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
Craig Van Laningham
Craig Van Laningham
Agent
Lee Ribolin, Broker
Lee Ribolin
Broker

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 December 06, 2022
Lee Ribolin, Broker 800-727-4272 / lee@go2bbi.com
CLICK HERE TO VIEW OUR RECENT SOLD LISTINGS

CPA PRACTICE#119922LOS BANOS & FRESNO
$1,943,194 GROSS. Tax 64% ($1,405 Avg.); Write-up/Bkkpg. 10%; Misc 26%. No in-person appts for 80% of tax clients. Tax clients’ AGI: $500K. Outstanding staff. Uses Lacerte & QB Seller available part-time up to 3 years. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#117221FAIRFIELD
$1,620,000 GROSS. Tax 99% ($861 AVG); Write-up 1% ($5K/Yr. AVG). Great year-round cashflow. 95% of clients are drop-offs/ mail-ins (no appts). 2 Partners available 1st tax season. PRICE NEGOTIABLE + Terms, Guarantee, Transition Assistance.

CPA PRACTICE#115920PLEASANTON
$1,595,430 GROSS. Write-up/Bkkpg. 66% ($5,242 AVG); Taxes 32% ($1,006 AVG); Consulting/Misc. 2%. , High Net: 69%, year-round monthly income, and outstanding staff. 75% of tax clients don\'t require in office meetings. Terms, Guarantee, initial 30 day and 1st year Transition Support.
Sold

CPA PRACTICE#115821SILICON VALLEY
$1,589,430 GROSS. Tax 75% ($1,484 AVG); Write-up 20% ($11,162/Yr. AVG); Planning/Consulting 5%. Top rated practice with consistent mo. income year-round. Tax clients average Avg. Income/Yr: $353K. Lease available or relocate to your office. . Uses Office Tools Practc. Mgmt.; allows remote access. Outstanding staff. Terms, Guarantee & Transition Assistance included.
Offer Accepted

CPA PRACTICE#114122SANTA ROSA & SF
$1,507,893 GROSS. Tax 93% ($1,660 AVG.). Acctg/Bkkpg. 6% ($5,733/Yr. AVG); IRS Audits 1%. 53% Net. Tax clients Avg. Income: $353K. Lease available or relocate to your office. Uses Office Tools Practc. Mgmt.; allows remote access. Outstanding staff. Terms, Guarantee & Transition Assistance included.

CPA PRACTICE#113022WALNUT CREEK
$1,150,000 GROSS. Tax 94% ($2,032 Avg); Write-up 6% (8 clients, $9,500/Yr. Avg); Payroll 0.4% ($1,000/Yr. Avg, 5 clients). 54% Net Higher Net when /if buyer relocates to their office -upon expiration of Seller\'s lease Feb. 2024. 90% of clients have no in-person appt. 2 outstanding CPA & EA employees. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#195722SONOMA COUNTY
$1,032,990 GROSS. Tax 90% ($1,578 Avg.); Acctg/Bookkpg. 8% ($3,401/Yr. Avg); Consulting/Audits/Forensics 10% ($,1791 Avg). 45% Net. 75% of tax clients have no meeting (drop-offs, etc). Excellent staff. Great year-round cashflow. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#180021SONOMA COUNTY
$800,656 GROSS. Tax Services 100% ($2,158 AVG). Tax Revenue includes a few Acctg. clients. Clients\' AGI: $338K. Outstanding staff. Good growth oppty. as Seller does no advertising and rarely takes new clients. 45% Net. In office only as needed. Office (zoned Res/Bus.) available to lease, buy or practice may be relocated. Terms, Guarantee, Transition Assistance.

