COVID-19 UPDATEBusiness Brokerage, Inc. is continuing to take the health and safety our clients, agents and employees very seriously. We quickly put in place necessary safety protocols which also enable us to conduct business successfully and "virtually", as needed. Our best-in-class technologies, adherence to safety requirements, combined with our highly-informed agents make us qualified and ready to serve your needs to sell or purchase a practice. Contact us for more information!

No-Cal: 800-727-4272

So-Cal: 800-274-4272

David C. Smith, President
David C. Smith
Founder
Lee Ribolin, Broker
Lee Ribolin
Broker

Craig Van Laningham
Craig Van Laningham
Agent
Craig Van Laningham
Brandon Ribolin
Small Practice Specialist

Accounting & Tax Practice
Specialists for California

Tax Practice Sales

Accounting Practice Sales

Bookkeeping Practice Sales

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BUSINESS BROKERAGE, INC.. is California's leading accounting and tax practice broker. We have brokered over 1,800 practices over the last 40 years. Call us to discuss: How to buy a practice; How to sell a practice; How to retire with "top dollar" for your practice and stream of income; How to retire and fund your defined benefit pension plan.

Our current list of practices for sale:

All BBI listings include:

1. Guarantee of the gross revenue; 2. Seller financing; 3. Transitional assistance by Seller.

You can be confident that our practice listings are solid.

Be sure to check our listings often as they frequently change.

NORTHERN CALIFORNIA

Listings as of July 21, 2024
Lee Ribolin, Broker 800-727-4272 / lee@go2bbi.com
CLICK HERE TO VIEW OUR RECENT SOLD LISTINGS

CPA PRACTICE#115013LOS BANOS
$1,500,000 GROSS. Tax 63% ($1,368 Avg. fee); Write-up/Bookkpg. 21% ($9,720/Yr Avg.); Comps/Rev, Consulting 16%. Outstanding staff. Office building available to lease or buy. No in-person appts. for 75-80% of tax clients. Terms, Excellent Guarantee, Transitional Support.

CPA PRACTICE#112113FRESNO
$1,288,905 GROSS. Tax 39% ($876 Avg. fee); Write-up /Acctg. for Bus. Clients\' tax prep. 43% ($10,193 Yr. Avg. fee); Other 18% (Consulting, Fiduciary, Qtrly. Reports, Comps/Rev, misc.). 7.36% Billings (Revenue) increase in 2023. Lease available or relocatable. No in-person appts. for 50-60% of tax clients. Excellent staff. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#178023SAN MATEO COUNTY
$800,000 GROSS. Tax 83% ($716 Avg); Write-up 12% ($7,004/Yr. Avg); Other 5%. High Net: 82%. Annual revenue growth of ~8% - 10%. Indiv. /1040 clients’ Avg. Income: $277K. No in-person appts. for 80% of clients. Sellers available to work for new owner and offer Terms, Guarantee, Transition Support

CPA PRACTICE#163222SAN JOSE
$750,000 GROSS. 4%+ increase over 2023. Tax 82% ($567Avg); Bkkpg. 12% ($5,176Yr. Avg); Other 7%. 58% Net. No in person appts. for 70% of clients. Lease space in Seller-owned bldg. or relocatable. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#173023PLEASANT HILL/ WALNUT CREEK
$730,000 GROSS. Tax 68% ($1,120 Avg. fee); Write-up/Bkkpg 13% ( $3,431 Yr/ Avg. fee); Consulting/Misc, P/R 19%. Net 57% (higher for buyer with an existing practice). No appts. for 90% of tax clients. Retain Seller\'s office or relocatable. Terms, Guarantee, Transitional Assistance.
Sold

CPA TAX PRACTICE#158824REDWOOD CITY/ MENLO PARK AREA
$619,000 GROSS. 100% Tax ($1,436 Avg. fee). Sale is for about 79% of $780K Total Gross. No in-person meetings for 80% of clients. Clients\' AGI: $458K. Majority partner/ owner works 3 days/week. Staff will be leaving/ retiring, but 2 partners are available the 1st year. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#159024NW ALAMEDA COUNTY/ EMERYVILLE AREA
$532,025 GROSS. Tax 86% ($776 Avg. fee); Write-up/Bkkpg. 24% (55 clients; $2,027/Yr. Avg.); Misc. 3%. No employees; 4 partners perform all services. At least 2 available to work for new owner (will ensure high client retention). Est. Net 58%. No in-person appts. for 60% of tax clients. Relocatable or retain current office. Terms, Guarantee, Transitional Assistance.

