Share This Posting from BizBen.com
Share this listing with a friend, colleague, or interested buyer!
Los Angeles County, California
Highly Profitable, Established CPA Firm in Southern California
Asking Price
$3,300,000
Revenue
Call/Email
Down
Call/Email
Cash Flow
Call/Email
Name: Jennifer Wu
Name
Jennifer Wu
Description
For over 25 years, this premier CPA firm has provided exceptional accounting, tax, and advisory services to a highly loyal client base in Southern California. Serving 100+ clients the firm has achieved remarkable organic growth driven entirely by word-of-mouth referrals and continues to show growth year over year.
The practice is fully modernized, operating on a robust cloud infrastructure that allows for efficient, and a majority of remote-first client interactions. The firm offers a comprehensive suite of services, including Payroll Prep, Write-up, LLC & Incorporation, and Corporate & Individual Taxes. The revenue mix is highly stable, split 65% business and 35% individual clients.
Financial Highlights:
*List Price: $3,300,000
•TTM Revenue: $2,211,186
•TTM SDE (Seller's Discretionary Earnings): $1,297,224
•SDE Margin: 58.7%
•Recent Growth: Revenue for Jan–Apr 2026 is up 11% compared to the same period in the prior year.
Key Investment Highlights:
•Strong Recurring Revenue Base: The firm boasts an 85% client retention rate with longstanding client history
*B2B Focus: Businesses make up the majority of revenue, providing for a more stable revenue base
*Diversified Services: The firm offers a broad range of services from payroll accounting to foundation set-up
•Low Concentration Risk: No single client accounts for more than 5% of total revenue
•Turnkey Operations: Supported by a dedicated team of 5 staff members with strong tenure
•Seamless Transition: The current owner, who is retiring, is committed to staying on to help transition client relationships and provide necessary support to ensure continued success, or even stay on as a strategic advisor.
This is a rare opportunity to acquire a highly profitable, scalable, and well-respected CPA practice with a predictable recurring revenue model and exceptional margins. This opportunity is well-suited for a range of qualified buyers, including:
*Regional or National CPA Firms Looking to Expand: A firm looking to establish or expand its footprint in the Southern California market would gain immediate access to a well-established, loyal client roster of clients
*Independent CPAs or Small Practices Looking to Scale: A solo practitioner or small firm ready to grow would acquire a fully staffed, operationally mature practice with proven systems, cloud-based infrastructure, and a recurring revenue base — allowing them to focus on growth rather than building from the ground up.
*Out-of-State Firms Seeking a Seeking Southern California Market Entry: A buyer based outside of California looking to get into the California market can integrate this practice with minimal disruption, leveraging the existing team and client relationships from day one.
https://tworld.com/locations/California/northsangabrielvalley/listings/Highly-Profitable-Established-CPA-Firm-in-Southern-California
Business Details
Year Established:
1999
Employees:
5
Reason for sale:
Retirement
Lease & Tenant Information
Lease Expiration:
10/31/2027
Lease Options:
$3,300
Other Information
Listing Number:
60373-457900
Sales:
$1,920,888
Seller's Discretionary Earnings:
$1,177,588
Posting Information
Posting ID:
ID tw:90281 / Listing Number 60373-457900
Business Category:
Accounting, Financial Related
Keywords:
Transworld
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.
Posting Title
Highly Profitable, Established CPA Firm in Southern California
Posting ID
#*4f25b71bf80b1ae3c9631c81a097d24c*90281
Full Name (Required)
Email (Required)
Phone (Required)
NDA Signed Successfully!
Your NDA has been signed and submitted. The broker will review and countersign it. Once complete, you will receive access to confidential business details.
