Established CPA Practice for Sale in Pacifica, San Mateo County, CA
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Financial Details
- Asking Price:
- $425,000
- Annual Revenue:
- $307,000
- Cash Flow / SDE:
- $257,898
- Profit Metric:
- Cash Flow (Seller's Discretionary Earnings)
- Valuation Multiple:
- 1.6x
- Location:
- Pacifica, CA, US
- Source:
- Date:
- November 06, 2025
Key Highlights
Strong projected SDE of $257,898 for 2025 based on current client load.
Diversified revenue streams from individual (198), business (51), and trust/estate returns.
Modern practice utilizing UltraTax software with a potentially assumable lease expiring in 2026.
Description
This is an excellent opportunity to acquire a well-established CPA practice located in Pacifica, San Mateo County, California. Founded in 2010, the practice boasts a strong financial profile with $307,000 in Gross Revenue and a projected Seller's Discretionary Earnings (SDE) of $257,898 for 2025. The client base is robust, featuring approximately 198 individual tax returns (averaging $818), 51 business tax returns (averaging $1,880), and 18 Trust & Estate returns (averaging $2,126). The firm uses UltraTax software. The current lease expires in July 2026 and is noted as potentially assumable. The seller is specifically looking for a licensed practitioner based in the San Francisco or Peninsula area.
Industry Information
- Industry Description:
- A well-established CPA practice specializing in tax preparation for individuals and businesses, located in the San Francisco Peninsula area.
- Classification:
- Financial Services
Operational Snapshot
- Year Established:
- 2010
Real Estate & Lease
- Status:
- Leased
- Lease Expiration:
- 2026
Broker Contact
- Name:
- Hannah Boctor
- Company:
- Accounting Practice Sales
Listing Details
- Listing ID:
- b1fa8c2e-27d1-43d4-a2c4-44bf1a8d63d4
- Source Listing ID:
- 2437203
- Deal Status:
- For Sale
- Last Updated:
- November 06, 2025
- Currency:
- USD
Features & Tags
Quality Verified
This listing meets our quality criteria and standards.
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Tags & Categories
CPA
Tax Preparation
Professional Service
California
Pacifica