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!
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:
You can be confident that our practice listings are solid.
CPA PRACTICE#123020FAIRFIELD & VALLEJO
$2,372,170 GROSS. Taxes 95% ($691 AVG); Write-up/Bookpg. 5% ($7,738/Yr. AVG). 3-4% annual growth, mostly from referrals. Outstanding staff. 3 partners available for transition, 1 wants to work for new owner(s). Terms & Guarantee.
$1,595,430 GROSS. Write-up/Bkkpg. 66% ($5,242 AVG); Taxes 32% ($1,006 AVG); Consulting/Misc. 2%. Premiere tri-valley practice with consistent annual revenue, high net of 69%, year-round monthly income, and outstanding staff. Wide variety of business clients within a 30 mile range, including many dentists. 75% of tax clients don\'t require in office meetings. Very high AGI of $300K. Lease available in seller-owned condo. bldg. in ideal business area. Terms, Guarantee, initial 30 day and 1st year Transition Support.
CPA PRACTICE#112719SAN LUIS OBISPO COUNTY
$1,409,948 GROSS. Taxes: 69% ($912 AVG); Write-up/Acctg: 1% ($3,437 AVG); Other: 31% (mostly Consulting: $6,090 AVG). High Net of 58%. 65% of tax clients send in tax info. and have no appt. Client retention assured as the Seller is available and wants to work for the new owner for 2-5 years. Excellent staff. Lease available or practice may be relocated. Terms, Guarantee, Transitional and ongoing assistance.
CPA TAX PRACTICE#110520EMERYVILLE/ BERKELEY AREA
$1,100,000 GROSS. Taxes 100% (combined billing for some tax & bkkpg). Avg. Fee: $6,111. Client Avg. AGI: $350K. High opportunity for growth (no current Mktg). First class office views of Bay & SF. Seller available P-T up to 3 years for high client retention. Terms, Guarantee & Transitional Support.
CPA PRACTICE#190020SONOMA COUNTY
$900,000 GROSS. Taxes 100%. $1,471 AVG. High Net of 58%. Seller available to work for new owner 2-3 years to insure high client retention. Seller owned building, lease available or practice may be relocated within a reasonable distance. Terms, Guarantee, Transition Support.
CPA PRACTICE#111529SAN MATEO COUNTY
$843,343 GROSS. Taxes 48% ($989 AVG); Write-up 15% ($4,717 AVG); Other (Consulting/Valuation, etc.) 36%. Add a location or expand your presence in the Peninsula area. Sellers open to a sale or merger option and are available to work for new owner to insure high retention. Excellent growth opportunity, great staff, good Mo. cash flow. Terms, Guarantee, Transition Assistance.
CPA PRACTICE#170020CAMPBELL/ LOS GATOS AREA
$700,085 GROSS. Taxes 90% ($964 AVG); Write-up/Bkkpg 7% ($2,617/Yr AVG); Other 3%. 52% Net. Buyer\'s option to retain Executive Suite (Front Desk/Admin support, Utilities/Tel. included) or relocate. High AGI: $437K. 75% of Tax clients don\'t meet in ofc (mail-ins, drop-offs, email tax info.). Terms, Guarantee, Transition Support.
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.
EA TAX & ACCTG.#147420PLEASANTON
$432,979 GROSS. Taxes 20% ($902 AVG): Acctg/Bkkpg 80% ($7,851/Yr. AVG). Tax clients Avg. Income $250K. Excellent year-round income and highly qualified staff. Practice may be relocated to Buyer\'s location. Terms, Guarantee, Transition Support.
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.
$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#130219CONTRA COSTA / ANTIOCH AREA
$324,298 GROSS. Taxes 77% ($340 AVG); Bkkpg 12% ($1,113/Yr AVG); Other 11% (P/R, 1099’s, etc.). Seller available P-T. Relocatable. Terms, Guarantee and Transition.
$273,578 GROSS. Tax 100% ($2,533 AVG). Excellent opportunity to expand your practice! High net: 89%. Mostly business clients with high average fees. Virtually no in office appts. Seller works from home, so practice to be relocated. Terms, Guarantee, Transitional Support.