Agent, Broker or Seller Contact
Recommended Businesses
Onondaga County, New York
Established Tax & Accounting Practice — Syracuse Area
$ 880,000
Business Overview Long-established CPA practice serving individuals and small businesses throughout Central New York. Decades of continuous operation have produced a deep, loyal client base that renews year after year with minimal marketing spend. Revenue is stable and predictable, driven by annual tax preparation work supplemented by bookkeeping and advisory services. The firm operates with four full-time staff year-round, expanding to seven full-time and three part-time employees during tax season. This is a fully staffed, systematized practice rather than a one-person book of business dependent on the owner’s personal capacity. A buyer steps into an existing team, established workflows, and client relationships that are already handled at the staff level, which materially reduces the transition risk that typically accompanies the purchase of a professional services firm. The seller is a licensed CPA and is willing to remain with the practice through a defined transition period to introduce clients, transfer institutional knowledge, and support continuity of service. Real Estate The real estate is available as part of the transaction on negotiable terms. Ideal Buyer This is a turnkey opportunity for a licensed CPA seeking to acquire an established practice rather than build one from scratch, or for an existing accounting firm looking to expand its footprint in the greater Syracuse market. New York State licensing requirements apply to ownership of a CPA practice. https://tworld.com/locations/New-York/syracuse/listings/Established-Tax-Accounting-Practice-—-Syracuse-Area
Dewey County, Oklahoma
Used Auto Dealership and Lending Corp, Highly Successfull
$ 15,750,000
Excellent opportunity featuring an auto dealership with more than two decades history, as the revenue engine, and a finance company, as the earning annuity. A single retail sale can produce vehicle gross, doc /GAP / VSI / service-contract income and a financed receivable earning contracted interest for years. Margin is captured at both ends of the transaction. The company's streamlined single-person transaction model and full lifecycle credit workflow are documented, measurable and transferable. The systems — not individual personalities — carry the business. This business model offers a smooth experience for the buyer with only one closer involved from first contact to delivery. Eleven day-to-day roles across both companies produced $2.69M of combined FY2025 net income. Owner involvement is limited to periodic financial review, with no owner-required daily functions. Replicate business model in new areas. https://tworld.com/locations/Oklahoma/tulsa/listings/Used-Auto-Dealership-and-Lending-Corp-Highly-Successfull
Coffee County, Tennessee
Profitable Middle TN Mortgage Brokerage - Turnkey, Owner Exiting
$ 350,000
Well-established residential mortgage brokerage serving Middle Tennessee, available for acquisition after five years of profitable owner-operation. The business generated approximately $394,000 of revenue on a trailing twelve-month basis, and its 2026 year-to-date production is running materially ahead of that pace. Seller's discretionary earnings are approximately $193,000 on a weighted multi-year basis and approximately $228,000 on the current annualized 2026 run rate. Revenue is driven almost entirely by referral relationships with local REALTORS, builders, and past clients, supported by a client database built over five years. The operation is lean, with one part-time loan processor and coordinator in place who is expected to remain through transition. Systems, lender relationships, licensing, and workflow are established and documented. The business occupies an attractive, recently completed 3,200 square foot professional build-out in a prominent downtown location. The premises are owned separately by the seller and are available to the buyer either by lease at market rent or by purchase in a separate transaction, giving the buyer flexibility on structure and capital deployment. An ideal fit for a licensed mortgage loan originator seeking to own rather than produce for someone else, or for an existing mortgage or real estate firm looking to expand its Middle Tennessee footprint with an established book and a turnkey location. Seller will consider a modest note to a qualified buyer and will provide transition training. Proof of funds and a signed confidentiality agreement are required before further information is released. Several avenues are available to a motivated buyer: Producer capacity. The business has recently operated with reduced originator headcount while still growing revenue. Adding one or two licensed originators to an existing referral pipeline and established office represents the clearest path to near-term growth. Underserved geography. The market is positioned between Nashville and Chattanooga along the I-24 corridor, an area experiencing sustained residential growth and in-migration, with comparatively limited local independent brokerage competition. Product expansion. Current production is concentrated in residential purchase and refinance business. Construction, renovation, investor, and commercial products represent adjacent lines the existing referral base could support. Database monetization. Five years of closed-client records offer refinance and repeat-purchase opportunity that has not been systematically marketed. Real estate control. The buyer may acquire the premises outright, converting occupancy cost into equity, or lease at market rent and preserve capital for growth. https://tworld.com/locations/Tennessee/murfreesboro/listings/Profitable-Middle-TN-Mortgage-Brokerage-Turnkey-Owner-Exiting
Hampton City County, Virginia
Reliable Tax Planning and Bookkeeping Solutions for Sale!