CPA & CTEC#155622OAKMORE/ PIEDMONT AREA
$480,636 GROSS. (Available to buyer). Tax 100% ($903 Avg); High Net 64% (higher if buyer has an existing practice). Ofc. in upper-income area. Lease negotiable or relocatable. No appts. for 90% of tax clients. AGI: $204K. Sellers very motivated. 2 partners available to work part-time. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#146524MODESTO
$465,000 GROSS. Tax 55% ($476 Avg. fee); Write-up/Bkkpg. 23% ($2,865/Yr. Avg.); P/R, Consulting 22%. No in-person meetings. for 80% of tax clients. Steady Revenue increase (2023: 19%+ & 2024: 9%+). . Seller-owned bldg. available (purchase or rent; relocatable after at least 1 year). Excellent staff. Terms, Guarantee, Transitional Assistance.

E.A. TAX & BOOKKPG PRACTICE#145014CAMPBELL/GREATER SAN JOSE AREA
$460,000 GROSS. Tax 90% ($682 Avg. fee): Bkkpg. 10% (9 clients, $4,833/Yr. Avg. Net 72%. Relocatable. No in-person meetings for 79% of clients. Good mo. cashflow year round. Terms, Guarantee, Transition Assistance.

E.A. TAX PRACTICE#145024SAN JOSE
$454,000 GROSS. 100% Tax ($508 Avg. fee). Net 85%. No employees: 2 officers complete all returns; available to work for new owner (if so, Net would be reduced depending on compensation). No meetings for 25% of clients. Majority of payments /collections received at interview. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#140014SUNNYVALE/ SANTA CLARA AREA
$400,656 GROSS. Tax 90% ($964 Avg. fee); Comps/Review 10% (6 clients, $6,350/Yr. Avg.). Good year-round cash flow. Lease available (Seller-owned bldg) or relocate to your office. No in-person meetings for 90% of clients.. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#140024PLEASANTON
$400,000 GROSS. Tax 91% ($1,197 Avg. fee); Write-up 9% ($2,500/Yr. Avg). 58% Net, but since the practice may be relocated, the Net will be much higher for a buyer with an existing practice. 2 Tax Prep/Bkkpr. employees available, want to stay. No mtgs. for 95% of tax clients. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#137624LODI
$330,932 GROSS. Tax 90% ($1,543 Avg. fee); Write-up/Bkkpg. 8% (7 clients, $3,981/Yr. Avg.); Misc. 1%. High income clients, including Agribiz, high growth potential. Net 72%. No in-person appts. for 1/3 of tax clients. Seller & spouse available P-T 1st tax season. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#133024HAYWARD
$330,000 GROSS. Tax 36% ($800 Avg. fee); Write-up 64% ($6,364/Yr. Avg). Net 66%. Since Seller works from home & practice needs to be relocated, the buyer can expect a much higher Net. No in-person meetings for 99% of clients. 1 employee (Accountant) handles all bookkpg & wants to remain. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#135123EL DORADO COUNTY: CAMERON PARK/ FOLSOM AREA
$320,000 GROSS. Tax 74% ($1,040 Avg. fee): Write-up (Assoc. w/Tax Prep) 7% ( $9,499/Yr. Avg); Payroll 7% (6 clients, $4,054/Yr Avg). Practice may be relocated to Buyer\'s office. Est. Net 70%+. No in-person appts. for 45% of tax clients. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#128523SAN FRANCISCO BAY AREA
$285,000 GROSS. Tax 69% ($969 Avg.); Bookpg/Payroll 31% ($3,626/Yr. Avg). High Net 90%. No in person appts. for 95% of tax clients. Seller works from home so need to relocate to buyer\'s office. Uses Lacerte & QB. Terms, Guarantee, Transitional Assistance.

CPA TAX PRACTICE#123024SAN RAFAEL/ CORTE MADERA/ MILL VALLEY
$230,000 GROSS. Spin-off sale of a book of clients (approx. 50% of practice). 100% TAX ($1,058 Avg. fee). Net 97%. Relocate to Buyer’s office. No in-person appts. for 90% of clients. Terms, Guarantee, Transition.