$260,000 GROSS. Taxes 93% ($621 AVG); Bkkpg. 4% ($1,000/Yr AVG); Consulting 3%. High Net 74%. 50% of tax clients mail, email, drop off tax info., no in person meeting. Seller-owned building, lease available. Terms, Guarantee, Transition Support.
TAX & CONSULTING#120021REDWOOD CITY
$220,500 GROSS. Taxes 79% ($1,784 AVG); Other (Indiv/Bus. Consulting, Legal, etc.) 21%. Fantastic opportunity to start or build your practice. High Net of 83% and year round mo. income flow. Seller works from home, so practice to be relocated. High Client AGI: $440K. No advertising done and no Bookkpg. services now, so opportunity for growth. Terms, Guarantee, Transitional Assistance.
E.A. TAX#118021MILL VALLEY/ MARIN COUNTY
$185,000 GROSS. (2021 Est.). 100% Tax ($1,110 AVG). High Net 72%. Uses Lacerte. 163 clients, 98% send/ drop off tax info & have no meetings w/Seller. Majority of clients pay $200 retainer when they provide tax info. Seller works from home, so practice to be relocated within a reasonable distance. Terms, Guarantee, Transitional Support.
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.
BOOKKEEPING PRACTICE#111721SAN FRANCISCO BAY AREA (VIRTUAL)
$117,200 GROSS. 100% Bookkeeping. 59 clients; $1,986/Yr Avg. High net: 89%. Seller works from home, so low expenses, no staff & buyer to relocate to their office. Great opportunity to start or add to a practice. Consistent year-round income: approx. half the clients are Monthly and provide about $100K of the total revenues. Terms, Guarantee, Transitional Assistance.
CPA TAX PRACTICE#104220SANTA ROSA
$41,297 GROSS. 100% Tax ($335 AVG). Good opportunity to grow or start your practice. 88% Net. Seller works from home; relocate to your office. 100% paperless/ electronic practice. Low A/R. Terms, Guarantee, Transitional Assistance.
CPA PRACTICE#239919NORTH ORANGE COUNTY
$3,900,000 GROSS. Tax 47% ($962 AVG); Accounting/Audit/Consulting 53% ($4,049/Yr AVG). Premiere O.C. CPA practice with 1 partner ready to retire, 2 available up to 2 years, 1 to remain / work for new owner(s) long term. Excellent staff. High Net 51% with consistent Mo. income. Terms, Guarantee, Ongoing & Transitional Assistance.
CPA PRACTICE#230219SAN DIEGO COUNTY
$3,205,765 GROSS. Taxes & Consulting 100% ($4.653 AVG). Sellers will consider a full sale or a merger/ partnership. High Net Profit. Excellent staff. High fees for large clients, including many R.E. firms. Lease expires 12/31/19 and practice to be relocated to Buyer’s location. Terms, Guarantee, Transitional & Ongoing Assistance.
CPA PRACTICE#214520COSTA MESA-NEAR JOHN WAYNE AIRPORT
$1,450,000 GROSS. Taxes 98% ($1,160 AVG); Tax Planning/ Audits/ Compil./ Misc. 2%. High Net of 65% & High Income clients. Excellent staff. Lease available or relocatable. Terms, Guarantee, Transition & Ongoing Support.
CPA#215320SOUTH ORANGE COUNTY - LAGUNA NIGUEL AREA
$1,262,522 GROSS. Taxes 80% ($861 AVG); Write-up/Bkkpg 6% ($6,154 AVG); Consulting/Planning, etc. 14%. Outstanding opportunity with steady growth of 5-6% per year, highly efficient staff, year-round mo. cash flow, great location and 2 CPA sellers available (prefer) to work part-time for new owner 2-4 years. Terms, Guarantee & Transitional Support.
CPA PRACTICE#210520NORTH ORANGE COUNTY
$1,050,000 GROSS. Tax 71% ($537 AVG); Write-up/Bookkpg 20% ($7,000/Yr. AVG); Payroll 9%. Great Net 53% and top quality staff. Seller available to independent contractor to insure high level of client retention. Lease expires Aug. 2022. Terms, Guarantee, Transition Support.
