No-Cal: 800-727-4272
So-Cal: 800-274-4272
David C. Smith
Founder
Craig Van Laningham
Agent
Lee Ribolin
Broker
Accounting & Tax Practice
Specialists for California
Tax Practice Sales
Accounting Practice Sales
Bookkeeping Practice Sales
CLICK HERE TO VIEW LISTINGSBUSINESS 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 October 03, 2023
Lee Ribolin, Broker 800-727-4272 / lee@go2bbi.com
CLICK HERE TO VIEW OUR RECENT SOLD LISTINGS
CPA PRACTICE#112113FRESNO
$1,200,000 GROSS. (2023 Est.). 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.). Net 47%. Lease available or relocatable. No in-person appts. for 50-60% of tax clients. Excellent staff. Terms, Guarantee, Transition Assistance.
CPA PRACTICE#110023SF BAY AREA /SF PENINSULA
$1,000,000 GROSS. Tax 92% (includes combined revenues for Bus. clients, $3,944 Avg); Write-up 9% ($12,143/Yr Avg. High Net 67%. No in person appts. for 95% of clients. Seller available to work for new owner. Terms, Guarantee, Transition Assistance.
Offer Accepted
CPA PRACTICE#190023PLEASANTON
$900,000 GROSS. Tax 90% ($1,097 Avg.); Write-up/Bkkpg. 7% ($4,704/Yr. Avg); Consulting 3%. No in-person appts. for 90% of tax clients. Seller available to work for new owner. Terms, Guarantee, Transitional 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%. Indiv. /1040 clients’ Avg. Income: $277K. No in-person appts. for 50% of clients. Sellers available to work for new owner and offer Terms, Guarantee, Transition Support
CPA PRACTICE#163222SAN JOSE
$750,000 GROSS. Tax 82% ($534 Avg); Bkkpg. 11% ($5,018/Yr. Avg); Other 7%. 61% Net. (2023: 8.6% Higher Gross, 9% Higher Net). No in person appts. for 70% of clients. Lease space in Seller-owned bldg.) or relocatable. Terms, Guarantee, Transition Assistance..
E.A. PRACTICE#156322SANTA CRUZ COUNTY
$660,834 GROSS. Tax 58% ($906 Avg.); Bookkpg, P/R. 18% ($1,813/Yr. Avg.); Bus. Svcs/Tax & Estate Planning/ Fin. Planning 24%. Good Net 61% w/steady revenue growth 6-8% /Yr. (25+% Gross Increase 2022). No in person appts. for 75% of tax clients. Excellent staff. Terms, Guarantee, Transition Assistance.
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.
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#150023STOCKTON
$500,000 GROSS. Tax 54% ($452 Avg); Acctg/Bkkpg. 36% ($5,042//Yr Avg); Misc. 10%. 60% Net, very few in person appts & relocatable. Seller available to work P-T. Terms, Guarantee, Transitional Assistance.
E.A. TAX & BOOKKPG PRACTICE#150823CONCORD
$480,000 GROSS. Tax 97% ($507 Avg); Bookkpg. 3% ($2,544/Yr. Avg). Net 69%. No in person appts. for 82% of clients. Outstanding employee (16 yrs) & Seller also available (if needed). 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.
E.A. TAX PRACTICE#140023CAMPBELL-LOS GATOS AREA
$400,000 GROSS. Tax 100% ($650 Avg. fee). High Net: 78%. No in person appts. for 62% of clients. EA or CPA buyer preferred. Seller offers 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#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#120023LOS GATOS / CAMPBELL
$217,000 GROSS. Tax 100% ($982 Avg). Net 76%. Fees increased yearly. Lacerte user. Must be relocated to Buyer\'s office. No in person appts. for 50% of clients. Terms, Guarantee, Transitional Assistance. Highly motivated seller; Flexible terms to qualified buyer..
E.A. TAX PRACTICE#120322CAMPBELL/ WEST SAN JOSE
$201,675 GROSS. 100% Tax ($568 Avg. fee). 67% Net. Easy addition to grow your practice. 3%+ annual growth. Great location (close to 880 & 280). Lease expires 10/31/24, but possible early termination. Terms, Guarantee, Transition Assistance & Seller available 1st tax season.
CPA PRACTICE#119023LOS BANOS
$190,000 GROSS. Tax 70% ($290 Avg); Acctg/Bkkpg. 30% ($2,389/Yr. Avg). :ease office from Seller or relocate to your office. Seller and employee available to work P-T for new owner, if needed. Terms, Guarantee, Transitional Assistance.
