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 June 26, 2022
Lee Ribolin, Broker 800-727-4272 / lee@go2bbi.com
CLICK HERE TO VIEW OUR RECENT SOLD LISTINGS

CPA PRACTICE#117221FAIRFIELD
$1,620,000 GROSS. Tax 99% ($861 AVG); Write-up/Bkkpg 1% (4 clients, $5K/Yr. AVG). Great year-round cashflow. 95% of clients are drop-offs/ mail-ins (no appts). 2 Partners available 1st tax season. 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 AGI: $440K. Lease space in seller-owned bldg. or relocate to your office. Fantastic oppty. to expand your practice or open a 2nd office location. Terms, Guarantee, Transition Assistance.

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#112522OAKLAND
$1,250,000 GROSS. Tax 47% ($1,059 AVG); Acctg/Bookkgp. 15% ($5,036./Yr. AVG); Tax Resolution 38% ($5,129 AVG). Lease available in Seller owned building OR relocate to your office. Great staff (No Returns done by Seller). No in person appts. for 90% of tax clients. Tax clients Avg. Income $300K. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#110522SAN JOSE
$1,105,702 GROSS. Tax 61% ($892 Avg); Acctg/Bkkpg 36% ($4,444/Yr. Avg), Other 3%. Office available or may be relocated. 1 partner to retire, other partner wants to work as W-2 employee for new owner. 97% of tax clients have no in person appt. Tax clients AGI: $350K-$450K. 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#168021VALLEJO
$680,000 GROSS. Tax 99% ($553 AVG); Write-up/Bookkpg 1% (3 clients, $3,330/Yr AVG). 60% of clients are drop-offs/ mail-ins (no appts). Retain office (Mo-Mo lease) OR relocate within reason. Terms, Guarantee, Transition Assistance.

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 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#146522DANVILLE
$465,635 GROSS. Tax 100% ($1,855 Avg.) Spin-off: 1 partner to retire; 1 partner to retain 35% of clients. Net 75%+ for buyer with an existing practice. No in person mtgs for 90% of clients. Clients’ Avg. Income: $821K (1 partner); $374K (1 partner). Terms, Guarantee, Transition

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#142022SAN LEANDRO
$420,355 GROSS. Tax 57% ($749 Avg); Write-up/ Bkkpg. 22% ($6,218/Yr. Avg); Other 21% (P/R, Billing Svc, etc.). 71% Net. Relocatable or space available in Seller\'s ofc. No appts. for 98% of tax clients. Seller to provide ongoing referrals from CFP practice. Terms, Guarantee, Transition Support.

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.

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#127821NO. SLO COUNTY /ATASCADERO AREA
$293,350 GROSS. Tax 78% ($598 AVG); Bookkp 11% ($1,651/Yr AVG); Misc. 10% (P/R, Sales Tax/Bus. Prop. Tax Prep). 59% Net. Retain Seller\'s ofc. for highest retention or relocatable. High growth oppty. (wineries, micro-breweries, etc.). Terms, Guarantee, Transition Assistance.
Under Contract

CPA PRACTICE#128522WALNUT CREEK
$285,000 GROSS. 100% Tax ($1,036 Avg). Spin-off of a book of tax clients, about 60% of practice. Sale due to health issues. No lease or assets to acquire. 96% Net. Uses Lacerte. Excellent Terms + Guarantee and Transitional Support.

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#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.

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.

CPA PRACTICE#108822ROSEVILLE
$88,000 GROSS. Tax 82% ($599 Avg); Write-up/Bkkpg. 17% ($4,733/Yr. Avg); Tax Planning 1%. Great opportunity to start or expand your practice. 70% Net (higher for buyer w/existing practice). Low A/R. Seller works from home. 67% of tax clients have no appt. w/Seller. Terms, Guarantee, Transition Assistance.

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.

