Established CPA Firm for Sale in SW Florida

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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

Well-established, family-owned CPA firm with over 39 years of service and a strong reputation in SW Florida.
Consistent profitability driven by recurring revenue from tax preparation, bookkeeping, payroll, and advisory services.
Turnkey operation with experienced, loyal staff available to transition, ideal for CPA acquisition or expansion.

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

Features & Tags

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Tags & Categories
CPA Accounting Tax Services Bookkeeping Financial Advisory