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 May 17, 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#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.

CPA & EA PRACTICE#162320SOUTH SAN FRANCISCO
$675,000 GROSS. Taxes 48% ($518 AVG); Write-up/ Bookkpg 45% ($2,960/Yr AVG); 7% Consulting/ Misc. Good Net of 53%. Capable, experienced staff. Lease available (Seller-owned bldg). or relocatable after 1st tax season. High income tax clients and good year-round income from Bookkpg. Terms, Guarantee, Transitional Support.

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#145621CAMPBELL/ WEST SAN JOSE AREA
$433,822 GROSS. (2021 Est.). Tax 66% ($528 AVG); Write-up/Bkkpg 33% ($2,870 AVG); Consulting .5%. Retain Seller’s Ofc. or relocate. Net 48% (higher Net for Buyer with an existing location & staff). Terms, Guarantee, Transition.

CPA PRACTICE#141020MENDOCINO COUNTY
$410,745 GROSS. Tax 67% ($541 AVG); Bkkpg 10% ($8,000/Yr. AVG); Payroll/Misc 23% ($1,890 AVG). Prime location, close to beautiful Mendocino Coast & Redwoods. Easy transition: Client retention assured - Seller available for client intros., prefers to work P-T for new owner (tax prep), will continue to provide referrals. 98% of tax clients pay at pickup. Majority of clients have no in ofc. meetings; since March 2020, all clients send tax info (by mail/email, etc.) with no appt. Relocatable within reason, but Seller has a superior building with lease & great staff available. CPA or EA needed. Terms, Guarantee, Transition Support. Wants to sell by 5/31/21: Open to price negotiation for a quick sale.

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#141019DAVIS
$410,000 GROSS. Taxes 29% ($625 AVG); Write-up 37% (15 clients, $10K/Yr. AVG); Other: Consulting, P/R 34% ($2K/Yr AVG). 80% of tax clients send in tax info. and don\'t meet w/Seller. Consistent Mo. Cash Flow. Seller seeks to sell or merge practice. Terms, Guarantee & Transitional Support.

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#130219CONTRA COSTA / ANTIOCH AREA
$339,780 GROSS. Taxes 81% ($378 AVG); Bkkpg 9% ($2,431/Yr AVG); Other 10% (P/R, 1099’s, etc.). 55% Net. Steady yr-round Mo. income. Seller available P-T. Relocatable. Terms, Guarantee and Transition.

CPA PRACTICE#133421EL CERRITO / BERKELEY AREA
$334,379 GROSS. Tax 34% ($958 AVG) Indiv & Estates/Trust Rtns; 1040/1041 for Pvt. Prof. Fiduciary clients: 49% ($882 AVG); 1040/1041 for Non-Prof. Fiduciaries 17% ($2,676 AVG). No appts. for 90%+ of clients. High Net: 91%. Need to relocate to your ofc. 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

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.

E.A. TAX PRACTICE#119821REDDING
$198,630 GROSS. 100% Tax ($284 Avg.). If buyer has existing staff and doesn\'t need to replace 2 employees who will be leaving, the Net will be 62%. Mo-Mo lease, practice may be relocated. No in-ofc. appts past 2 seasons. Terms, Guarantee, Transition Assistance.

CPA PRACTICE#116121NO. SAN MATEO COUNTY
$161,500 GROSS. Tax 93% ($763 AVG); Write-up/Acctg 3% (2 clients: $2,250/Yr. AVG); Payroll 4% (7 clients: $857/Yr AVG). High Net: 75% and relocatable (Mo-Mo lease). 50% of clients have no in ofc. appt. Great oppty to start or grow your practice! Terms, Guarantee, Transition Support.

EA TAX PRACTICE#114121CONCORD
$153,000 GROSS. 100% Tax ($425 Avg Fee). Spin-off of a book of 1040/Individual tax clients (about 45% of Seller\'s practice) to reduce workload. Grow your practice or start a new practice. Relocate to your office or option to share seller\'s office. Lacerte user. Terms, Guarantee, Transitional Assistance.

CPA TAX PRACTICE#112220SCOTTS VALLEY/ SANTA CRUZ AREA
$122,975 GROSS. Tax 93% ($483 AVG); Bkkpg 1% (2 clients: $700 AVG); Consulting & IRS Audits 5%+. High net of 81%. 70% of tax clients have no in office appt. Practice to be relocated to Buyer\'s office. Lacerte user. Terms, Guarantee & Transitional Assistance.

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 PRACTICE#108621REDDING
$86,058 GROSS. Tax 95% ($777 AVG); Acctg. 2% ($1,000/Yr AVG); Misc. 3%. Net: 56% (Includes rent). Ideal to retain Seller’s location, but may be relocated. 90% of tax clients have no in ofc. appts. Terms, Guarantee, Transition.

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#105522SAN FRANCISCO BAY AREA
$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 May 17, 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#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.

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.

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#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

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.

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#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 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.

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