E.A. TAX PRACTICE#107322ALBANY/ EL CERRITO AREA
$73,000 GROSS. Tax 100% ($768 Avg). 94% Net. Good opprty. to start or expand your practice. Relocatable to Buyer\'s office up to 15 miles approx. Very low A/R. 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.

CPA PRACTICE#103822SAN MATEO COUNTY
$38,895 GROSS. SPIN-OFF of a book of tax clients ($1,621 Avg.). Great addition to your practice. Opportunity to purchase addl. clients in future years. Space available in Seller’s office if interested + hourly work available. Terms, Guarantee, Transition.

SOUTHERN CALIFORNIA

Listings as of June 26, 2022
Craig Van Laningham, Agent 800-274-4272 / craig@go2bbi.com
CLICK HERE TO VIEW OUR RECENT SOLD LISTINGS

CPA PRACTICE#239919NORTH ORANGE COUNTY
$3,145,631 GROSS. Tax, Write-up, Consulting Services billed together. 47% ($2,308 AVG). Premiere O.C. CPA practice with 1 partner ready to retire, 1 available up to 2 years, 1 to remain / work for new owner(s) long term, 1 partner spinning off $1MM. See separate Listing #210221. Excellent staff. High Net 49% with consistent Mo. income. Terms, Guarantee, Ongoing & Transitional Assistance.
Sold

CPA PRACTICE#228021SO. O.C. COASTAL AREA
$2,768,000 GROSS. Tax 71% ($1,613 AVG); Write-up/ Acctg. 29% (21 Clients: $36K/Yr AVG). Lease expires Dec. 2022 (retain location or relocate then). No in ofc. appts. for 75% of tax clients (AGI: $250K). 46 Yr. practice; owned by sellers 24 yrs. Excellent oppty for the right buyer. Terms, Guarantee, Transitional & Ongoing Support (1st tax season).
Sold

CPA PRACTICE#220821WEST VALLEY
$2,200,000 GROSS. Taxes 84% ($4,512 Avg); Bkkpg/Bill Pay 16% ($5,000 Avg). High Net: $855K. Tax clients\' AGI $700K, Avg. age: 45. 99% Paperless office. Outstanding opportunity for a firm with strong technical knowledge to add on to your practice. Substantial revenue for a firm that can manage some currently outsourced work. 99% of tax clients have no in ofc. appt. Seller available for 1st year. Terms, Guarantee, Transition Assistance included.
Sold

CPA PRACTICE#212022WEST SIDE / SANTA MONICA AREA
$1,200,000 GROSS. Tax & some combined Accounting work: 100% ($1,119 Avg fee). No appts (drop-offs) for 90% of tax clients. Avg. Income: $223K. Great location. Lease expires Dec. 2022 and practice is relocatable within reason. Top notch staff. Terms, Guarantee, Transition Assistance.

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 PRACTICE#268021SOUTH ORANGE COUNTY
$720,000 GROSS. Tax 74% ($752 Avg); Bookkpg. 22% ($3,000/YR. Avg.); Consulting 4%. Seller & staff all work from home. No appts. with 90% of tax clients (drop-offs/ mail-ins). 1040 clients: $300K AGI. Excellent opportunity! Revenue growth from $500K in 2019 to $720K Est. for 2022. 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 PRACTICE#253921SAN DIEGO
$617,880 GROSS. Tax 97% ($1,265 AVG); Audits, Consulting 3%. Appts. pre-booked year in advance w/Appts 4 days per week between 10am-5pm. 5% fee increase, 13%+ increase in Gross. 1040 Clients\' Avg. Income: $185K. Great Location! Lease from Seller or may relocate. Ideal buyer has R.E. knowledge. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#255021EAST SAN GABRIEL VALLEY
$563,512 GROSS. Tax 63% ($1,245 AVG); Write-up/Bkkpg 36% ($2,268/YR AVG); Consulting/Misc 2%. High Net 67%. 100% of tax clients are Mail-ins/ Drop-offs (no appt w/Seller). Lease expires 9/22. Seller moving out of state. Open to Offers after tax season. Terms, Guarantee, Transition Assistance.

