CPA Firm for Sale in Monroe County, NY
Financial Details
- Asking Price:
- $125,000
- Annual Revenue:
- $100,000
- Profit Metric:
- Cash Flow
- Location:
- NY, US
- Source:
- Date:
- September 15, 2025
Key Highlights
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