MetroWest Accounting Practice - High SDE in Middlesex County, MA

MetroWest Accounting Practice

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Financial Details

Asking Price:
$780,000
Annual Revenue:
$681,000
Cash Flow / SDE:
$412,000
Profit Metric:
Cash Flow (SDE)
Valuation Multiple:
1.9x
Location:
MA, US
Source:
Date:
October 06, 2025

Key Highlights

Established CPA firm in Metrowest, MA with strong Seller's Discretionary Earnings (SDE) of $412,000.
Generates over $680,000 in annual billings, serving a loyal client base.
Owner willing to provide 1-2 years of transition assistance, with a planned retirement as the reason for sale.

Description

This is a well-established CPA firm located in the Metrowest area of Middlesex County, Massachusetts. The business generated over $680,000 in billings in 2024 and boasts a high Seller's Discretionary Earnings (SDE) of $412,000. The team includes the owner (CPA), an enrolled agent, and administrative staff. Due to the nature of the client work, which includes attest services, the purchaser must be a licensed CPA. The firm is listed for sale due to the owner's planned retirement. The owner is flexible and willing to provide transition assistance, working in a reduced capacity for 1-2 years post-sale. The business operates from a leased space.

Industry Information

Industry Description:
Massachusetts Growing Accounting Firm - High SDE
Classification:
Financial Services

Operational Snapshot

Reason for Selling:
Planned Retirement

Real Estate & Lease

Status:
Leased

Broker Contact

Name:
Nick Makrys, CPA

Listing Details

Listing ID:
91ecd7da-e1c7-435f-ad87-85ad5228a884
Source Listing ID:
2421470
Deal Status:
For Sale
Last Updated:
October 06, 2025
Currency:
USD

Features & Tags

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Tags & Categories
Accounting CPA Financial Services Middlesex County High SDE