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