Financial Details

Asking Price:

$320,000

Annual Revenue:

$246,082

Cash Flow / SDE:

$246,082

Valuation Multiple:

1.3x

Location:

Westlake Village, CA, US

Sources:

Date:

June 18, 2025

Key Highlights

- CPA firm in Westlake Village, CA with $246k gross revenue for sale.

- Revenue derived from 121 individual returns, 9 trusts, and 9 entities.

- Partial sale with no employees transferring; buyer assumes preparation responsibilities.

Description

CPA firm for sale in Westlake Village, CA. The practice has a select block of clients being offered for sale as part of the Seller’s phased retirement. The 2024 Gross revenue of $246k is derived from 121 Individual returns, 9 Trusts (1041), and 9 Entities (1120/1120S). This is a partial sale with no employees transferring; the Buyer will assume all preparation responsibilities. The Seller will introduce clients and assist with transition but will not provide tax preparation support post-sale.

Industry Information

Industry Description:: CPA Firm
Classification:: Financial Services

Listing Details

Listing ID:: 578e95e8-1aea-4839-815c-6ab5e0567ce8
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 # westlake-village # tax-practice # client-block # partial-sale