CPA TAX PRACTICE#126023 LOS GATOS/ CAMPBELL/ SAN JOSE AREA
$200,000 GROSS. (2024 Est / Available To Buyer). 100% Tax ($1,085 Avg. fee). High Net 89%. Seller works from home office, so practice to be relocated to Buyer’s ofc. No in-person appts. for 50% of clients. Seller seeks a quick sale & is open to negotiation and all offers. Terms, Guarantee, Transition Assistance.

E.A. TAX PRACTICE#111922MENDOCINO
$130,000 GROSS. Tax 100% ($390 Avg). High Net 72% (higher for buyer with an existing practice). Relocatable or retain Seller’s office. No in person Appts. for 60% of clients. Good Terms, Guarantee & Transitional Assistance.

CPA TAX PRACTICE#112724SANTA ROSA / SONOMA COUNTY
$127,929 GROSS. 100% Tax ($1,242 Avg. Fee). Great opportunity to add to your practice. 85% Net and no in-person meetings for 70% of clients. Seller works from home, so needs to relocated. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#112524SAN RAMON - TRI VALLEY AREA
$120,701 GROSS. Tax 99% ($2,398 Avg. fee; Other 1%. Retirement due to health issues. Net 67%. Since practice is relocatable, adjusted Net will be 85%+. 1040 clients\' Avg. Income $155K-$235K. Relocatable or lease possibly available. High growth opportunity. Terms, Guarantee, Transitional Assistance.

E.A. TAX PRACTICE#109824NAPA COUNTY
$98,165 GROSS. 100% Tax ($418 Avg. fee). Est. Net 90%+ for buyer with a practice. Many clients live in city of Napa; relocatable to nearby cities. No appts. for 50% of clients. Great opportunity to grow your practice. Terms, Guarantee, Transitional Assistance.

E.A. TAX PRACTICE#107923WALNUT CREEK
$79,000 GROSS. Tax 95% ($789 Avg. fee); Consulting 5%. 94% Net. No in-person appts. for 90% of clients. Seller works from home; practice to be relocated to buyer’s office. Terms, Guarantee, Transition Assistance.

E.A. TAX PRACTICE#106624CASTRO VALLEY
$67,190 GROSS. 100% Tax ($352 Avg. fee). 96% Net. Seller works from home office, so practice to be relocated to Buyer\'s office. No in-person appts. for 50% of clients, 15-30 minute meetings for 30% who bring documents, 45 minute meeting for 20%. Great opportunity to expand or start a practice. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#103824SAN RAMON / DANVILLE / DUBLIN AREA
$38,740 GROSS. (Available). Spin-off of a book of individual /1040 tax clients, about 16% of practice. Avg. Fee: $524. No assets included and need to relocate to buyer\'s office, so the Net will be ~99%. No in-person appts. for 100% of clients. Terms, Guarantee, Transition Assistance.

TAX & BOOKKPG. PRACTICE#103124SAN RAFAEL
$31,766 GROSS. Tax 78%. $683 Avg. fee); Acctg/Bkkpg. 17% ($3,070/Yr. Avg); Other 6%. Net 86%. Seller works from home, so practice to be relocated to Buyer\'s office. No in-person meetings for 66% of tax clients. Terms, Guarantee, Transition Assistance.
Under Contract

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SOUTHERN CALIFORNIA

Listings as of July 21, 2024
Craig Van Laningham, Agent 800-274-4272 / craig@go2bbi.com
CLICK HERE TO VIEW OUR RECENT SOLD LISTINGS

CPA PRACTICE#216522SAN FERNANDO VALLEY/ SHERMAN OAKS AREA
$1,650,000 GROSS. Tax 51% ($1,677 Avg.); Acctg/Bkkpg. 18% ($4,111/Yr. Avg.); Consulting, Biz. Mgmt, P/R, Misc. 31% ($5,897 Avg). Prime location, excellent staff, great year-round income. Tax client\'s AGI: $400K & 98% have no in person appts. Terms, Guarantee, Transition Assistance & Sellers prefer to work for new owner up to 3 years to insure high client retention.
Sold

