Profitable Phoenix Accounting Firm with Strong Margins and Diverse Revenue Streams
Phoenix Accounting Firm
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
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