Financial Details

Asking Price:

$550,000

Annual Revenue:

$394,665

Cash Flow / SDE:

$243,131

Valuation Multiple:

2.3x

Location:

Santa Clara, CA, US

Sources:

Date:

June 18, 2025

Key Highlights

- Established CPA firm in Santa Clara, CA with 30+ years of operation.

- Diverse revenue streams including individual tax, entities, bookkeeping, and tax advisory.

- Seller offers transition assistance for up to 2 years.

Description

Established CPA firm in Santa Clara, CA, operating for over 30 years with a high profit margin. The firm boasts a diverse revenue stream from individual tax returns, entities, bookkeeping, and tax advisory services. The firm employs one full-time senior accountant and utilizes Lacerte, QuickBooks Online, Doc-it, and Office 360. The seller is willing to assist with the transition for up to 2 years.

Industry Information

Industry Description:: CPA Firm
Classification:: Financial Services

Listing Details

Listing ID:: 549abbd3-58a8-4ccf-b0ca-61ae1aa6eb54
Deal Status:: For Sale
Date Posted:: June 18, 2025
Last Updated:: June 18, 2025
Currency:: USD

Features & Tags

Quality Verified This listing meets our quality criteria and standards. Verified

Tags & Categories

# cpa-firm # santa-clara # tax-services # bookkeeping # high-profit-margin