CPA PRACTICE#213522IRVINE
$1,500,000 GROSS. Tax 69% ($1,985 Avg); Other (Consulting, Projections, F/S Audits) 31%. Net 62% & 10-11% Growth/Yr . Excellent staff. No appts: 90% of tax clients. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#214323WEST L.A.
$1,450,000 GROSS. (2024 Est.). Tax /Write-up Billings Combined. Approx. 93% Tax, 7% Write-up/Acctg. ($1,190 Avg. fee). Est. Net 63%. No meetings for 97% of tax clients. Excellent Staff. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#215223THOUSAND OAKS
$1,216,270 GROSS. (2024 Est: Actual YTD + est. through end of 2024). Tax 35% ($2,602 Avg); Bkkpg/Intl.Bkkp. 4% (%,499/Yr. Avg.); Other: Consulting, Compilations/ Compliance Audits / Other Audits 61%. Net 50%. No in-person appt. for 100% of tax clients (meets with 15 Intl. clients). Tax clients Avg. AGI: $600K. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#210422WHITTIER
$1,214,459 GROSS. Tax 86% ($685 Avg); Other (Consulting, Entity Formation, etc) 14%. High Net 86%, Relocatable. Currently 70% Virtual appts. (Could be transitioned to 100% virtual). 100% of clients pre-submit tax info. prior to appt. Excellent oppty. to add services like Bkkpg. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#211023NEWPORT BEACH
$1,045,000 GROSS. Tax 100% ($1,917 Avg. Fee). Net 49% (if retain Seller’s ofc.). Mo-Mo. rent/ relocatable within reason. Outstanding staff, CPA’s work remote. No appts for 80-90% of clients. Terms, Guarantee, Transition Support.
Sold

CPA PRACTICE#210824MONTEREY PARK/ ALHAMBRA
$1,043,000 GROSS. Tax 46% ($1,228 Avg. fee); Write-up/Bkkpg. 48% ($3,846/Yr. Avg); Compilations 6%. Excellent staff. No in-person appts. for 85% of tax clients. Chinese buyer with strong experience & who speaks Mandarin highly preferred. Terms, Guarantee, Transition Assistance.

CPA TAX PRACTICE#298124TUSTIN
$981,676 GROSS. 100% Tax/Business Services/Consulting (combined). $1,273 Avg. fee. Net 97%. Practice to be relocated to Buyer\'s office. No meetings for 99% of clients. Seller available first tax season, as needed. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#272924PALOS VERDES / REDONDO BEACH / TORRANCE
$720,300 GROSS. Tax 96% ($1,329 Avg. fee); Write-up/acctg. 4% ( 7 clients. $1,643/Yr. Avg.). 6% non-transferable or seller to retain of $760K total gross. No in-person meetings for 95% of clients. Excellent staff. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#256023TORRANCE
$571,555 GROSS. Tax 42% ($426 Avg); Write-up/Bkkpg. 58% ($2,815/Yr Avg). Net 49%. Mo-Mo lease. Relocatable (if practice is relocated, Net will be much higher). No appts for 60% of tax clients. Terms, Guarantee, Transitional Assistance.

E.A. TAX PRACTICE#250924CULVER CITY/ MAR VISTA / VENICE
$523,000 GROSS. Tax 99% ($696 Avg. fee); Misc. 1%. Spin-off of 49% of practice. 96% Net if practice is relocated, but buyer may need to hire employees. No in-person meetings for 90% of clients. High collections, low A/R. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#245324NO O.C./ BREA AREA
$453,200 GROSS. Tax 96% ($701 Avg. fee); Write-up/Bkkpg. 4% (4 clients, $5,050/Yr. Avg. fee). Practice to be relocated to Buyer\'s office> This will eliminate a majority of the Seller\'s expenses; Est. Net of 75%. No in-person appts. for 50% of tax clients. Terms, Guarantee, Transitional Assistance.

CTEC TAX & BKKPG PRACTICE#238724COVINA/ W. COVINA/ AZUSA
$362,951 GROSS. Tax 25% ($578 Avg. fee); Bkkpg. 52% ($2,598/Yr. Avg.); Misc + Payroll 24%. 74% Net. Relocatable to Buyer\'s office. 2 employees available, prefer to stay (including Bkkpg, P/R employee). Good year-round cashflow. Terms, Guarantee, Transitional Assistance.

