CPA Firm for Sale in Monroe County, NY

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Financial Details

Asking Price:
$125,000
Annual Revenue:
$100,000
Profit Metric:
Cash Flow
Location:
NY, US
Source:
Date:
September 15, 2025

Key Highlights

Established CPA firm in Monroe County, NY.
Retiring owner offers transition support and client handover.
Flexible two-phase sale structure available.

Description

This listing is for an established CPA firm located in Monroe County, NY, offered by a retirement-minded owner. The business has reported sales of $100,000 with an asking price of $125,000. The sale is structured ideally in two phases: the first phase involves the transfer of entity tax returns (1120, 1065) with an approximate revenue of $50K, where the retiring CPA will continue to work from the buyer's premises, assisting with operations and compensating for rent and support. The second phase involves the eventual transition of approximately 150 individual tax returns. The owner also has expertise in forensic accounting and wishes to continue this work. A critical requirement for the buyer is to possess a brick-and-mortar location in Monroe County. The transition terms are fully negotiable, and the owner is in excellent health and plans to remain involved indefinitely. This presents a unique opportunity for an accountant looking to acquire an established practice with ongoing owner support.

Industry Information

Industry Description:
Finance and Insurance
Classification:
Financial Services

Operational Snapshot

Reason for Selling:
Retirement

Real Estate & Lease

Status:
Unknown

Listing Details

Listing ID:
7a575aa5-1371-4061-ad81-b4ded38305c3
Deal Status:
For Sale
Date Posted:
July 14, 2023
Last Updated:
September 15, 2025
Currency:
USD

Features & Tags

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