CPA PRACTICE#116121NO. SAN MATEO COUNTY
$180,000 GROSS. Tax 99% ($883 AVG); P/R 1%. High Net: 78%. Relocate to your office. 68% of clients have no appt. Seller very motivated to sell soon & available Part-Time. Terms, Guarantee, Transitional 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.
TAX & PAYROLL PRACTICE#117123BERKELEY
$171,860 GROSS. TAX 64% ($460 Avg.); Payroll/ 1 Bkkpg client 36% ($2,183/Yr. Avg). Net 95%; low expenses. Seller works from home, practice to be relocated. No appts. for 98% of clients. Terms, Guarantee, Transitional Assistance.
Offer Accepted
E.A. PRACTICE#117113CAMPBELL/ W. SAN JOSE AREA
$171,500 GROSS. Tax 80% ($454 Avg); Acctg/Bkkpg. ($1,150/Yr. Avg.); Payroll 7% (8 clients. $1.500/Yr. Avg). Retain Seller\'s ofc. or relocate (Lease Opt-out clause for early termination). Good year-round cashflow. Terms, Guarantee, Transition Assistance.
CPA PRACTICE#115023Central Tuolumne County
$150,312 GROSS. 100% Tax ($524 Avg). High Net 63%. Great opportunity (as Seller did 30+ years ago) to live and work in an area with a slower pace, a great area to raise a family, with many outdoor activities. No in-person appts. for 50% of clients. Seller offers Terms, Guarantee, Transitional Assistance.
CPA TAX PRACTICE#112123SAN RAMON- TRI VALLEY AREA
$133,709 GROSS. (Available to buyer). Tax 68% ($1,382 Avg. fee). Consulting, Foreign, Non-Resident, Expat, Misc. 32% ($2,092 Avg. fee). Adjusted Net: 85%. Relocatable to Buyer\'s office. No in-person appts. for 80% of tax clients. 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#205923FREMONT
$59,000 GROSS. 100% Tax ($536 Avg. fee). Easy addition to grow your practice. No in-person appts. for 50% of clients. Seller works from home; practice to be relocated to Buyer’s ofc. High net for Buyer. Terms, Guarantee, Transition Support.
CPA TAX#105223GRASS VALLEY
$52,975 GROSS. Spin-off, about 50% of practice. Few expenses apply, so nearly 100% Net for the buyer and needs to be relocated to Buyer\'s office. Easy addition or opportunity to start a practice. Terms, Guarantee, Transitional Assistance.
CPA TAX PRACTICE#104023FRESNO
$40,500 GROSS. 100% Tax ($250 Avg). Spin-off: approx. 65% of practice. Seller works from home, so practice to be relocated to buyer\'s office. Net almost 100% for a buyer with an existing practice. Terms, Guarantee, Transitional Assistance.
SOUTHERN CALIFORNIA
Listings as of October 03, 2023
Craig Van Laningham, Agent 800-274-4272 / craig@go2bbi.com
CLICK HERE TO VIEW OUR RECENT SOLD LISTINGS
CPA PRACTICE#238023SHERMAN OAKS
$3,867,266 GROSS. Tax 60% ($2,379 Avg.); Write-up 17% ($11,173/Yr. Avg.); Other 23% (Consulting, Bus. Mgmt., Misc). Premier practice established in 1960. Outstanding staff. No in-person appts. for 90% of tax clients. Tax clients Avg. Income/ Yr. $609K+. Terms, Guarantee, Transitional Assistance.
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.
CPA PRACTICE#210422WHITTIER
$1,214,459 GROSS. Tax 86% ($685 Avg); Other (Consulting, Entity Formation, etc) 14%. High Net 86%, Revenue growth: 21% (2022), 13% (2023). 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.
CPA PRACTICE#215223THOUSAND OAKS
$1,145,000 GROSS. Tax 50% ($3,470 Avg); Compliance Audits 25%; Other Audits 25% ($22,077 Avg). 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#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.
Under Contract
CPA PRACTICE#295023ENCINO
$963,000 GROSS. Tax 72% ($4,714 Avg. fee); Write-up 6% (7 clients, $8,510/Yr. Avg.); Bus. Mgmt, Pension Acctg, P/R Prep. 21%. Net: 55%. No in-person appts. for 90% of tax clients. 1040 Tax clients AGI: $300K. Excellent staff & Seller available P-T up to 2 years. Terms, Guarantee, Transitional Assistance.
