BUSINESS LISTINGS
For Sale

Full Service Accounting, Tax, Advisory CPA Firm #087101

About the Opportunity

  • Established more than two decades ago
  • CPA firm located in San Diego, CA
  • 2 Partners and 2 staff
  • Fully remote client and employee management system
  • Firm has evolved from a tax-centric business into a comprehensive CPA practice, expanding its services to include accounting for businesses, trusts, and exempt organizations
  • Business owners are willing to stay on post-transaction to support a smooth transition for new ownership

Value Proposition

  • Firm demonstrated both stability and adaptability in a competitive market
  • Remote operations reduce overhead costs substantially and availability to scale
  • The financial services sector is robust and growing
  • The firm has maintained steady revenue growth

View video CIM & sign NDA at https://goexio.com/certified-accounting-firm

By the Numbers

2020202120222023
Revenue$569K$679K$652K$659K
SDE$376K$435K$469K$448K

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