TAX & ACCTG PRACTICE#170021YUBA CITY
$700,000 GROSS. Tax 62% ($417 AVG); Acctg/Payroll 35%+ ($2,633/Yr. AVG); Consulting 3%. 51% Net. Good year-round Mo. income. Excellent staff. Seller available to work for new owner the first year. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#163222SAN JOSE
$696,500 GROSS. Tax 82% ($459 Avg); Bookkpg. 11% ($4,644/Yr. Avg); Other (P/R, etc) 7%. 55% Net & great year-round Mo. cashflow. Space available (Seller-owned bldg.) or may be relocated. No appts. with 30% of tax clients. Seller available to work P-T. Terms, Guarantee, Transition.

CPA PRACTICE#168021VALLEJO
$680,000 GROSS. Tax 99% ($553 AVG); Write-up1% ($3,330/Yr AVG). 60% of clients are drop-offs/ mail-ins (no appts). Retain office (Mo-Mo lease) OR future relocation option. PRICE NEGOTIABLE + Terms, Guarantee, Transition Assistance.

E.A. & CTEC TAX PRACTICE#162021BURLINGAME /SAN MATEO AREA
$640,000 GROSS. Tax 95% ($608 Avg); Other 5% (Consulting, Amended Rtns, FBARs). Great Net of 68%. Lease available or relocatable. No appts. for 95% of clients. 13%/Yr. revenue growth. Terms, Guarantee, Transitional Support.

CPA PRACTICE#160122LOS GATOS
$601,375 GROSS. Spin-off of a book of tax clients. $3,341 Avg. fee. To be relocated to Buyer’s office. No assets or staff included, so nearly 100% Net. No in person appts. for 85% of clients. Tax client’s Avg. Income: $585K. Terms, Guarantee, Transitional Assistance.
Offer Accepted

CPA PRACTICE#173022PLEASANT HILL/ WALNUT CREEK
$568,041 GROSS. Tax 60% ($963 Avg.); Write-up/Bkkpg 17% ( $3,098 Yr/ Avg); Consulting/Misc, P/R 24%. Net 55% (higher for buyer with an existing practice). No appts. for 90% of tax clients. Terms, Guarantee, Transition.

E.A. PRACTICE#156322SANTA CRUZ COUNTY
$563,654 GROSS. Tax 50% ($613 Avg.); Bookkpg. 42% ($3,333/Yr. Avg.); Consulting/ IRS Audits 8%. Good Net 51% w/steady revenue growth 6-8% /Yr. 75% of tax clients have no appt. Excellent staff. Terms, Guarantee, Transition Assistance.

CPA & CTEC#155622OAKLAND
$557,000 GROSS. Tax 94% ($795 Avg); Write-up/Acctg. 6% ($3,239/Yr. Avg). High Net 70%. Ofc. in upper-income area. Lease negotiable or relocatable. No appts. for 90% of tax clients. AGI: $204K. 2 partners available to work part-time. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#160021MARIN COUNTY
$540,000 GROSS. Tax 83% ($515 AVG); Write-up/Bkkpg. 17% ($8,527/Yr. AVG). 63% Net. Great year-round Mo. income. Ideal downtown location. Lease available in Seller-owned bldg. or relocate. Most tax clients have no in ofc. appt. Recently Updated Terms plus Guarantee, Transition Assistance.

CPA PRACTICE#148522ROSEVILLE
$485,000 GROSS. Tax 50% ($606 Avg); Write-up/Bkkpg. ($3,094/Yr. Avg); Other/ Misc. 17% ($4,353/Yr. Avg). Sale of approx. 75% of practice (about 65% tax, 35% Write-up). Adjusted Net: 72%. Relocate to your office. No in-person appts. for 95% of tax clients. Terms, Guarantee, Transitional Assistance.

