$3,000,000
$1,000,000
$1,644,000
$856,000
$TBD
N/A
$58,000 Adjusted
N/A
Own an Apex CPA firm in Arizona's wealth hub! Located in the heart of Scottsdale, one of the nation's premier wealth hubs, this 1.6M powerhouse CPA represents the rare intersection of elite clientele and operational mastery. Your portfolio will consist of incredible quality clientele in a region known for high-net-worth individuals and thriving businesses. With $1.6M of optimized recurring revenue, a 52% EBITDA margin and diversified income streams, this is not just a CPA firm, but an instant and dominant financial position in Arizona's most lucrative market. Asking $3M on $856k of EBITDA.
Scottsdale, Arizona
Leased
1,650
December 2026
5
All of the tangible assets used to generate the cash flow of the firm will transfer to the new buyer.
Scottsdale, Arizona is a premier, upscale desert city in the Greater Phoenix area. The Phoenix MSA lies on every firm's target for metro area acquisition growth. Scottsdale. Arizona is the "wealth hub" of the Greater Phoenix area. Trends show a growing city, both in terms of population and wealth. Scottsdale is often named in the fastest growing wealth hubs in the country and has over 15,000 millionaires within the city. They currently operate from a 3,300 square foot leased office right in the middle of Scottsdale. With Paradise Valley to the West and Fountain Hills to the East, this location is central to the wealth hub. This square footage is considerably more than the firm needs and there are options both within the current complex or neighboring facilities in the 1,650 square foot range.
Growth is limited only by capacity. Each year, the client list is modified to optimize the best possible clients. With increased capacity, growth of the complex and HNW clients will grow.
This will qualify for SBA financing and the selling partners are willing to hold back 20% of the purchase price subject to retentive tendencies.
Both principals will work with the buying entity on the transition plan and are prepared to stay on as senior review if needed. They are willing to stay as long as 2 years, providing that certain accommodations are made. Both principals want to reduce the hours they spend in the practice and would like to move away from their preparation function into more of a review function.
Retirement
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