Cincinnati, Ohio

This well established CPA practice in the Greater Cincinnati Area has built a loyal client base across personal tax, business tax, and accounting services. The diversified revenue mix reflects strong profitability, with a Seller’s Discretionary Earnings (SDE) margin of approximately 60%, giving an incoming owner a stable foundation rather than reliance on a single service line.

The current owner is preparing to retire and will be flexible and available for transitional assistance, helping ensure a smooth handoff of client relationships. The practice runs on QuickBooks and UltraTax software, so a new owner steps into modern, familiar systems already in place.

Financing is a strong point here: the practice has been pre-qualified by Naab Consulting’s lenders for bank financing, with up to 90% bank and seller financing available, plus additional funds for working capital and equipment if desired.