TAX PRACTICE#134021TIBURON PENINSULA
$439,705 GROSS. Tax 96% ($508 Avg); IRS Letters/ Planning 4%. Gross increased nearly 16%% (2021) and 8%+ (2022 Est). Relocatable or Lease available. 40% of clients have no in person appt. Seller takes 2 mos. off yearly. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#135522SAN RAMON
$410,000 GROSS. Tax 74% ($1,054 AVG); Consulting, Forensic Acctg, 1099\'s 26% ($3,899/Yr. AVG). 45% Net (reflects Rent expense, but practice is relocatable). 55-60% Net for Buyer who relocates to their office. 1040 Tax clients\' AGI: $200K. 65% of clients are drop-offs /mail-ins (no appt. w/Seller). Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#140021TRI-VALLEY: LIVERMORE AREA
$400,000 GROSS. Tax Prep: 93% ($651 AVG); Write-up/Bkkpg 7% ($3,444 AVG). Spin-off of $400K, about 70% of Gross. High Net 65%. Share space available in Seller\'s office or relocate to your office. Good monthly cash flow year round. Seller available to work for new owner 1st tax season to insure high retention. Terms, Guarantee, Transition Assistance.
Under Contract

E.A. TAX PRACTICE#139522BURLINGAME & DALY CITY
$399,000 GROSS. Tax 94% ($274 AVG); Bookkpg, P/R, P&L\'s 6% ($2,180/Yr AVG). 52% Net (higher Net if some expenses eliminated such as rent, etc.). No in person appts. for 40% of tax clients (drop-offs, mail-ins). 1040 tax client AGI: $160K. Avg. age 40-50. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#139722LAFAYETTE
$397,109 GROSS. 397,109 GROSS. Tax 94% ($1,359 Avg.); Misc. 6%. High Net 73%. Tax clients’ AGI; $450K. No in person appts for 100% of clients. Seller available to work for new owner 1st tax season. Favorable owner financing available to buyer with an appropriate down payment. Terms, Guarantee, Transitional Assistance.

CPA & EA#135022CAMPBELL/ SAN JOSE AREA
$350,000 GROSS. Tax & 1 Audit 100% ($870 Avg.). 59% Net. No in person appts. past 2 years for 95% of clients. Avg. Income: $409K+. Good year-round cashflow. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#132522MERCED
$336,826 GROSS. Tax 76% ($936 Avg); Write-up/Bkkpg/Payroll 23% ($3,858/Yr. Avg); Other 1.8%. Seller to retain approx. $48K (already deducted) for Trust/Estate clients. Outstanding employees. Buyer preferred who will retain Seller\'s office at least 1st year. High growth oppty. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#133022SACRAMENTO
$330,000 GROSS. Tax 63% ( $532 Avg.); Acctg/ Bkkpg 36% ($2,882/Yr. Avg); 1 Review/Yr. 1%. High Net 71%. Mo-Mo lease (relocate to your office or lease possibly may be assumed). No in-person appts. for 70% of tax clients. Terms, Guarantee, Transitional Assistance.

CPA TAX PRACTICE#132122SANTA CLARA
$324,020 GROSS. Tax 100% ($785 Avg.). 58% Net now; much higher Net when Seller\'s lease expires April 2023. 99.9% of clients don\'t meet w/Seller in person. Good year-round cashflow. Terms, Guarantee, Transitional Assistance.

E.A. TAX PRACTICE#127522- VIRTUAL
$275,000 GROSS. Tax 97% ($467 Avg.); Bkkpg. 3% (1 client, $7,200/Yr.). Virtual practice: Seller moved out of state, so no in person appts. Net 66%, but higher for buyer with an existing practice. Great opportunity to expand your practice. Terms, Guarantee, Transitional Assistance.

TAX PRACTICE#131821OAKLAND
$275,000 GROSS. Tax 100% ($479 Avg.). Sale due to health issues. Net 61% (or higher) & very low A/R. Lease only $1,500/Mo. or practice may be relocated within a reasonable distance. Seller to retain business clients (about $50K) already deducted from revenues. Terms, Guarantee, Transition.

