Profitable Phoenix Accounting Firm with Strong Margins and Diverse Revenue Streams

Phoenix Accounting Firm

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Financial Details

Asking Price:
$2,250,000
Annual Revenue:
$1,400,000
Cash Flow / SDE:
$655,806
Profit Metric:
Cash Flow
Valuation Multiple:
3.4x
Location:
Phoenix, AZ, US
Source:
Date:
October 11, 2025

Key Highlights

Excellent margins (SDE ~50%, EBITDA ~40%) and a balanced revenue mix (46% accounting, 50% tax).
Centrally located in Phoenix, AZ, serving the entire metropolitan area with significant growth opportunities.
Experienced CPA owners willing to provide transition support and stay on for a period.

Description

This is a well-established accounting firm located in a prime central Phoenix, Arizona location, serving the entire metropolitan area. The business boasts excellent profit margins, with SDE near 50% and EBITDA near 40%, supported by a balanced revenue stream comprising 46% monthly accounting work, 50% tax compliance, and 4% other services. With 13 years in operation and 1500 clients, there are significant growth opportunities. The two principal CPAs are willing to stay on for transition and potentially work within the tax division for market-based pay, staggering their exit over two years. The firm is SBA qualified, and the seller will hold back 10%. This listing represents a strong opportunity for an acquirer seeking a profitable and stable financial services business.

Industry Information

Industry Description:
Financial Services
Classification:
Financial Services

Operational Snapshot

Year Established:
2012
Reason for Selling:
Retirement

Real Estate & Lease

Status:
Leased
Monthly Rent:
$3,125 USD
Lease Expiration:
2026

Assets & Inventory

FF&E Value:
$10,000 USD
Includes FF&E:
Yes

Broker Contact

Name:
Ryan Gipple
Company:
West USA

Listing Details

Listing ID:
5bdcca6e-b61e-458f-b0fc-e23b7c64b680
Source Listing ID:
2423738
Deal Status:
For Sale
Last Updated:
October 11, 2025
Currency:
USD

Features & Tags

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Tags & Categories
Accounting Tax CPA Phoenix Financial Services