Established CPA Firm for Sale in SW Florida
Financial Details
- Asking Price:
- $775,000
- Cash Flow / SDE:
- $328,939
- Profit Metric:
- Owner Benefit
- Valuation Multiple:
- 2.4x
- Location:
- FL, US
- Source:
- Date:
- October 02, 2025
Key Highlights
Description
This is a well-established, family-owned CPA firm located in SW Florida, boasting over 39 years of dedicated service to its community. The firm is recognized for its personalized client approach, deep-rooted client relationships, and consistent profitability. It presents a turnkey opportunity for a growth-oriented CPA or an existing firm looking to expand its market presence. Key strengths include a strong reputation built on decades of service and word-of-mouth referrals, a diverse client base comprising individuals, small businesses, and nonprofits across various industries, and stable, recurring revenue streams from tax preparation, bookkeeping, payroll, and advisory services. The business benefits from a loyal and experienced team with long tenure and strong client rapport, who are willing to stay with the new owner. The prime, centrally located office offers easy accessibility and potential for expansion. The firm utilizes modern accounting software and secure remote capabilities. The ideal buyer is a CPA seeking independence or a regional firm aiming to broaden its footprint. The real estate associated with the office is also available for purchase separately.
Industry Information
- Industry Description:
- CPA Firm
- Classification:
- Financial Services
Operational Snapshot
- Year Established:
- 1986
Real Estate & Lease
- Status:
- Available Separately
- Real Estate Price:
- $800,000 USD
Broker Contact
- Company:
- CIBB Exclusives Florida
- Phone:
- (239) 936-1718
Listing Details
- Listing ID:
- 236e1ea9-c2f5-4dcc-bdb1-a469665c84e0
- Source Listing ID:
- 90407393
- Deal Status:
- For Sale
- Last Updated:
- October 02, 2025
- Currency:
- USD