Virtual CPA Practice for Sale in Plano, TX

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Financial Details

Asking Price:
$1,040,000
Annual Revenue:
$741,000
Cash Flow / SDE:
$357,520
Valuation Multiple:
2.9x
Location:
Plano, TX, US
Source:
Date:
June 21, 2025

Key Highlights

- Virtual CPA and Financial Advisory practice generating $741,000 in annual revenue.
- Caters to high-net-worth individuals and small businesses with high average fees per return.
- Fully remote operation with strong cash flow exceeding 50% of gross income.

Description

This is a fully virtual CPA Tax and Financial Advisory practice based in Plano, TX. The firm generates approximately $741,000 in annual gross revenues, catering to high-net-worth individuals and small businesses. The firm has a strong fee structure with average fees per return above $2,300 and generates cash flow to owner exceeding 50% of gross income. The practice utilizes state-of-the art technology platforms to provide highly efficient, professional services in a fully-remote environment without a physical office location.

Industry Information

Industry Description:
Financial
Classification:
Financial Services

Listing Details

Listing ID:
16a617d7-e531-4eb2-8eaa-64a37d9c2ae9
Deal Status:
For Sale
Date Posted:
June 21, 2025
Last Updated:
June 21, 2025
Currency:
USD

Features & Tags

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