CPA PRACTICE#146522DANVILLE
$256,030 GROSS. 100% Tax ($1,474 Avg. /Partner A, $1,046 Avg./ Partner B). 1 partner to retire due to health; 1 partner to retain 35% of clients. Net 75%+ for buyer with an existing practice. No in person mtgs for 90% of clients. High Client AGI: $821K (1 partner); $374K (1 partner). Terms, Guarantee, Transition

CPA PRACTICE#120122FRESNO COUNTY/ SELMA AREA
$220,000 GROSS. Tax 75% ($1,289 Avg.); Write-up 18% (5 clients, $7,749/Yr. Avg); Misc. 7%. Relocatable or rent Seller-owned building or available for sale. Ofc. shared with another CPA; separate practice for sale. See Listing #118522. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#118522FRESNO COUNTY/ SELMA AREA
$185,270 GROSS. Tax 69% ($1,034 Avg.); Write-up 14% (3 clients; $8,855/Yr Avg); 2 Comps/Reviews 17% ($6,500 Avg). Outstanding Ofc. Mgr. to stay. Relocatable, rent from bldg. owner or bldg. for sale. See Listing #120122. Terms, Guarantee, Transition Assistance.

E.A. PRACTICE#117722FOSTER CITY/ SAN MATEO AREA
$177,900 GROSS. All tax. $798 Avg. fee. Spin-off of Tax clients. Relocate to your office, 97% Net (few expenses will apply). No in person appts. Great oppty. to expand your practice. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#116422SAN RAMON
$175,000 GROSS. Tax 100% ($1,962 Avg. fee). Spin-off of 15% of practice. Net 93%. Excellent oppty. to expand your practice. Clients send tax info. electronically. 97% of clients have no appts. Relocatable. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#117422SACRAMENTO
$174,345 GROSS. Tax 93% ($1,902 Avg.); Write-up/Bkkpg. 7% (5 Qtrly. clients; $2,540/Yr. Avg). Relocatable or lease. 55% Net, higher Net for buyer with existing practice. No appts. for 90% of tax clients. Terms, Guarantee, Transition Assistance.

CPA TAX PRACTICE#116122VACAVILLE
$161,982 GROSS. 100% Tax ($363 Avg). High Net 76%. No appts. for 30% of clients. Uses Lacerte. Relocatable or lease may be available. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#116121NO. SAN MATEO COUNTY
$161,500 GROSS. Tax 96% ($744 AVG); Write-up/Acctg 0.5% (1 clients: $740/Yr. AVG); Payroll 4% (7 clients: $857/Yr AVG). High Net: 75% and relocatable (Mo-Mo lease). 35% of clients have no in ofc. appt. Great oppty to start or grow your practice! Terms, Guarantee, Transition Support.

CPA PRACTICE#113021SALINAS
$120,000 GROSS. Tax 62% ($899 AVG); Write-up/Bkkpg 38% $2,735/Yr AVG. Relocate to you office or option to retain Seller\'s office. 64%+ Net for buyer with an existing office. Uses Lacerte. Terms, Guarantee, Transition Assistance.

E.A. TAX PRACTICE#111922MENDOCINO
$119,650 GROSS. Tax 100% ($345 Avg). High Net 81% and practice may be relocated to buyer’s office. Or, retain Seller’s office. No in person Appts. for 60% of clients. Good Terms, Down Payment & Transitional Assistance.

E.A. TAX PRACTICE#111522OAKLAND -NEAR LAKE MERRITT
$115,280 GROSS. 100% Tax ($766 Avg). 62% Net (higher for buyer with existing practice). Relocate to your ofc. or Seller\'s ofc. may be available. No in person appts. Terms, Guarantee, Transition Assistance.

CPA TAX PRACTICE#111322VACAVILLE
$113,192 GROSS. Tax 100% ($476 Avg.). Great opportunity to expand or start your practice. Relocatable or retain seller’s office. No in person appt. for 50% of clients. Very low A/R. Terms, Guarantee, Transitional Assistance.

E.A. TAX PRACTICE#110222CAMPBELL
$102,400 GROSS. Spin-off of a book of 175 tax clients ($585 Avg. fee). Relocate to your office. High net 96%. No in-person appts. for 62% of clients. AGI: $150K-$450K. Terms, Guarantee, Transitional Assistance.

