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Whether it is from fates long arm or a successful and well-planned business exit, we know that someday you will part with your business. We want to help you make your dreams come true.
$903,278
$420,000
$821,000
N/A
$25,000
N/A
$2,800 per month
1993
This high performing CPA firm, located in North Phoenix, Arizona has $821,000 of recurring revenue with Seller Discretionary Earnings (SDE) of $420,000. The firm has an ideal mix of client relationships with an emphasis on business entities. Well over 60% of the revenue is associated with business clientele and the 1040 clients retained are almost all the owners of an entity doing business with the firm. 1040 returns average $1,300 and the business returns are equally as lucrative. Approximately $212,000 of annual production comes from a set of approximately 25 monthly bookkeeping and accounting clients. These monthly bookkeeping clients are also tax clients adding to the efficiency of tax season. Three full time employees and a principal can move with the acquisition which will bring two credentialed CPAs, a degreed staff accountant and an office manager. A 53% cash flow margin provides plenty of cash flow to allow for bank financing. A handful of 8 figure middle market companies and active and expanding small business entities make up an incredible book of opportunity. The principal is willing to stay on in a production role, or can take on the management of the firm for market compensation through 2027. There is no audit or attest work associated with this acquisition.
North Phoenix
Leased
1,500
August of 2026
4
All furniture fixtures and equipment will transfer in the sale. The firm has brand new computers and a new on-site server that can transfer with the sale.
The leased facilities are located along the Highway 51 corridor in North Phoenix. The leased space is just 4% of sales and is adequate to house the existing staff and clients. The lease is $2,800 a month for roughly 1,500 square feet. The lease expires in August of 2026.
The clients are excellent. With active expansion and regularly initiated new projects the middle market and small business clientele is pristine. The existing principal has great referral networks that can continue to bring in new client opportunities and generate new business from existing clients. Plenty of growth and expansion opportunities with this
There is plenty of cash flow to qualify for bank financing. Both SBA and conventional lenders can finance the opportunity.
The seller is willing to stay on as a paid producer or manager and will provide an adequate and negotiated familiarization period for the new buyer.
Executing the succession plan several years in advance of full exit.
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