Santa Maria CPA Firm for Sale

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Financial Details

Asking Price:
$695,000
Annual Revenue:
$630,000
Cash Flow / SDE:
$349,962
Valuation Multiple:
2.0x
Location:
Santa Maria, CA, US
Sources:
Date:
May 22, 2025

Key Highlights

- Well-established CPA firm in Santa Maria, CA, with nearly 30 years of operation.
- Generates $630k in gross revenue from tax returns, entities, and accounting.
- Fully staffed and owner willing to assist with transition.

Description

Well-established CPA firm located in Santa Maria, CA, available for acquisition. The firm has been operating for nearly 30 years and has a strong presence in the central coast region. The owner is planning to retire but is willing to assist with the transition for a couple of years on a part-time basis. The firm generates $630k in gross revenue from individual tax returns, entities, and accounting income. The firm is fully staffed with one full-time office manager and one part-time bookkeeper. Ideal buyer should have an extensive tax background and an understanding of clients in the Agriculture industry.

Industry Information

Industry Description:
CPA
Classification:
Financial Services

Listing Details

Listing ID:
badc80b7-e975-4b0e-a5a1-011f1fd9565d
Deal Status:
For Sale
Date Posted:
May 22, 2025
Last Updated:
May 26, 2025
Currency:
USD

Features & Tags

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