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Santa Clara County, California
Business Accounting Services Firm - 20 Years Est
Asking Price
$795,000
Revenue
$1,172,000
Down
Call/Email
Cash Flow
$240,000
Name: Tim Cunha
Phone: Show phone number
Name
Tim Cunha
Phone
Show phone number
Description
This business, a San Jose Metro Area financial services firm, offers comprehensive outsourced accounting, bookkeeping, controllership, and advisory services to small businesses, start-ups, venture capital firms, and non-profit organizations. This includes capture and analysis of transaction data & preparation of financial reports. The firm does not prepare, file, or defend tax returns.
Whether a prospective client is starting a new business and needs a little help setting up a user-friendly accounting system — or is a well-established company that wants to outsource some or all of their accounting department, this business has a solution.
In business for 20+ years, the firm provides a broad spectrum of financial services for small businesses, non-profit entities, venture capital firms, and start-ups. The business operates from leased offices (2,954 sq ft) in a major metropolitan business center.
The staff consists of five controllers with impeccable credentials and decades of experience: 3 full-time and 2 part-time. The current owner is not engaged in day-to-day business operations.
Annual sales for 2024 were $1,171,932. Sales in 2024 were generated by 74 unique clients.
Seller’s Discretionary Earnings (SDE) were about $223,000 in 2024.
The company provides a broad spectrum of services:
Bookkeeping: QuickBooks, payroll, bank reconciliation, A/P, A/R, E-commerce accounting.
Controller functions: Budgeting, accounting controls, financial reporting, financial review & analysis, relationship management.
Advisory consulting: Board presentations, accounting and financial tools, key metrics, software assessment, and strategic planning.
A comprehensive, aggressive marketing campaign is underway to broaden the already-diverse client base.
The Transaction: The seller is open to all reasonable offers and terms. The business is being offered for $795,000. This would include all assets used in the business, except accounts receivable, cash-on-hand, and leasehold security deposit. This is for the entire business including, as applicable, the business name, trade names, trademarks, proprietary methods and procedures, any other intellectual property, customer lists, vendor/supplier information, sales backlog, goodwill, tangible assets, (tools, apparatus, furniture, fixtures, and equipment). A definitive list of assets will be included in any purchase agreement and will supersede this list. It does not include cash, accounts payable*, accounts receivable, or security deposits. (*Seller is responsible for A/P and payroll through the date of Closing.)
A prospective buyer must be able to show proof of funds and financing, and, after preliminary discussion with the broker and seller, be willing to engage in a contingent, cancelable asset purchase agreement (APA) with a refundable 5% down payment deposited to escrow prior to any in-depth due diligence investigation.
Exclusive Broker: Tim Cunha, J.D., Cal. DRE #01919755
Note: All data on this business are provided by the Seller for information purposes only, and no representations are made by the Broker as to accuracy. The Broker has made no independent verification of the data contained herein. The Broker represents the Seller and does NOT represent the Buyer. The Buyer is advised to perform independent due diligence and seek the advice of professionals prior to purchasing the Business.
Posting Information
Posting ID:
292719
Business Category:
Service, Business Service
Business Types:
Accounting Practice, Payroll Service
Keywords:
Santa Clara County, california, accounting
Attributes:
Broker Cooperation
Send NDA Request
Please complete the form below to request the NDA for this listing. The broker will review your request and send the NDA for you to sign.
Once signed, you’ll receive access to confidential business details including the business name, address, and financials.
Posting Title
Business Accounting Services Firm - 20 Years Est
Posting ID
#292719
Full Name (Required)
Email (Required)
Phone (Required)
Your NDA Request has been Sent!
Please check your email for updates — the seller will send you the NDA to review and sign before sharing any confidential details.
Agent, Broker or Seller Contact
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