Let's talk.
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.
$224,000
$130,000
$224,000
N/A
N/A
N/A
$24,766/year
2003
This is your opportunity to be one of the first to consider the purchase of a solid and longstanding CPA firm in Phoenix. The firm has great margins, loyal clients, and has carved a strong niche into the medical field. With an exceptional part-time employee and a principal who is willing to participate in a robust transition plan, this firm is a great opportunity for either a CPA looking for a great starter firm, an established buyer looking to expand operations or a tuck-in medical niche purchase! The principal owns the office condo in which the firm operates. They can lease the existing facility, sell the office condo along with the practice or a buyer can relocate the firm to their own infrastructure. This flexibility can fit into any buyers acquisition plan in 2024. This firm boasts a 61% cashflow margin on $224k of revenue in 2023. Roughly 45% of revenue comes from the highly desired recurring monthly accounting revenue. A snapshot of returns shows the average individual return approaching $1,100, with business returns averaging roughly $1,000. Revenue from business entities exceeds 55% of the total revenue picture, much of which comes from Medical Practices and Physicians.
Phoenix, Arizona
Owned
854
Custom
1
All furniture, fixtures and equipment necessary to generate the cash flow will be included in the sale.
Located near the junction of the 51 and Indian School, this ~850 sq/ft facility resides in a well-maintained business complex. The office space is owned by the seller and provides three options for the buyer. The office space may either be acquired in the sale, leased at a competitive market rate, or left out of the sale entirely, allowing the buyer the flexibility to purchase, lease, or relocate as needed. The space includes two lockable offices with large windows, two smaller working areas for seasonal help, a file area, and a reception zone that includes a workspace. Numerous windows throughout the building let in ample natural lighting and fantastic views of Camelback Mountain can be enjoyed by employees and clients alike. The five designated workspaces provide an opportunity to bring additional capacity into this office space, creating a favorable scenario for any buyer with plans to expand operations.
The principal has been highly selective on which new clients are added to the mix. This year, the principal has not accepted new clients due to their near term exit plans, but there are ample opportunities for growth.
The principal is willing to finance up to 25% of the purchase price.
The seller will provide familiarization of the practice as a part of the purchase price.
The seller is exiting from public accounting at the end of the 2024 calendar year. If the buyer desires, the principal can stay on to help with any overflow work for 1 year.
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