$ 350,000
This well-established tax and bookkeeping business has built a strong reputation for delivering reliable, high-quality financial services to individuals and small business clients. The company generates consistent revenue through a mix of recurring bookkeeping engagements and annual tax preparation services, creating predictable cash flow and a stable foundation for future growth. Services include bookkeeping, tax preparation, tax planning, payroll support, financial reporting, and related accounting services. The business benefits from long-standing client relationships, excellent retention rates, and a steady stream of referrals, reflecting years of trusted service and customer satisfaction. Operations are streamlined with proven systems and processes in place, allowing for efficient management and a seamless transition to new ownership. Significant growth opportunities exist through expanded marketing efforts, additional staffing, advisory services, and increased penetration within the existing client base. This turnkey opportunity is ideal for a CPA, Enrolled Agent, accounting professional, bookkeeping firm, or strategic buyer looking to expand their footprint, acquire an established client portfolio, and benefit from immediate recurring revenue. The owner is committed to supporting a smooth transition to ensure continued success and client retention under new ownership. https://tworld.com/locations/Virginia/commonwealth/listings/Reliable-Tax-Planning-and-Bookkeeping-Solutions-for-Sale-
Worcester County, Massachusetts
Multi Unit Tax Franchise
$ 580,000
Acquire a well-established tax preparation business operating from three strategically located offices with a long-standing reputation for delivering reliable tax, bookkeeping, and financial services. Serving thousands of individual and small business clients, this business benefits from recurring annual revenue, strong customer retention, and a recognizable national brand that generates ongoing consumer trust. The business has developed a loyal client base built through years of exceptional service, resulting in predictable seasonal cash flow and significant repeat business. Each office is fully equipped and professionally staffed, allowing a new owner to transition seamlessly into operations with minimal disruption. In addition to tax preparation, the business offers multiple revenue opportunities through bookkeeping, payroll, business tax services, and other complementary financial products. There is substantial potential to increase profitability by expanding year-round services, growing commercial accounts, strengthening digital marketing initiatives, and further leveraging the existing customer database. This opportunity is ideal for an investor, entrepreneur, accounting professional, or financial services provider seeking an established operation with multiple locations, proven systems, experienced employees, and significant growth potential. Comprehensive training and transition support are available to ensure a smooth ownership transfer. Cultivating Year-Round Revenue Streams A premier opportunity for tax practices lies in mitigating seasonal volatility by expanding into year-round service offerings. By transitioning from a seasonal model to a continuous advisory partner, firms can secure predictable, recurring revenue. Key growth areas include: Bookkeeping and financial record organization Payroll support Quarterly estimated-tax assistance Business tax filings Tax planning and advisory services Amended and prior-year returns IRS notice assistance New-business formation support By integrating these high-value services, your firm can establish reliable monthly cash flow, deepen client loyalty, and naturally generate a pipeline for annual tax preparation. https://tworld.com/locations/Massachusetts/centralma/listings/Multi-Unit-Tax-Franchise
San Diego County, California
Profitable Turnkey Neighborhood DMV Registration Business!