CPA TAX PRACTICE#272022SAN DIEGO - MISSION VALLEY
$784,311 GROSS. Tax 100% ($1,303 Avg. fee). 100% of tax clients have no in person meeting. Net 55%. 7%+ projected growth in 2023. Relocatable when lease expires 6/30/25. 15% of clients have foreign assets. Terms, Guarantee, Transitional Support
CPA PRACTICE#256023TORRANCE
$560,000 GROSS. Tax 40% ($366 Avg); Write-up/Bookkpg. 60% ($2,671/Yr Avg). Net 47%. If practice is relocated, Net will be much higher. No appts for 60% of tax clients. Terms, Guarantee, Transitional Assistance.
CPA PRACTICE#245523SAN DIEGO - MISSION VALLEY
$455,180 GROSS. Tax 62% ($1,152 Avg); Acctg/Bkkpg 20% ($1,293/Yr Avg.); Misc/Consulting 18%.18. No in person appts for 95% of tax clients: Avg. AGI: $258K. Seller in ofc only on Mon.; CPA employee runs ofc. High growth oppty. Terms, Guarantee, Transitional Assistance.
CPA TAX PRACTICE#222223TUSTIN /IRVINE AREA
$222,940 GROSS. Sale of about 70% of practice (tax clients). Tax100%.($616 Avg. fee). 75% Net. Relocatable or keep Seller\'s ofc. No in-person appts. for 75-80% of clients. Terms, Guarantee, Transitional Assistance.
CPA PRACTICE#220023OCEANSIDE-CARLSBAD AREA
$200,000 GROSS. Tax 100% ($759 Avg. fee). Net 59% (or 81% if Buyer doesn\'t need Outside Services help during tax season). Few in-person appts. Retain Seller\'s ofc. or possibly relocatable (possible early termination of lease). Terms, Guarantee, Transition Assistance.
Sold
CPA PRACTICE#217523SAN DIEGO - MISSION VALLEY
$185,000 GROSS. 100% Tax ($655 Avg fee). Spin-off of about 33% of Seller\'s Total Gross. Almost 100% Net for buyer as no assets or lease to acquire. To be relocated to Buyer\'s office. No in-person appts. for 63% of clients. Terms, Guarantee, Transitional Assistance.
CPA PRACTICE#217513SOUTH ORANGE COUNTY
$175,000 GROSS. Tax 87% ($916 Avg. fee); Bookkpg. 7% (8 annual clients, $1,500 Avg. fee); Misc. 6%. High Net 93%. No in-person appts. for 95% of clients. Great opportunity! Seller works from home; relocate to Buyer\'s office. Terms, Guarantee, Transitional Assistance.
CPA PRACTICE#215523STEVENSON RANCH/ SANTA CLARITA AREA
$155,310 GROSS. Tax 96% ($520 Avg); Bkkpg 4% (5 clients, $1,320/Yr. Avg). No appts for 85% of tax clients. Seller works from home, need to relocate to Buyer’s ofc. Terms, Guarantee, Transition Support.
Offer Accepted
CPA PRACTICE#214823LA JOLLA
$148,560 GROSS. Spin-off of a book of tax clients. $1,005 Avg. fee.. Net nearly 100% (no assets, lease or staff included). No in-person appts. for 95% of clients. Uses Lacerte. Terms, Guarantee, Transition Support
E.A. TAX #221023SANTA BARBARA
$130,000 GROSS. Sale of about 61% of practice. Tax 78% ($566 Avg); Consulting 22% ($618 Avg). Seller to retain Fiduciary clients. Net 74%. No in-person appts. for 80% of clients. Practice is relocatable when lease expires Dec. 2023. Terms, Guarantee, Transitional Assistance.
CPA PRACTICE#212823TORRANCE
$128,525 GROSS. Tax 77% ($856 Avg.); Accounting 7% (7 clients, $1,286/Yr. Avg); Misc/ Planning 16%. Net 53%, but since practice may be relocated, buyer will realize a much higher net. No in-person appts. for 90% of tax clients. Terms, Guarantee, Transition Assistance.
Sold
CPA PRACTICE#212012FOUNTAIN VALLEY/ HUNTINGTON BEACH AREA
$120,000 GROSS. 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.
CPA TAX PRACTICE#208923ANAHEIM HILLS AREA
$89,000 GROSS. Spin-off of a book of tax clients, 1/3 of practice. $724 Avg. fee. 96% Net for buyer with an existing practice. Relocate to your office. Seller available. Terms, Guarantee, Transition Assistance.
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,
Laguna Hills, CA & Professor, CSUF