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
2020 | 2021 | 2022 | 2023 | |
Revenue | $569K | $679K | $652K | $659K |
SDE | $376K | $435K | $469K | $448K |
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