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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
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Posting Title
Highly Profitable, Established CPA Firm in Southern California
Posting ID
#*4f25b71bf80b1ae3c9631c81a097d24c*90281
Full Name (Required)
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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
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