TAX & ACCTG. PRACTICE#230224RANCHO MIRAGE
$330,000 GROSS. (2024 Est). Tax 96% ($603 Avg. fee); Acctg/Bkkpg. 4% (3 clients, $4,800/Yr. Avg.). 71% Net. No in-person appts. for 85% of clients. Practice can be relocated or perfect space to merge another practice into. Excellent Terms, Guarantee, Transition.

E.A. TAX PRACTICE#228724LONG BEACH/ BIXBY KNOLLS/ LAKEWOOD AREA
$287,000 GROSS. Sale of approx. 70% of practice of $410K practice. Tax 100% ($537 Avg. fee). No in-person appts. for 50% of clients. 55% Net, but since practice is relocatable after lease expires (11/30/24), the Net will be much higher, about 90%. High growth opportunity. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#226023SAN DIEGO - LA MESA AREA
$260,000 GROSS. Tax 71% ($549 Avg. fee); Write-up/Bkkpg. 29% (10 clients, $7,600/Yr. Avg). No meetings for 98% of clients. Retain Seller’s ofc. or relocate w/prior notice. Terms, Guarantee, Transition.

CPA TAX PRACTICE#224223SAN DIEGO - EL CAJON AREA
$228,497 GROSS. 100% TAX ($914 Avg. fee). Net 58%. Seller-owned office condo available to lease or buyer may relocate. Net will be higher for buyer with an existing practice & office. No meetings for 80% of clients. Very low A/R plus Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#218823TUSTIN /SANTA ANA AREA
$177,100 GROSS. (Seller to retain about 20%, not reflected in listing). Tax 88% ($1,186 Avg. fee); Write-up 9% ($5,567/Yr. Avg.); Compilations, 3%. Net 81% Need to relocate to Buyer\'s office. No in-person appts. for 80-85% of clients. Terms, Guarantee, Transitional Assistance.

E.A. TAX & BOOKKPG PRACTICE#209524NO. SAN DIEGO COUNTY
$98,000 GROSS. Tax 97% ($625 Avg. fee); Bookkpg. 3% ($1,500/Yr. Avg, 2 Qtrly clients). High Net: 97% Net (few of the Seller’s expenses sill apply. No in-person meetings for 98% of clients. To be relocated to Buyer’s office within a reasonable distance. Terms, Guarantee, Transitional Assistance.

CPA TAX PRACTICE#205724LAKE FOREST
$59,605 GROSS. 100% Tax (Avg. fee $670). Net 94%. Seller works from home, so Buyer needs to relocate to their -office. No in-person meetings for 95% of clients. 1040 clients\' AGI: $297K. Terms, Guarantee & Transitional Assistance.

CPA TAX PRACTICE#205714ORANGE
$57,500 GROSS. Tax 100% ($304 Avg). Net 74% (if relocated to Buyer’s office, Net will be higher). Executive Suite in good location available to rent. Great opportunity to expand or start a practice. Terms, Guarantee, Transitional Assistance.
Under Contract

CPA TAX PRACTICE#205024SAN DIEGO - MISSION VALLEY
$50,635 GROSS. Tax 96% ($559 Avg. fee). Misc. 4%. 62% Net based on current expenses, but since the practice may be relocated, a Buyer can expect a 90% Net. No in-person meetings for 95% of clients. Terms, Guarantee, Transitional Assistance.
Under Contract

CRTP TAX PRACTICE#203024LONG BEACH- AIRPORT AREA
$30,000 GROSS. Tax 90% ($356 Avg. fee); Bkkpg. 10% (2 clients, $1,488/Yr. Avg. fee). Net 81% or higher. No in-person meetings for 90% of clients, Relocate to Buyer’s office. Seller ready for a quick sale. Easy addn. with opportunity for growth. Terms, Guarantee, Transition.
Under Contract

At a difficult time for our family because of my husband’s health, David did an excellent job in finding qualified buyers for my husband’s CPA practice. He handled the negotiations and the practice was sold in a timely fashion. We could not have done this without David’s help. Maureen Carlisto.

Robert Carlisto, CPA

Robert Carlisto, CPA,
Laguna Hills, CA & Professor, CSUF