accounting practice for Sale
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ADD-ON / Metro Detroit CPA & Advisory Firm / FY2025 Revenue ~$2.2MM
ADD-ON / Metro Detroit CPA & Advisory Firm / FY2025 Revenue ~$2.2MM / Adj. EBITDA ~$640K Company Overview Established in 1959, this Michigan-based CPA and advisory firm provides accounting, tax, audit, assurance, fractional CFO, and business consulting services to closely held businesses, professional practices, real estate operators, and high-net-worth individuals throughout the Metro Detroit region. Operating from its headquarters in Macomb County, the firm has built a multi-generational client base and a reputation for delivering recurring, relationship-driven financial services across more than 20 industry verticals. The firm operates with a principal-led delivery model supported by 13 full-time professionals, including licensed CPAs, accountants, and administrative staff. Services span the full client lifecycle, creating recurring engagement opportunities and strong client retention through tax compliance, bookkeeping, advisory, and assurance work. Key Performance Indicators * Founded: 1959 * Operating History: 67 Years * Headquarters: Mount Clemens, Michigan * Employees: 13 Full-Time Professionals * FY2025 Revenue: $2.2 Million * FY2025 Adjusted EBITDA: $639,000 * Adjusted EBITDA Margin: 29.3% * Estimated Active Clients: ~650 * Client Retention Rate: ~87% * Industry Verticals Served: 20+ * Largest Client Concentration: 3.8% of Revenue * Median Client Spend: $1,075 * Geographic Coverage: Macomb, Oakland, and Wayne Counties, with virtual service capability throughout Michigan Service Mix (FY2025 Revenue) * Accounting & Bookkeeping: 28.8% * Business Consulting & Specialty Services: 29.6% * Tax Compliance & Planning: 22.1% * Audit & Assurance: 15.4% * Fractional CFO & Advisory: 4.2% Competitive Strengths * 67-year operating history with multi-generational client relationships * Recurring revenue model driven by tax, bookkeeping, and compliance services * Diversified client base with no meaningful customer concentration * Multi-service platform combining accounting, tax, audit, advisory, and consulting capabilities * Strong presence across manufacturing, real estate, automotive, legal, and professional services sectors * Credentialed leadership team with active AICPA and state CPA society memberships * Modern cloud-based technology stack supporting scalable operations and client service delivery Growth Opportunities The business is positioned to expand through advisory and fractional CFO services, cross-selling additional services to existing clients, industry-focused specialization, and strategic acquisitions within the fragmented accounting services market. The platform benefits from favorable industry dynamics, including increasing private equity investment, ongoing CPA firm consolidation, and succession-driven acquisition opportunities.
48-Year-Old NYC Accounting Firm with $2.6M Revenue & 60%+ EBITDA Margi
Respectfully, absolutely NO SEARCH FUNDS OR INDEPENDENT SPONSORS. Established in 1976, this full-service accounting and advisory firm provides tax preparation, small business accounting, payroll, estate planning, and business formation services to over 1,500 clients nationwide. With a 48-year operating history, the firm combines deep client relationships with strong recurring revenue and scalable operations. It maintains a balanced portfolio of individual and corporate clients (roughly 50/50) and enjoys strong referral-driven growth. The business produced $2.2M revenue and $1.35M EBITDA (61.7% margin) YTD 2025, and is projected to reach $2.6M revenue in FY2025. Operations are lean, digitally enabled, and well-positioned for expansion into advisory and remote client servicing. This represents an ideal succession-ready platform for strategic buyers, CPA networks, or PE-backed consolidators seeking to acquire a high-margin, recession-resistant professional services business with long-term client retention and proven performance.
136 active client relationships / TTM Adj EBITDA ~$600K EBITDA
Company Overview The Company is a Miami-based full-service accounting, tax, and financial advisory platform with nearly four decades of operating history. Founded in 1988, the firm provides tax preparation, bookkeeping, payroll, estate planning, financial consulting, and business advisory services to both individuals and small-to-mid-sized businesses nationwide. The business has developed a strong reputation for client retention, personalized service, and long-standing relationships, supported by a diversified mix of recurring accounting and advisory engagements. The Company maintains a balanced client portfolio across corporate and individual customers and benefits from multi-service engagement relationships that enhance retention and revenue visibility. Core services include: * Individual and corporate tax preparation * Small business accounting and payroll * Estate and financial advisory services * Business incorporation and startup support * Financial consulting and bookkeeping optimization The Company operates with a lean, scalable delivery model and remote servicing capabilities that support continued geographic expansion and operational leverage. Investment Highlights * Established accounting and advisory platform with nearly 40 years of operating history * Diversified and recurring revenue streams across tax, bookkeeping, payroll, and advisory services * Strong client retention supported by multi-generational relationships * Consistent historical profitability with EBITDA margins above 20% * Scalable operating infrastructure with nationwide client reach * Positioned to benefit from continued growth in accounting, compliance, and advisory demand Industry Positioning The U.S. accounting services industry exceeded $146 billion in 2025 and is projected to grow at an estimated 5.4% CAGR through 2030. Industry fragmentation, increasing tax complexity, and rising small business formation continue to support demand for outsourced accounting and advisory solutions. The Company is well positioned within this landscape due to its recurring revenue profile, loyal client base, and integrated service offering. Key KPIs (TTM April 2026) Revenue: $1.3M Adjusted EBITDA: $601K Gross Margin: 59.0% Adjusted EBITDA Margin: 45.9% Corporate Clients: ~545 Individual Clients: ~621 Total Relationships Management Across All Services: ~136 Years in Operation: 38 Years
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West NC CPA Firm - 50 Years Established
This is a premier opportunity to acquire a highly reputable CPA practice with a 47-year operating history in Haywood County, North Carolina. Since 1978, the firm has grown entirely through word of mouth — no marketing. Clients come to them. The practice operates in the stable, recession-resistant public accounting market of Western North Carolina, backed by 47 years of reputation and a loyal client base. The firm serves 1,000+ active clients with a 95% retention rate and a diversified revenue base across bookkeeping, payroll, and tax services. Growing year over year, the practice reached $837,015 in gross revenue for 2025, with Seller's Discretionary Earnings of $487,686. The asking price is $957,000 — a 1.72x SDE multiple. The staff is experienced and long-tenured. Partner #1 is committed to a smooth transition before retirement. Partner #2 is willing to stay on full-time long-term at the new owner's discretion. This creates the potential for true absentee ownership — a buyer could acquire a fully operational, cash-flowing practice with an experienced operator already in place who knows every client. The sale includes an established client list, goodwill, and fully equipped office assets. This profitable, turnkey practice is perfectly positioned for a seamless handover to a qualified buyer.
