Accounting Firm for Sale in Phoenix, AZ with $1.4M Revenue and $655K Cash Flow

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Financial Details

Asking Price:
$2,250,000
Annual Revenue:
$1,400,000
Cash Flow / SDE:
$655,806
Profit Metric:
Cash Flow
Valuation Multiple:
3.4x
Location:
Phoenix, AZ, US
Source:
Date:
October 07, 2025

Key Highlights

Established accounting and tax services firm in Phoenix, AZ with strong margins and balanced revenue mix.
SBA pre-qualified with seller financing options and transition support from retiring CPAs.
Prime central Phoenix location with growth opportunities and a solid client base of 1500.

Description

This listing presents a well-established accounting and tax services firm located in a prime central location within the Phoenix, Arizona metropolitan area. The business offers a balanced service mix, with 46% of revenue from monthly accounting, 50% from tax compliance, and 4% from other services. It demonstrates strong financial performance, with Seller's Discretionary Earnings (SDE) near 50% and EBITDA near 40%, generating significant cash flow. The asking price is $2,250,000, with an EBITDA of $525,806. The firm is pre-qualified for SBA financing, and the seller is open to a 10% holdback for buyer protection. The practice is owned and operated by two CPAs who are willing to assist with a smooth transition, including staying on for market-based pay in the tax division and staggering their exit over two years. The business operates from two leased facilities totaling 1,100 square feet, with a lease expiration in July 2026. Furniture, Fixtures, and Equipment (FF&E) valued at $10,000 are included in the sale. The firm currently employs 10 individuals (including principals) and has a client base of 1500. This represents a significant opportunity for growth and expansion in a thriving market.

Industry Information

Industry Description:
Accounting and Tax Services Firm
Classification:
Financial Services

Operational Snapshot

Year Established:
2010
Employees:
10
Reason for Selling:
Retirement

Real Estate & Lease

Status:
Leased
Monthly Rent:
$3,125 USD
Lease Expiration:
2026

Assets & Inventory

FF&E Value:
$10,000 USD
Includes FF&E:
Yes

Broker Contact

Company:
Berkshire Business Sales & Acquisitions

Listing Details

Listing ID:
64beb448-73af-441e-91fa-759a5148f09d
Deal Status:
For Sale
Last Updated:
October 07, 2025
Currency:
USD

Features & Tags

Quality Verified This listing meets our quality criteria and standards. Verified
Tags & Categories
Accounting Tax Services Phoenix SBA Retirement