Listing Number: BBF-264-00393
Category: Accounting
SIC Code: 8721
Detail: CPA Practice

Price: $900,000
Down Payment: $900,000
Gross Sales: $850,000
Discretionary Earnings: $204,000

Location: Palm Beach County, Florida, USA

Business Description

Well-established Florida-based accounting and tax advisory firm offering a full range of professional financial services to individuals, businesses, trusts, estates, and nonprofit organizations. The firm provides comprehensive solutions including tax planning and compliance, small business accounting, estate planning, and advisory services designed to help clients maximize financial outcomes.

The practice has built strong, long-term relationships with high-net-worth individuals and established businesses, creating a dependable stream of recurring revenue and strong client retention. With expertise in complex tax areas such as multi-state taxation, sports accounting, and tax incentives, the firm has developed a valuable niche that differentiates it from many traditional CPA practices.

This opportunity is ideal for a CPA or accounting firm looking to expand their footprint in Palm Beach County with a well-respected practice and an established client base. The current CPA owner is willing to remain involved during an extended transition period to ensure client continuity and is also open to staying on in a business development or advisory role if preferred by the buyer.

Key Highlights

• Full-service accounting and tax advisory firm

• Serving individuals, businesses, trusts, estates, and nonprofits

• Expertise in multi-state taxes, sports accounting, and tax incentives

• High-net-worth client relationships

• Strong recurring revenue and client retention

• Experienced CPA willing to remain during transition

• Option for seller to assist with business development after sale

• Located in desirable Palm Beach County market

Business Details

• Relocatable: Yes

• Home Based: No

• Franchise: No

• Lender Pre-Qualified: No

• May Qualify For Visa: Yes

Assets