$ 250,000
Established DMV Registration Service Business with Nearly 40 Years of Operating History. This turnkey business provides vehicle registration, title processing, renewal services, and commercial fleet support to customers throughout California. The company has developed a loyal customer base, experienced staff, valuable digital assets, and recurring commercial relationships within an essential service industry. The business requires minimal inventory and equipment, benefits from a long-standing location, and offers substantial upside through increased marketing, commercial account development, pricing optimization, and process improvements. An excellent opportunity for an owner-operator or strategic buyer seeking a scalable service business with recurring customer demand. The business offers numerous opportunities for expansion under active ownership. The largest growth opportunity lies in developing additional commercial fleet and B2B accounts, building on an existing commercial customer base that already represents approximately 30% of operations. Other opportunities include implementing structured marketing programs, enhancing Google and Yelp visibility, improving SEO performance, optimizing pricing, introducing automated renewal reminders, reactivating historical customer records, streamlining customer communications, expanding operating hours, and leveraging virtual assistant support for customer follow-up and sales development. One of the most compelling growth opportunities involves the expansion of commercial fleet services. Existing fleet accounts demonstrate the viability of this segment, and the business has the infrastructure, licensing, and operational capabilities needed to support a substantially larger commercial client base. Industries such as landscaping, construction, towing, transportation, and field-service operations represent attractive targets due to their ongoing registration and compliance requirements. Additional opportunities include technology upgrades and process automation. Implementing customer relationship management tools, automated registration renewal reminders, streamlined digital document collection, enhanced online scheduling, and proactive customer follow-up systems could improve service levels while increasing customer retention. These improvements may allow the business to service a larger customer base without requiring significant increases in staffing levels. Furthermore, management believes current service-fee pricing remains below prevailing market rates for many transaction types. Strategic price optimization, coupled with improved customer service and faster response times, may provide an opportunity to increase profitability while continuing to deliver strong value to customers. https://tworld.com/locations/California/encino/listings/Profitable-Turnkey-Neighborhood-DMV-Registration-Business-
Annandale City County, Virginia
Tobacco and Money Services Business Fairfax County, VA
$ 750,000
In 2002 the Company began operations as a retail cigar and tobacco business, and has built a loyal customer base and a reputation for quality and service. In 2004, the owners strategically diversified by adding Money Service Business (MSB) operations, transforming the Company into a dual-revenue enterprise that has now operated continuously for over two decades. The MSB division provides a suite of essential, non-bank financial services, including money transmission, check cashing, and money order sales. The business is an important community asset and fills a critical need for individuals and businesses in communities that are often un-banked, positioning the Company as a vital access point for financial inclusion in its market. The business closely adheres to regulations regarding anti-money laundering (AML) and counterterrorist financing statutes, reflecting an established and compliant operating infrastructure that represents significant value to a prospective buyer. The combination of a long-standing retail tobacco operation and a recurring revenue financial services division gives the Company a diversified income base, entrenched community relationships, and a proven, resilient business model spanning nearly a quarter century. https://tworld.com/locations/Virginia/commonwealth/listings/Tobacco-and-Money-Services-Business-Fairfax-County-VA
Ohio
SE Ohio Accounting and Tax Practice established 30+ years
$ 275,000
This long established and successful accounting, tax and payroll practice is fully staffed with a tenured mix of full time and part time employees, providing staffing flexibility to efficiently meet peak season demands, as well as allowing for a successful transition to a new owner. The current owner of the practice is also open to continued involvement. The practice has a nice mix of revenues, providing for year-round cash flow. Services provided include individual return preparation (43% of total revenue), Payroll services to businesses (32% of total revenue), monthly business and non-profit bookkeeping (14% of total revenue), and business and trust tax return preparation (11%). This is an excellent opportunity for an individual looking to step into a turn-key accounting and tax practice. It would also be a profitable addition for an existing practice/firm looking for an expansion opportunity. Demand for accounting, tax, and payroll services is strong. A well executed social media advertising campaign could quickly add new clients. Additionally, cross-selling services into the existing client base represents a growth opportunity. https://tworld.com/locations/Ohio/southernohio/listings/SE-Ohio-Accounting-and-Tax-Practice-established-30-years
Recommended Brokers
ProInter
Steve Zimmerman
Restaurant Realty Company
Steve founded Restaurant Realty in 1996. He has personally sold/leased over 1000 restaurants, bars & clubs, & completed over 3000 valuations. He is the author of "Restaurant Dealmaker - An Insider's Trade Secrets For Buying a Restaurant, Bar or Club" available on Amazon and he has written over 100 articles which can be found in the News Section of RRC’s website under Restaurant Rap. Prior to...
California
ProInter
Bashir Tariq
Century 21 Masters | Commercial Division
Business Sales and Commercial Real Estate All types of Business Sales, Purchases and Commercial Properties • Car Washes, Gas Stations, • Automotive Service Centers & Car Lots • Fast Food, Restaurants and Franchises • Liquor Stores & Convenience Markets • All types of Business Sales • Service-Tech Based Businesses • Retail Shopping Centers, Investment Properties • Multi-Family Properties &...