CPA TAX PRACTICE#109222SAN MATEO COUNTY- HALF MOON BAY AREA
$92,417 GROSS. 100% Tax ( 1040/1041\'s only. $797/Avg.). Deceased seller; CPA friend has been managing the practice. Seller worked from home office, so nearly 100% Net. No in-person appts. for 90% of clients. Terms, Guarantee, Transitional Support.

VIRTUAL TAX PRACTICE#108022INT’L. CLIENTS
$80,000 GROSS. (2022 Est). Tax 100% ( $642 Avg.). 84% Net (100% Net for buyer w/existing practice. Seller works from home; no client appts. Majority of clients are located int’l. Terms, Guarantee, Transitional Assistance.
Offer Accepted

E.A. TAX PRACTICE#107322ALBANY/ EL CERRITO AREA
$73,000 GROSS. Tax 100% ($768 Avg). 94% Net. Great oppty. to start or expand your practice. Relocatable to Buyer\'s office up to 15 miles approx. Very low A/R. Many clients have requested remote/ virtual service and would be open to no in-person appt. Terms, Guarantee, Transition Assistance.

E.A. TAX PRACTICE#105921PLEASANTON
$59,171 GROSS. Spin-off of a book of Individual tax clients ($280/Avg. fee). Nearly 100% Net for buyer with an existing practice, software, etc. Relocate to your office or space available in Seller\'s office (with use of computer, Lacerte, etc.). No in person appts. for 90% of clients. Terms, Guarantee, Transitional Assistance.

TAX PRACTICE#105522MARIN COUNTY
$57,000 GROSS. Tax 100% ($426 Avg). Great addition to your practice or to start a practice. Seller works from home, so practice to be relocated. 93% Net. Virtually no in person appts. Uses ProSeries. Terms, Guarantee, Transition Assistance.

SOUTHERN CALIFORNIA

Listings as of December 06, 2022
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.
Offer Accepted

CPA PRACTICE#213522IRVINE
$1,500,000 GROSS. Tax 72% ($1,966 Avg); Other (Consulting, Projections, F/S Audits) 28% ($6,998 Avg). Great Net 62%. Revenue growth/Yr. 10-11%. Excellent staff. No appts. for 100% of tax clients. Terms, Guarantee, Transition.

CPA PRACTICE#212022WEST SIDE / SANTA MONICA AREA
$1,200,000 GROSS. Tax & some combined Acctg.: 100% ($1,119 Avg fee). No appts (drop-offs) for 90% of tax clients. Avg. Income: $223K. Practice to be relocated to Buyer\'s location as Seller won\'t retain office when lease expires 12/31/22. Net 60%+. Top notch staff. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#210422WHITTIER
$1,022,593 GROSS. Tax 87% ($662 Avg); Other (IRS Audits, Consulting, Entity Formation, etc) 13%. High Net 83%, Relocatable. No in-ofc appts for 70% of clients (phone only). 100% of clients mail, email, use DropBox to send tax info. Terms, Guarantee, Transition Support

CPA PRACTICE#290022CALABASAS AREA
$910,000 GROSS. Tax 63% ($1,063 Avg); Write-up/Bkkpg. ($3,492/Yr. Avg); Other 6%. High Net: 75%. Excellent staff. Seller available, prefers to work for new owner 1st year. No in-person appts. for 95% of tax clients (AGI: $200-$300K). Terms, Guarantee, Transition Support.

CPA PRACTICE#270622THOUSAND OAKS AREA
$725,000 GROSS. Tax 33% ($1,143 Avg.); Write-up 18% ($1,542 Avg.); Other 49% (Bus. Mtc, Correspondence, Tax Planning, P/R, etc.). 45% Net (or higher for Buyer w/existing practice). 97% of tax clients have no appt. Terms, Guarantee, Transition Assistance.