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#243022LAGUNA HILLS AREA
$450,000 GROSS. Tax 63% ($678 Avg); Write-up/Bkkpg. 12% ($1,436/Yr. Avg); Consulting 24%. No appts. for 70% of tax clients. Seller to retire. Spouse (CPA) prefers to work for new owner; has long term relationships w/key clients. Relocatable, but prefer Buyer retains ofc. through next tax season. Terms, Guarantee, Transition Assistance.

E.A. PRACTICE#243121LOS ANGELES -HOLLYWOOD AREA
$430,000 GROSS. Tax 51% ($396 Avg.); Bookkpg. 49% ($2,371/Yr. Avg). Consistent annual revenue and monthly income. Lacerte user. Loyal clients. Seller available to work for new owner part-time. Russian/English speaking buyer preferred. 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.

CPA PRACTICE#230522LOS ANGELES -KOREATOWN/HANCOCK PARK
$350,000 GROSS. Tax 48% ($378 Avg); Write-up/Bookkpg 52% ($2,506 Avg.), Consulting 1%. Practice may be relocated. Bilingual (English/Korean) Buyer required. RDS & SQL servers enable remote access, streamlined operation & expansion. 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.

CPA PRACTICE#228422DIAMOND BAR
$300,000 GROSS. Tax 36% ($617 Avg.); Bkkpg/ Payroll 58% ($2,443/Yr. Avg); Misc/ 1099\'s 6%. High Net of 79%. Indiv. Tax clients: $150K-$200K AGI. Excellent opportunity to expand your practice or add a location. Relocatable when Lease expires 9/30/22. 2 owners and relative to retire. No other employees. Mandarin speaking buyer required. Terms, Guarantee, Transition Assistance.
Offer Accepted

TAX PRACTICE#225522SO. O.C. COASTAL AREA
$255,090 GROSS. Tax 100% ($450 Avg). Sale for approx. 89% of practice. Seller works from home; practice to be relocated. Net 79% or higher for buyer with existing practice. Very low A/R. No in person meetings for 80% of clients. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#219022DOWNTOWN/ GREATER L.A.
$202,500 GROSS. Tax 71% ($1,490 AVG); Bookkpg. 20% ($3,333/Yr. AVG); 3 Comps/Reviews 9%. Seller must give notice by Aug. 2022 (lease ends Nov. 2022). Relocatable within a large area. No tax appts for 75% of clients (drops-offs/mail-ins). Seller available to work for new owner. Terms, Guarantee, Transition Assistance.

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.

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.

CPA PRACTICE#210822NO. SAN DIEGO COUNTY
$108,865 GROSS. 100% Tax ($403 AVG). Sale is for a book of tax clients. Great opportunity to start or expand your practice. 95% Net. Seller works from home office. Uses Lacerte. No in person appts. with 80% of clients. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#210121TUSTIN/ IRVINE ARA
$100,150 GROSS. Tax 88% ($518 AVG); Write-up/Bkkpg 10% ($1,2334 AVG); Other 2%. Spin-off of 25% of practice. Fantastic opportunity to start or expand your practice. Nearly 100% Net. 80%+ Drop-offs/ Mail-ins (No Appt). Relocate to your office. Terms, Guarantee, Transition Assistance.

CPA TAX PRACTICE#210022MISSION VIEJO
$100,000 GROSS. Tax 100% ($396 Avg.). High Net: 88%. 60% of tax clients have no meeting w/Seller. Seller works from home/ practice to be relocated. Easy addition or oppty. to start a practice. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#208322TUSTIN/ IRVINE ARA
$80,500 GROSS. 100% Tax ($866 AVG). 74% Net. Excellent opportunity to expand your practice. Office available w/very low rent: $700/Mo. or practice may be relocated. Seller available to work part-time, if needed. Terms, Guarantee, Transition Assistance.

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.

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