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 May 23, 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#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.
Sold

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.
Sold

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. 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.

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.
Offer Accepted

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 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 & 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#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.

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#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#126023 LOS GATOS/ CAMPBELL/ SAN JOSE AREA
$260,300 GROSS. 100% Tax ($1,085 Avg. fee). High Net 86%. Seller works from home office, so practice to be relocated to Buyer’s office. No in-person appts. for 50% of clients. Terms, Guarantee, Transition Support.

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.
Sold

CPA PRACTICE#116023PLACER COUNTY - AUBURN AREA
$160,000 GROSS. Spin-off/sale of a book of tax clients, 50% of practice. Tax 100% ($909 Avg. fee). Relocatable, so nearly a 99% Net. Spouse not ready to retire for a few years. Option for buyer to lease space, if interested. Terms, Guarantee, Transitional Assistance.
Sold

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#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.

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#107623SAN JOSE
$76,818 GROSS. Tax 98% ($707 Avg. fee); Sales Tax 2%. High Net: 86%. Revenue growth 4% - 11% per year. No in-person appts. for 95% of clients. Seller works from home; need to relocate to Buyer\'s office. Lacerte user. Terms, Guarantee, Transitional Assistance.
Sold

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.

SOUTHERN CALIFORNIA

Listings as of May 23, 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#215223THOUSAND OAKS
$1,216,270 GROSS. Tax 51% ($3,470 Avg); Compilations/ Compliance Audits / Other Audits 17%; Misc. 32%. 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 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.
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.
Sold

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
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#259724SOUTH ORANGE COUNTY
$597,949 GROSS. Tax 58% ($1,482 Avg. fee); Write-up/Bkkpg. 40% ($5,364/Yr. Avg.); Misc. 2%. Seller is very recently deceased; family desires a quick sale to a highly qualified buyer. 52% Net, but much higher if buyer relocates (Seller\'s rent, etc. will be eliminated). High Net-worth clients; $300K Avg. Income. No in-person appts. for 95% of clients. Terms, Guarantee.
Sold

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.

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.
Sold

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#227323SANTA FE SPRINGS/ LA MIRADA AREA
$273,000 GROSS. Tax 84% ($676 Avg fee); Write-up/Bkkpg: 7% (8 clients: $2,357/Yr Avg); Consulting 9%. Net 90%. No in-person appts. for 50-60% of tax clients. Lease ends 12/31/23; relocatable or keep Seller’s office. Terms, Guarantee, Transitional Assistance.
Sold

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#220013CALABASAS/ SFV / L.A.
$200,000 GROSS. Tax 62% ($1,313 Avg. fee); Write-up/Bkkpg. 26% (13 clients, $4,038/Yr. Avg.); Misc. 12%. Net 67%. 2023 Revenue increased to $239K. Seller\'s clients located in Calabasas, San Fernando Valley, Greater L.A. No in-person appts. for 90% of tax clients. P-T Bkkpr. to remain & Seller available 1st tax season. Terms, Guarantee, Transitional Assistance.
Sold

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.
Offer Accepted

CPA TAX PRACTICE#205024SAN DIEGO - MISSION VALLEY
$50,635 GROSS. Tax 96% ($559/Yr 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.

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