52 entities with an average fee of $1,077 plus 6 bookkeeping clients that bring in an additional $36k of annual revenue. Firm uses Lacerte, Drake, & Quickbooks. There is no staff available with this partial sale unless Buyer rents office space and then they may be able to share some office staff.
Much more information is available on the Practice Profile. Please complete the Buyer Profile and NDA online via the link below and the Practice Profile will be available for download immediately after submission.