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Online / Remote
Well Established CPA Firm in SLO CA
Asking Price
Call/Email
Revenue
$1,500,000
Down
Call/Email
Cash Flow
$710,000
Description
With annual billings of approximately $1.5 million from tax preparation, tax consulting bookkeeping and payroll services, The Business provides both stability and growth potential. The practice prepares roughly 1,100 returns annually, with a client base that spans industries including real estate, construction, law, engineering, architecture, vineyards, and professional services. This diversification minimizes sector risk and ensures steady revenue.
The Central Coast market is experiencing rising demand for CPA services due to retirements in the aging CPA population, creating a unique opportunity for continued expansion. The Business’ long-standing brand, diversified client mix, and recurring revenue streams position it as a premier acquisition opportunity in California’s competitive CPA market.
Key Highlights
• Established Reputation: 20 years of proven success and community recognition.
• Annual Billings: ~$1.5 million in annual revenue.
• Recurring Revenue: $15,000/month from bookkeeping & payroll services (~$180K annually).
• Client Retention & Loyalty: Longstanding relationships across business and individual sectors.
• Market Demand: Rising need for CPA services due to retirements in the local CPA population.
• Diversification: Client base spans multiple industries, reducing sector-specific exposure.
• Work-Life Balance: Well-structured operations with stable professional staff
Acquisition Benefits
The Business offers a buyer the chance to acquire a profitable and well-established CPA firm with:
• A respected 20-year brand in a desirable California market.
• $1.5M in annual revenue with stable recurring revenue.
• Diversification across resilient industries.
• Significant growth potential due to ongoing CPA retirements in the region.
• A turnkey, professionally staffed practice with immediate scalability.
Growth & Market Position
• Steady Growth: Driven primarily by organic client referrals and reputation.
• Succession Market: Local CPA population skews older, creating strong ongoing demand.
• Strategic Realignment (2023): Shifted to a predominantly business-focused client base while maintaining individual return relationships.
Customers
Representative industries served include:
• Real Estate Development & Construction
• Contractors & Trade Services
• Law Firms & Professional Practices
• Engineering & Architecture Firms
• Realtors & Brokerages
• Specialty Oil Field Repair Services
• Vineyards & Agriculture
• Broad array of service-based businesses
According to IBISWorld as the US economy is expected to rebound gradually from current financial challenges, GDP and disposable income are projected to grow, fostering demand for professional tax services. Yet, ongoing competition from digital solutions, coupled with potential changes in tax legislation under the new administration, could shape the industry's trajectory. Overall, revenue for tax preparation service businesses in the US is forecast to creep upward at a CAGR of 1.1% in the next five years, reaching $15.3 billion in 2030.
Business Details
Year Established:
2005
Reason for sale:
Retirement
Posting Information
Posting ID:
2192996
Business Category:
Business Service
Business Types:
Accounting Practice, Payroll Service
Online Business:
Yes
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
Well Established CPA Firm in SLO CA
Posting ID
#2192996
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
Online / Remote
Well Established CPA Firm in SLO CA
Call/Email
CF : $ 710,000
The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong reputation for exceptional client service, high-quality tax preparation, and trusted advisory work. It provides tax preparation and advising, tax planning, bookkeeping, and payroll. With annual billings of approximately $1.5 million from tax preparation, tax consulting bookkeeping and payroll services, The Business provides both stability and growth potential. The practice prepares roughly 1,100 returns annually, with a client base that spans industries including real estate, construction, law, engineering, architecture, vineyards, and professional services. This diversification minimizes sector risk and ensures steady revenue. The Central Coast market is experiencing rising demand for CPA services due to retirements in the aging CPA population, creating a unique opportunity for continued expansion. The Business’ long-standing brand, diversified client mix, and recurring revenue streams position it as a premier acquisition opportunity in California’s competitive CPA market. Key Highlights • Established Reputation: 20 years of proven success and community recognition. • Annual Billings: ~$1.5 million in annual revenue. • Recurring Revenue: $15,000/month from bookkeeping & payroll services (~$180K annually). • Client Retention & Loyalty: Longstanding relationships across business and individual sectors. • Market Demand: Rising need for CPA services due to retirements in the local CPA population. • Diversification: Client base spans multiple industries, reducing sector-specific exposure. • Work-Life Balance: Well-structured operations with stable professional staff Acquisition Benefits The Business offers a buyer the chance to acquire a profitable and well-established CPA firm with: • A respected 20-year brand in a desirable California market. • $1.5M in annual revenue with stable recurring revenue. • Diversification across resilient industries. • Significant growth potential due to ongoing CPA retirements in the region. • A turnkey, professionally staffed practice with immediate scalability. Growth & Market Position • Steady Growth: Driven primarily by organic client referrals and reputation. • Succession Market: Local CPA population skews older, creating strong ongoing demand. • Strategic Realignment (2023): Shifted to a predominantly business-focused client base while maintaining individual return relationships. Customers Representative industries served include: • Real Estate Development & Construction • Contractors & Trade Services • Law Firms & Professional Practices • Engineering & Architecture Firms • Realtors & Brokerages • Specialty Oil Field Repair Services • Vineyards & Agriculture • Broad array of service-based businesses According to IBISWorld as the US economy is expected to rebound gradually from current financial challenges, GDP and disposable income are projected to grow, fostering demand for professional tax services. Yet, ongoing competition from digital solutions, coupled with potential changes in tax legislation under the new administration, could shape the industry's trajectory. Overall, revenue for tax preparation service businesses in the US is forecast to creep upward at a CAGR of 1.1% in the next five years, reaching $15.3 billion in 2030.
San Luis Obispo, California
Milestone Tavern
$ 950,000
Take the reins of Milestone Tavern, a well-appointed, full-service, dine-in restaurant and pub situated in the heart of San Luis Obispo, California. This established business, which has been successfully operating since 2017, presents an excellent opportunity for an owner-operator to capitalize on its strong reputation and take it to the next level. The restaurant is housed in a spacious 5,650 square feet facility, strategically located in a highly visible area, attracting both locals and tourists alike. The business comes with a Class 47 Liquor License, allowing the new owner to continue serving a full bar menu to complement the restaurant's popular food offerings. Milestone Tavern currently employs a team of 31 dedicated staff members, ensuring smooth operations and impeccable customer service. The existing owners, who have had a successful run in the restaurant industry for three decades, are now looking to semi-retire. They are committed to providing as much training and support as the new owner needs to ensure a seamless transition. This is an excellent opportunity to acquire a thriving business with significant growth potential. The owners have laid a strong foundation, and with the right vision, the new owner can build upon this success. The asking price for this profitable venture is $950,000. Detailed financials and lease terms will be released upon the execution of the attached non-disclosure agreement (NDA). This is a rare opportunity to own a profitable and established restaurant business in the vibrant city of San Luis Obispo.
San Luis Obispo, California
SKIP THE CPUC BACKLOG: TURNKEY CALIFORNIA CLASS A TCP OPERATION & FLEET – $59,500
$ 59,500
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$ 135,000
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$ 3,200,000
CF : $ 657,816
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$ 630,000
CF : $ 231,148
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$ 299,000
CF : $ 75,000
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