CPA TAX PRACTICE#272022SAN DIEGO - MISSION VALLEY
$720,000 GROSS. Tax 100% ($956 Avg). 100% of tax clients have no in person meeting. 40% Net. Relocatable when lease expires 8/31/23. Uses Lacerte. 15% of clients have foreign assets. Terms, Guarantee, Transition Support.

CPA PRACTICE#263022WEST LOS ANGELES
$686,000 GROSS. (2022 Est. Gross $686K is 16%+ higher than 2021 Gross due to increase in clients & income). Tax 88% ($1,382 Avg.); Write-up/Acctg 11% ($5,909/Yr. Avg), Consulting 1% (1 client, $4,100/Yr.). 83% Net. No appts. for 95% of tax clients. Seller shares ofc., staff & expenses with brother (CPA, separate practice). Relocatable when lease expires 8/31/23. Seller available to work Part-time. Terms, Guarantee, Transition Assistance.

CPA/EA PRACTICE#266722WEST LOS ANGELES
$654,000 GROSS. $2,402 Avg, Fee. (Billing combined for Tax, Bkkpg, P/R). 100% of tax clients have no in person meeting (drop-offs, mail, email). Relocate to Buyer’s office. Uses Lacerte & QB. Terms, Guarantee, Transition Assistance.

E.A. TAX & ACCTG. PRACTICE#267022DOWNTOWN L.A.
$650,000 GROSS. Combined Tax & Bookkpg. 96% ($1,892 Avg); Audits 4%. Net 64%. Prime DTLA location near venues, com’l, retail, subway. Outstanding staff. Prefer buyer retains Seller’s ofc. 1st year or longer. Low A/R. Seller wants to work for new owner Part-time. Terms, Guarantee, Transition Support.

E.A. TAX PRACTICE#253921SAN DIEGO
$617,880 GROSS. Tax 97% ($1,265 AVG); Audits, Consulting 3%. Appts. pre-booked yr. in advance 5% fee increase, 13%+ increase in Gross. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#257922NW ORANGE COUNTY /CYPRESS AREA
$579,980 GROSS. Tax 67% ($566 Avg.); Write-up 31% ($2,796/Yr. Avg); Other 2%. Sale of 50% of practice. 52% Net. Paperless office and no in person appts. for 81% of tax clients. Excellent staff & Sellers want to work for new owner. Terms, Guarantee, Transitional Assistance.
Under Contract

CPA PRACTICE#255021EAST SAN GABRIEL VALLEY
$563,512 GROSS. Tax 63% ($1,245 AVG); Write-up/Bkkpg 36% ($2,268/YR AVG); Misc 2%. High Net 67%. 100% of tax clients have no appt w/Seller. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#252521ENCINO
$525,000 GROSS. Tax 70% ($882 AVG); Write-up/Bkkpg. 10% ($1.713/Yr. AVG); P/R & Reviews 20% ($2,985 AVG). Excellent acquisition oppty. Great location w/reasonable lease or relocatable. Tax clients AGI: $300K. 50% of tax clients have no meetings. Very low A/R. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#251322SAN DIEGO - UTC / CLAIREMONT AREA
$513,000 GROSS. Tax 65% ($1,041 AVG); Write-up/Bkkpg. 35% ($5,613/Yr. AVG). 54% Net. Buyer w/existing practice (software, etc.) will have a higher Net. No appts. for 98% of tax clients. Lacerte user. 2 great employees. Seller available to work 1st tax season. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#243222SAN DIEGO
$382,000 GROSS. Tax 83% ($631 AVG); Court Format Trust/Estate Accountings ($11,400 AVG for 10 Fiduciary clients; 60 total accountings). High Net 92%. Seller works from home, so practice to be relocated. 90% of tax clients have no in person meeting w/seller. Terms, Guarantee, Transition Assistance.

