National CPA & Advisory Firm with Recurring Revenue
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Financial Details
- Asking Price:
- $7,000,000
- Annual Revenue:
- $9,010,776
- Cash Flow / SDE:
- $3,387,630
- Valuation Multiple:
- 2.1x
- Location:
- FL, US
- Source:
- Date:
- July 31, 2025
Key Highlights
- Nationally recognized CPA firm serving over 4,000 clients in 46 states.
- Specializes in monthly retainer-based tax advisory and fractional CFO services for medical professionals, dentists, and high-net-worth individuals.
- Virtual-first model with a proprietary Zoho-based platform, ensuring strong client retention and scalable infrastructure.
Description
Nationally recognized CPA and advisory firm serving over 4,000 clients across 46 states. Specializes in monthly retainer-based tax advisory and fractional CFO services, particularly for medical professionals, dentists, and high-net-worth individuals. Operates on a virtual-first model with a proprietary Zoho-based platform. Strong client retention and scalable infrastructure.
Industry Information
- Industry Description:
- Financial Businesses for Sale
- Classification:
- Financial Services
Listing Details
- Listing ID:
- 8d85e602-c03e-4a63-ae90-f270058069f9
- Deal Status:
- For Sale
- Date Posted:
- July 31, 2025
- Last Updated:
- July 31, 2025
- Currency:
- USD
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