CPA PRACTICE#210220LAX AREA
$1,031,875 GROSS. Avg Fee: $3,175 (Approx. % of Gross for combined billing: Bkkpg 65%, Payroll 1-2%, Tax Prep 25%, Tax Consltg 4%). Good net: 49%. Outstanding staff. Ofc. near LAX, lease expires June 2024. Uses Lacerte & QB. Terms, Guarantee, Transitional Assistance.
CPA TAX#277920EL SEGUNDO/MANHATTAN BEACH/ LAX AREA
$779,595 GROSS. 779,595 GROSS. Tax Svcs = 98% of portion for sale ($849 AVG); 1% Acctg/Bookpg (4 clients). Seller to retain 21% (approx. $202,400 of $981K Total Gross) for Property Mgmt & Trustee Services. Terms, Guarantee, Transition Assistance.
TAX & BOOKKPG#272420SOUTH BAY /HERMOSA BEACH AREA
$712,000 GROSS. Taxes 59% ($903 AVG); Bookkpg 41% ($3,606 Yr/AVG). Great location, consistent monthly income, outstanding staff. Seller available (if desired) to work part-time 1st tax season. Lease expires Jan. 2021; buyer can keep office or relocate. Terms, Guarantee, Transitional Assistance.
CPA & EA PRACTICE#251619HUNTINGTON BEACH
$525,000 GROSS. Taxes 84% ($1,053 AVG); Write-up/Payroll 16% ($753 AVG). High Net: 72% and steady year-round cash flow. Experienced, efficient staff and 2 Sellers available (if desired) to work part-time for new owner. Terms, Guarantee, Transitional Support.
CTEC TAX & BOOKKPG PRACTICE#241021WEST SIDE/ MAR VISTA AREA
$410,000 GROSS. Tax Prep 98% ($714 AVG); Bookkpg 2% (2 Clients, $5K Avg/Yr). 71% Net. Uses Lacerte & QB. Seller works from home. Relocate to your office within reasonable distance. Works 20 hrs/week off season. Terms, Guarantee, Transitional Assistance.
TAX & BOOKKPG#226920LOMPOC
$300,000 GROSS. Taxes 39% ($200 AVG); Bkkpg. 43% ($2,439 AVG); Payroll 17% ($1,757 AVG). 56% Net. Steady revenue growth of 12-15% per year. 2020 Est. Gross: $350K+. Remodeled office, lease available (for high retention) or relocatable. 90% mail-ins/drop-offs (no in office tax appt). Terms, Guarantee, Transition Support.
E.A. TAX & BOOKKEEPING#229020SHERMAN OAKS/ ENCINO AREA
$236,997 GROSS. Taxes 49% ($579 AVG); Bkkpg. 49% ($5,469/Yr AVG); 2 IRS Audits 1%. Relocatable. Prime area with growth opportunity, great Mo. Cashflow & experienced staff available. Seller to retain about 29% of the practice, but will eventually consider selling these clients to the new owner. German speaking buyer highly preferred. Terms, Guarantee and Transitional Assistance.
CPA TAX#222520SAN GABRIEL VALLEY - COVINA AREA
$225,000 GROSS. Taxes 89% ($971 AVG); Payroll 11% ($4,167 AVG, 6 clients). Near the 10 & 210, relocatable. Seller is also an Atty.; wants to reduce workload. Outstanding staff. Terms, Guarantee, Transition Assistance.
E.A. TAX & BOOKKPG PRACTICE#220120ORANGE /ANAHEIM AREA
$201,000 GROSS. Tax, Bookpg, Payroll Revenues Combined Avg. Fee: $1,189. 75% Net. Spin-off of about 67%. Great location in Central O.C. Lease available in Seller-owned bldg. or relocate to your office. Uses Lacerte & QB. Terms, Guarantee, Transition Assistance.
CPA TAX PRACTICE#213820TUSTIN/IRVINE AREA
$122,455 GROSS. Taxes (100%). 79% Net. Higher Net if relocate to Buyer\'s office, or possible option to retain Seller\'s office and negotiate new lease, if needed. Sale of a book of clients. Great location, close to the 5 & 55. Avg. Client AGI: $150K. 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