Califonia, Nevada
ProInter
Ran Kim
VR Business Brokers
Since 1982, we have been helping buyers and sellers of small businesses achieve their goals. With over 25 experienced associates who speak more than a dozen languages, we are proud to serve California’s diverse business community. Our office is centrally located at the crossroads of Los Angeles and Orange Counties, with convenient access to Riverside and San Bernardino Counties as well. We are...
Southern California
ProInter
Matt Manavi
Transworld Business Advisors of Orange
Transworld Business Advisors is a world leader in the marketing and sale of businesses, franchises, and commercial real estate. Transworld offers professional services that brings buyers and sellers together whether you represent an acquisition minded corporation or are personally interested in owning your own company. Services Offered Sell and Buy any business type; Corporate M&A;...
California
ProInter
Terry Watts, MBA, CEPA, CM&AP
Murphy Business Sales
Murphy Business Sales | Exit Factor: Strategic M&A and Value Acceleration We provide a sophisticated, two-pillar approach to the sale and transition of privately held companies. By integrating the high-impact value-growth methodology of Exit Factor with the institutional-grade execution of Murphy Business Sales, we ensure our clients achieve maximum enterprise value and a protected...
ProInter
George Lanza
Plethora Businesses
Plethora Businesses, a division of A Premier In Services, Inc., is a Business Intermediary Consulting Firm headquartered in Orange, California. Plethora specializes in the listing and sale of small and medium sized private businesses. Although the listing core of Plethora is in Southern California, Plethora represents clients throughout the world seeking Business and Merger & Acquisition...
Southern California
ProInter
Brett Sargent
Sunbelt Business Brokers of Sacramento
Sunbelt of Sacramento, California is the exclusive franchisee representative of Sunbelt Business Brokerage for the Northern California territory. Headquartered out of the Sacramento region, Sunbelt of Sacramento covers multiple counties in Northern California, representing both Sellers and Buyers in Main Street as well as Mid-Market business transactions. Sunbelt of Sacramento provides full...
Sacramento, Placer, Yolo El Dorado Counties
ProInter
Ryan Rienhart
ProInter
Lee Petsas
UBI Business Brokers
Lee Petsas has been selling businesses with UBI Business Brokers in Southern CA since 1981. In 1999 he became the Owner and Broker for UBI. He has been approved multiple times by Courts as an Expert Witness in the area of Business Valuations. You can reach Lee direct at 714-363-0440. UBI Business Brokers has been successfully selling businesses in Southern California since 1965. Our Agents...
Southern California
ProInter
Harry Sidhu
Mission Peak Brokers, Inc.
Harry Sidhu is a dream maker. By making his own dreams come true as one of the most successful business and commercial real estate brokers in the Bay Area, Harry understands how important it is to have a dream, work hard to see it come true. Harry named his brokerage Mission Peak to honor the incredible beauty of this Bay Area treasure but to also symbolize the deep fulfillment of pursuing your...
SF North Bay Area, SAC Area, Central Valley
ProInter
Jack Oh
Power Realty & Investments
Business broker and real estate services in the Los Angeles and Orange County areas. 10 years experience with great negotiating skills. To sell a business or buy a business in the LA or Orange County Areas phone Jack and his team at 562-787-4989 Cell / Text.
Southern California
ProInter
Mani Singh
TNW Business Brokers
Specializing in practice limited to sales and acquisition of businesses solely, I have 20+ years of Buyer and Seller representation and negotiation experience and have successfully assisted clients sell and acquire a multitude of businesses - including Gas Stations, Liquor Stores, Markets, Super Markets, Franchised and Independent Restaurants, Bars, Retail and Service Related, Dry Cleaners,...
California
ProInter
Ryan Clark
The Veld Group
The Veld Group provides a refreshing approach to Business Brokerage, Mergers & Acquisitions and Business Consulting and Valuations. From Your Street to Wall Street, we cater to Main Street Businesses as well as more complex Strategic Firms and Start-Ups, as our team is comprised of former Small Business Owners, M&A Specialists, Investment Bankers, and Consultants.
Southern California
ProInter
Julieanna Wakileh
Liberty Business Advisors of San Francisco Inc. - Preschool Center Specialist
I have 30 years of experience, working, founding, owning, operating, consulting, and selling preschools. I'm very knowledgeable with procedures that are required for selling preschools. My practice, knowledge and education in both the Early Childhood Development field and the Real Estate field, puts me ahead in understanding the complexities and care that are needed for the sale of preschool...
