Monterey Peninsula, CA CPA Tax Practice for Sale

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Financial Details

Asking Price:
$950,000
Annual Revenue:
$812,000
Cash Flow / SDE:
$307,000
Valuation Multiple:
3.1x
Location:
Monterey, CA, US
Source:
Date:
August 12, 2025

Key Highlights

- Established CPA tax practice for sale in Monterey Peninsula, CA since 1970.
- Specializes in individual and business tax returns using ProSystem FX software.
- Owner prefers a Monterey County-based buyer; operates on a month-to-month lease.

Description

Established in 1970, this CPA tax practice for sale in Monterey Peninsula, CA, presents a potential acquisition opportunity. The firm primarily handles individual and business tax returns, utilizing ProSystem FX software. The owner prefers a buyer located in Monterey County. The business operates on a month-to-month lease.

Industry Information

Industry Description:
Financial Businesses for Sale
Classification:
Financial Services

Listing Details

Listing ID:
86c0dbae-9972-415e-842d-4da77eae2570
Deal Status:
For Sale
Date Posted:
August 12, 2025
Last Updated:
August 12, 2025
Currency:
USD

Features & Tags

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