This longstanding and well-respected Mesa CPA firm is asking $910,000 on $852,000 of revenue. The firm currently resides in a strategic and central location with room to grow and desirable demographics. The firm is roughly 75% tax, with a roughly even split between individuals and business clients. The balance is divided between reviews, compilations, accounting services, and consulting. They boast lucrative return averages of $1,200 for individuals and $3,800 for business returns. Five employees would transfer with the sale alongside both the principal and minority partner, who are willing to remain in production roles for 2-3 years. Buyers with or without capacity are invited to review this opportunity. Listed cash flow is an average of the last 3 years.
7 Employees (3 CPAs, 1 EA, 1 Staff Accountant, 1 Tax Secretary, 1 Receptionist)
All furniture fixtures and equipment will transfer with the sale.
Location is one of the major selling points of this firm, as they have found a truly fantastic building to operate within. The facilities feature roughly 5000 sq/ft contained withing a gorgeous two-story building in Mesa, Arizona. The design is mid-century modern and features wrought-iron accents alongside stained-glass windows. There is ample parking for employees and clients alike, with covered parking behind the building and street parking in front.
The existing principal has developed a robust and active referral network. The principal would enjoy acting as a rainmaker for the firm to continue its high-quality client acquisition after the sale.
Seller will carry up to 20%, subject to retentive tendencies.
The seller will provide ample training and support at no additional costs.
The seller is pursuing a succession plan in anticipation of retirement.