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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
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Posting Title
Well Established CPA Firm in SLO CA
Posting ID
#2192996
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This is a rare opportunity to acquire an established, licensed, and accredited luxury residential substance use disorder treatment program in one of the most active behavioral healthcare markets in the country. The Company delivers a full continuum of clinically driven, high-touch care within a premium residential setting — combining evidence-based treatment with a five-star client experience for a discreet, professional clientele. The Real Estate is also available. THE OPPORTUNITY ● Licensed California substance use disorder treatment program (DHCS) ● Joint Commission accredited — a nationally recognized quality benchmark held by only a subset of providers ● Full continuum of care: medical detox, residential treatment, Medication-Assisted Treatment (MAT), partial hospitalization, and dual diagnosis support ● Luxury, residential-style facility with private/semi-private accommodations, personal chef, and pool/jacuzzi wellness amenities ● Established operational infrastructure, clinical policies, and multidisciplinary staffing model in place ● Diversified client base across healthcare, corporate, entertainment, trades, and self-employed professional segments FULL CONTINUUM OF CARE The Company delivers a complete continuum of addiction treatment services under one roof, enabling clients to progress through multiple levels of care without transferring providers: ● Medical Detoxification — physician-supervised withdrawal management ● Residential Treatment — inpatient care in a fully staffed, home-like therapeutic environment ● Medication-Assisted Treatment (MAT) — individualized, FDA-approved medications paired with therapy ● Partial Hospitalization Program (PHP) — structured daytime clinical programming ● Dual Diagnosis Treatment — integrated care for co-occurring mental health and substance use disorders (assess clients for dual-diagnosis conditions and, based on their diagnosis and clinical needs, refer them to the appropriate level of care) ● Individual counseling, group therapy, relapse prevention planning, case management, and continuing care/discharge planning COMPETITIVE DIFFERENTIATION ● A luxury treatment environment — private/semi-private rooms, personal chef, pool and jacuzzi, and curated wellness spaces ● Joint Commission accreditation, a nationally recognized quality and compliance benchmark ● Integrated Medication-Assisted Treatment capabilities within the core service line ● A personalized, client-centered clinical model addressing physical, emotional, and behavioral dimensions of addiction ● Discretion and privacy well suited to executives, professionals, and clients seeking a confidential recovery experience FACILITIES & OPERATIONS Facilities ● Luxury, residential-style treatment environment with private and semi-private accommodations ● Dedicated therapy, counseling, and group support spaces ● Swimming pool with jacuzzi and outdoor relaxation areas ● Administrative and clinical operational infrastructure in place Licensing & Compliance ● Licensed California SUD treatment program (DHCS) ● Joint Commission accredited program ● Established policies, procedures, and EHR/clinical documentation systems Staffing ● Multidisciplinary clinical team: physicians, psychiatrists, licensed nurses, LMFTs, CADC/CDAC counselors, and case managers ● Experienced administrative and support staff with established hiring, onboarding, and training procedures GROWTH OPPORTUNITIES ● Expansion of referral and marketing partnerships with healthcare providers, therapists, EAPs, and recovery networks ● Broadening of payer/insurance relationships and in-network contracting ● Addition of complementary levels of care, such as outpatient or sober-living step-down services ● Facility or bed-count expansion at the existing location, or a second location within Southern California ● Continued brand development within the luxury behavioral health segment CLIENT BASE & REFERRAL SOURCES The Company serves adults from diverse professional, personal, and socioeconomic backgrounds, including healthcare, corporate, entertainment, trades, hospitality, transportation, technology, and self-employed professionals. Referrals are sourced from healthcare providers, therapists, case managers, employee assistance programs (EAPs), recovery networks, and community sources, with many clients utilizing private and employer-sponsored commercial insurance. MARKET & COMPETITIVE POSITIONING The Company operates within the large and growing California behavioral healthcare and substance use disorder treatment market, supported by rising national demand for addiction and mental health services, expanding insurance parity, and growing destigmatization of treatment. The Company competes on quality of clinical care, licensing and accreditation, reputation, payer relationships, facility environment, and specialized program availability — differentiating itself through its luxury setting, personalized care model, Joint Commission accreditation, and MAT capabilities. WHY NOW ● Sustained, growing national demand for high-quality addiction and behavioral healthcare services ● Increasing insurance parity and payer participation supporting reimbursement for treatment services ● Turnkey platform for a buyer seeking scaled entry into the behavioral healthcare sector, or an add-on for an existing platform seeking a luxury/premium offering ● Clear runway for growth via expanded referral partnerships, payer contracting, and service-line/geographic expansion
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