E.A. BOOKKPG / TAX PRACTICE#233522SANTA BARBARA
$300,000 GROSS. Tax 36% ($361 Avg); Bookkpg. 57% ($3,455/Yr. Avg.); Payroll 7%. Seller to retain about 10%. Available to work for Buyer to insure high retention. Mo-Mo lease; keep office or relocate to your location. 90% of tax clients have no in person appt. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#224222SAN DIEGO / LA MESA
$250,000 GROSS. Tax 72% ($530 AVG); Mo. Bkkpg. 10 clients ($6,833/Yr. Avg). 55% Net (higher for Buyer w/existing practice). Tax clients AGI $250K; 98% don\'t meet w/Seller. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#221322ALHAMBRA
$231,366 GROSS. available. Seller to retain about 29%. Tax 82% ($1,037 Avg); Write-up 11% ($3,660/Yr Avg); P/R 7%. TBD: Seller may keep ofc. or lease may be available. No appts. for 85% of tax clients. Ideal buyer is bilingual: English & Cantonese or Mandarin. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#222822CANOGA PARK / WOODLAND HILLS AREA
$203,000 GROSS. Tax 81% ($1,322 Avg.); Bookkpg. 19% ($2,341/Yr. Avg). Net 46% (w/Seller\'s rent & ofc. expenses), but much higher if buyer relocates to their ofc. No in person appts. for 95% of tax clients. Uses Lacerte & QB. Good Terms, Guarantee & Transitional Assistance.
Under Contract

CPA PRACTICE#217222TUSTIN/ NO. IRVINE ARA
$172,725 GROSS. 100% Tax Spin-off ($478 Avg. fee). Net 69% or nearly 100% if relocate to Buyer\'s office. No in person appts for 65% of clients. Year-round cash flow. Terms, Guarantee, Transition Support.

CPA PRACTICE#221922NO. COASTAL SAN DIEGO
$167,100 GROSS. 100% Tax ($690 Avg). Spin-off-about 74% of practice; relocate to your office. No appts. for 90% of clients. Avg, Income: $209K. High Net 87%. Low A/R. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#212122RIVERSIDE
$121,410 GROSS. Tax 45% ($819 Avg.); Write-up & Bank Reconciliations 8% ($3,143/Yr. Avg.); Consulting/Misc 46% ($8,047/Yr. Avg). High Net 72%. 80% of tax clients have no appt. w/Seller. AGI: $300K. Good Terms, Guarantee, Transition Assistance.

CPA PRACTICE#212012FOUNTAIN VALLEY/ HUNTINGTON BEACH AREA
$120,000 GROSS. (2022 Est). Tax & Writeup 100% ($952 Avg). Net 76%. Practice may be relocated or retain Seller\'s Executive Suite office. No appts. for 50% of tax clients. Terms, Guarantee, Transitional Assistance.

E.A. PRACTICE#210921SAN DIEGO -SORRENTO VALLEY AREA
$109,617 GROSS. Tax 96% ($616 AVG); Bookkpg. 4% ($2.140/Yr. AVG). 63% Net. Lease available or relocate to your ofc. Uses Lacerte & QB. Tax clients\' AGI: $230K. 50% don\'t meet w/Seller. Terms, Guarantee, Transition Assistance. Seller open to Offers after tax season.

TAX PRACTICE#209922VIRTUAL - L.A. /SO. CAL.
$101,845 GROSS. Tax 100% ($533 Avg.). 92% Net. Seller works from AZ home office. No appts. for 95% of clients. 75% of clients in L.A. County. Excellent opportunity to expand or start a practice. Terms, Guarantee, Transitional Assistance.
Sold

TAX & BKKPG PRACTICE#207422SAN FERNANDO/NORTHRIDGE
$74,000 GROSS. Tax 78% ($162 Avg); Bookkpg. 22% ($1,231 Avg). Start or expand your practice. 98% Net. Relocate to your office or Seller has available ofc. space. Bilingual (English/ Spanish) buyer required. Terms, Guarantee, Transition Assistance.
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