SF Bay Area, North Bay, Sacramento
ProInter
Dustin Sigall
SD Business Advisors
With over 800 businesses sold nationwide since 2007, SD Business Advisors is the largest and most experienced group of Business Advisors in Southern California. We specialize in selling companies across all industries. From main street to middle-market M&A transactions. We match qualified buyers with quality businesses while maintaining strict confidentiality. SD Business Advisors is a member...
San Diego, Orange County Areas, Inland Empire
ProInter
Ralph Santos
Healthcare Biz Brokers
I specialize in Los Angeles County Area healthcare sales such as skilled home health agencies, hospice agencies, residential care facilities for the elderly, medical practices and more. When you are looking at creating a legal and binding business purchase or sale, you need to be extremely careful. There are literally tons of questions that you need to pose to both your agent and to the other...
Los Angeles, Ventura Counties
ProInter
Joanne Weber
Ryan Craig Company - Preschool Specialist
The Ryan Craig Company is in its 46th year as the recognized expert in Southern California, dealing exclusively in the sale of preschools, Montessori schools, day care centers, and private schools. Our extensive list of references speaks for itself. Recent sales include facilities in 6 Southern California counties, ranging in price from 100,000 to over 5,000,000. Now, in response to a strong...
Southern California
ProInter
Matt Weiler
California Business Broker
Business Broker Specializing in primarily gas stations. Geographic area of focus: San Francisco Bay Area and Northern California — from Sacramento County to Monterey County.To sell or buy a small or large gas station sales, car washes, liquor stores, convenience stores, laundromats, dry cleaners, and small-to-mid-sized business transactions. Call Matt (gas station business broker specialist)...
San Francisco Bay Area, North Bay, San Francisco Bay Area and Northern California — from Sacramento County to Monterey County.
ProInter
Rick Carlson
ProNova Partners
You Will Never Feel Lost In The Shuffle. Many Brokers Simply Send Out An NDA And That's The End Of Communication. All Buyers Receive A Personal Meeting With An Ace Acquisition Specialist So They Can Recommend The Perfect Business For You. The Ace Organization Makes Sure That All Buyers And Sellers Feel Like They Are Part Of The Ace Family And Truly Taken Care Of Throughout The Acquisition...
Nationwide, USA
View More
Recommended Blogs
how-to-buy-a-business
How To Buy A Hair Salon That Will Make Your Bank Account Look Beautiful
financing
Business Purchase Financing - 3 Things You Need To Know Now
how-to-buy-a-business
Buy vs Start a Gas Station in California: The Fastest Path to 6 Figure Profits
financing
How The Landlord Makes Or Breaks The Deal And The Requirements For A Good Tenants Lease
how-to-buy-a-business
BizBen ProSell Program: Professional Assistance - Selling A Business
valuation
Buying A Pharmacy: What You Need to Know Before You Buy
financing
The Laundry Lease: 4 Big Issues For Buyers And Sellers
deal-and-escrow
A Business Opportunity, Not The Same As A Going Business For Sale
how-to-sell-a-business
Biggest Complaints Regarding Business Buyers
deal-and-escrow
6 Successful Traits Of Top Business Brokers: New Survey Results
how-to-buy-a-business
Starting a Smog Check Service: A Comprehensive Guide for Success
how-to-sell-a-business
Want To Be In Business For Yourself? Take This Test
financing
What is Seller Financing When Buying a Business?
how-to-buy-a-business
What to Pay When Buying a Business? Key Cost You Must Know
how-to-buy-a-business
Profit at the Pump: Why Investing in a Gas Station with Property Makes Sense
financing
Are You Making Money In Your Laundry Investment?
how-to-buy-a-business
Selling A Business - Three Common Mistakes To Avoid
valuation
How To Calculate Goodwill When Buying A Business?
how-to-sell-a-business
Getting Business Brokers & Owners To Return Your Calls, Emails, Texts
deal-and-escrow
Buying A Bar - 4 Tips Worth Reading Before You Buy Your Bar