Tech-enabled tax, bookkeeping & compliance for real estate pros
Profitable, tech-enabled direct-to-consumer (DTC) tax management and virtual accounting platform serving independent real estate agents, investors, licensed professionals, and high‑service small businesses. Fully remote asset-sale carve‑out generating approximately $5.1M annual net revenue (≈ $4.6M recurring) with ~$2.5M adjusted contribution EBITDA on a fully burdened standalone basis. Included: established consumer brand and DTC marketing assets; active client contracts and recurring subscription base; documented operations and client‑success playbooks; experienced remote team; and continued commercial access to the seller’s proprietary delivery platform via a scalable license agreement. Buyer opportunity: Parent is divesting a high‑margin, recurring business to refocus on B2B technology and professional services. This is a low‑risk, Day‑1 go‑to‑market acquisition with predictable recurring revenue, immediate ARPU uplift opportunities through tiering and add‑ons, and customary non‑use/rebrand protections. Ideal buyers: accounting firms, bookkeeping consolidators, or growth‑oriented operators seeking stable cash flow and plug‑and‑play scale. Platform & licensing: Seller retains a proprietary delivery platform (5+ years’ development). Clients continue on-platform under a commercial, scalable license (per‑client and/or revenue‑linked), preserving high gross margins and minimizing transition friction. Platform capabilities include accounting/document management, owner payroll, monthly bookkeeping and reviews, quarterly tax estimates, annual close, business tax preparation/filing (1120S & Schedule C), customer management tools, Slack integration, and knowledge‑base upkeep. Platform costs are included in the carve‑out P&L. Optional add‑ons: 1040s, 1099 management, non‑owner payroll, entity renewals, notices, AI chat/support. Licensing terms negotiable and to be memorialized in the LOI. Transition support: Up to 90 days of reasonable post‑closing assistance (client handoffs, leadership availability, technical onboarding). Core services: business & personal tax preparation and filing (1120S, Schedule C, 1040), year‑round tax planning, entity formation and S‑Corp/LLC structuring, monthly bookkeeping and reconciliations, payroll processing, retirement plan administration, benefits coordination, and bank/account integrations. Technology Stack: Core Operations: Tax & Accounting: CCH Axcess (tax preparation), Xero (accounting software), Safe Send Returns (tax return signatures), Hurdlr/Tight (bookkeeping ledger/API) CRM & Client Communication: HubSpot (CRM), Zoom (video calls/webinars) Document Management: Citrix ShareFile (client document storage), OneDrive (internal file storage) Collaboration & Communication: Slack (internal messaging), Microsoft Teams (video meetings), Notion (documentation/project tracking), Google Workspace (email/collaboration) Security: LastPass (password management) Payroll: Gusto (US payroll), Humi (Canada payroll), GEP/Gusto Embedded Payroll (product integration) Business Tools: Microsoft Outlook (email), Chrome (browser) Sales & Marketing: Nooks (dialer) Salesroom (demo recording) Zoom Revenue Accelerator (call recording) Sakari (SMS messaging) Client-Facing: Proprietary branded app (client portal) Stripe (payment processing) Key value drivers: scalable unit economics, recognizable brand, seasoned remote team with repeatable playbooks, clear ARPU expansion paths, flexible integration or standalone growth options. Full diligence materials and financial workbooks available to qualified buyers upon profile submission and management approval.
Established Tax, Bookkeeping & Payroll Firm
This long-standing tax, bookkeeping and payroll services firm, with SDE of $130K+, has been serving clients for 34 years and is well known for its personalized, relationship driven approach. Located outside of Chicago in the North Shore, the practice manages a diverse and loyal client base, preparing 250+ tax returns annually. Revenue is primarily weighted toward tax preparation, complemented by recurring bookkeeping and payroll services that provide steady, year-round income and continuity. The firm's established systems and reputation create a turnkey opportunity for a buyer seeking stable cash flow and growth potential. The founder is retiring and is fully committed to a smooth transition, offering post-sale consulting to ensure continuity for clients.
Well Established East TN Bookkeeping/Tax Prep Practice
This bookkeeping and tax practice, located in a Knoxville, TN suburb, has been in operation since 1978. The owner is looking for a buyer who can continue to provide exceptional service to the practice's loyal clients. The practice is operated out of the home, so most clients provide their information electronically, lending itself to transfer to non-local buyers. Revenue is made up of approximately 75% bookkeeping/payroll (approximately 28 clients) and 25% tax prep (approximately 400 clients). Tax prep is approximately 70% individual returns, 25% Form 1040 Schedule C, and 5% for Forms 1120, 1120S, 1065, 1041 and 990.