If you’ve been searching for a CPA firm for sale that combines strong profitability with modern systems and a loyal client base, this opportunity is worth your attention. This well-established accounting practice is generating an impressive 60%+ Seller’s Discretionary Earnings (SDE)—a rare find in today’s market.
A Practice Built on Profitability and Efficiency
This CPA firm has carved out a niche in tax preparation, tax planning, and strategy, providing dependable revenue streams and long-term client relationships. The firm is semi-paperless and primarily cloud-based, which means the heavy lifting of transitioning to modern systems has already been done for you. With Thomson Reuters and QuickBooks software in place, the new owner can step in with minimal disruption.
Revenue Spread Throughout the Year
One of the standout advantages of this practice is its workload balance. Unlike many firms that see a sharp revenue peak around tax season, this firm collects about 50% of billings after April 15th. That means steady cash flow well beyond April, offering financial stability and reduced seasonal pressure.
Smooth Transition and Growth Potential
The current owner understands the importance of client continuity and is committed to offering transitional assistance to ensure a smooth handoff. With a solid infrastructure, loyal clients, and streamlined processes, this firm is a turnkey opportunity ready for immediate growth under new ownership.
Key Highlights of This CPA Practice for Sale:
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60%+ SDE – highly profitable business model
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Concentrated on tax prep, planning, and strategy
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Semi-paperless, cloud-based systems in place
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Balanced workload – ~50% of billings after April 15th
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Uses Thomson Reuters & QuickBooks software
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Transitional assistance available
For buyers seeking a profitable CPA firm with efficiency, scalability, and strong client relationships, this practice is an excellent acquisition. Opportunities like this don’t come along often—especially with such a high margin and growth potential.
Interested in learning more? Contact Naab Consulting today to discuss this exceptional opportunity.