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
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