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
$1,115,000 GROSS. Taxes 100% (combined billing for some tax & bkkpg). Avg. Fee: $6,126. 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 (MAS, Consulting/Mgmt, Valuation, etc.) 36%. Sellers available to work for new owner to insure high retention. Growth opportunity, excellent staff & good Mo. cash flow. Terms, Guarantee, Transitional 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.
CPA PRACTICE#147421MOUNTAIN VIEW
$437,731 GROSS. 81% Tax Svcs ($1,602 AVG); Bkkpg. 18% ($6,627 AVG), Other 1%. Seller very recently deceased; family to continue to run practice. High Net: 77%. No staff to acquire. Lease ends Feb. 2021 (negotiable or relocate). Lacerte & Sage user. Terms, Guarantee, Transition 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#142820SAN JOSE
$428,000 GROSS. 100% Tax ($841 AVG) with good year-round cashflow. Great Net: 59% and high AGI of $150K for tax clients. Lacerte user. Seller-owned bldg: lease all or share portion of office OR relocate. 80% of tax returns are by mail, email, etc. (no in office meeting). Relative\'s Forensic Acctg. practice is a great source of referrals. Excellent staff. Seller available through 1st tax season. Terms, Guarantee, Transitional Support.
CPA PRACTICE#141020MENDOCINO COUNTY
$410,745 GROSS. Tax 67% ($541 AVG); Bkkpg 10% ($8,000/Yr. AVG); Payroll/Misc 23% ($1,890 AVG). Lease & great staff available. Majority of clients have no in ofc. meetings. CPA or EA needed. Terms, Guarantee, Transition.
$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.
E.A. TAX#124320SAN FRANCISCO-POTRERO HILL AREA
$241,096 GROSS. Taxes 100% ($823 AVG). Seller works from home, so practice to be relocated. Seller to retain approx. $57K of $300K+ Total Gross. 60% of clients mail/email/drop off tax info. and don\'t meet w/Seller. Opportunity for growth, add new services. Terms, Guarantee, Transitional Support.
$189,666 GROSS. Tax 100% ($653 AVG). High Net 91%. Sellers works from home; practice to be relocated to Buyer’s office. Buyer has in office appts. (in typical years) with only 15% of clients. Low A/R. Terms, Guarantee, Transition 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.
CPA TAX PRACTICE#111420ATASCADERO
$113,951 GROSS. Tax 99% ($656 AVG); Payroll 1% (2 Clients, $530Yr AVG). High Net 74%. Relocatable or residential, separate office available. Uses Lacerte. Seller Transition & Ongoing Support, Good Terms, Guarantee.
CPA TAX#111520EL CERRITO/ BERKELEY AREA
$113,790 GROSS. 95% Tax/Tax Planning ($690 AVG); Consulting 5%. High Net: 80%. Practice to be moved to Buyer’s location. Great opportunity to start out on your own or add to your practice, & expect more growth from client referrals seller has turned away. Terms, Guarantee, Transitional Assistance.
E.A. TAX & BOOKKPG PRACTICE#118019SARATOGA/CUPERTINO/LOS GATOS AREA
$93,814 GROSS. SALE DUE TO HEALTH ISSUES. Taxes 97% ($392 AVG); Audits 3%. No lease -Practice to be relocated to buyer\'s premises. Excellent opportunity to own or to expand your practice. 40% of tax clients don\'t meet w/Seller (mail / send in tax info). Terms, Guarantee, Transition Support.
CPA TAX PRACTICE#106520ALAMEDA
$65,100 GROSS. Taxes 77% ($1,044 AVG); Consulting 23%. High net: 86%. Seller works from home, so practice to be relocated. Add to an existing practice or great opportunity to start a practice. Terms, Guarantee, Transition.
EA TAX#104720SAN MATEO
$47,480 GROSS. Taxes 100% ($409 AVG). Great opportunity to add to your practice! High net of 84%. Re-locatable -Seller works from home. Uses Lacerte. 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.
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.
CRTP/CTEC PRACTICE#245019SAN GABRIEL VALLEY
$469,500 GROSS. Taxes 80% ($674 AVG); Write-up/Bkkpg 7% ($1,875 /Yr AVG); Other/Tax Audits/Resolution 13%. 60% of tax clients don\'t meet w/Seller (send in tax info). 53% Net and steady Mo. cash flow. 12%-29% increase in Gross past 2 years. Terms, Guarantee & Transitional Support.
EA TAX & ACCOUNTING#229620SOUTH ORANGE COUNTY
$404,670 GROSS. Taxes 61% ($577 AVG); Bookkpg 19% ($1,264 AVG); Other (Consulting, P/R, Rep, etc.) 19%+. Sale is for about 86% of the practice. 68% Net. Strong Mo. cashflow. Great location; share office or relocate to your office. Majority of appts. are pre-scheduled. Terms, Guarantee, Transitional Support.
CPA PRACTICE#237920CITY OF ORANGE
$315,000 GROSS. (2020 Est.). Taxes 88% ($1,601 AVG). Bkkpg 12% ($7,830/Yr AVG, 6 clients). High Net: 75%; Tax clients’ Avg. AGI $250K. Relocatable after lease expires 6/30/21. Uses Lacerte & QB. Yr-round cashflow. Terms, Guarantee, Transition Support.
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
$290,401 GROSS. Taxes 50% ($542 AVG); Bkkpg. 48% ($238/Yr AVG); 2 IRS Audits 1%. Relocatable. Prime area with growth opportunity, great Mo. Cashflow & experienced staff. Seller to retain about 25% of the practice, but will eventually consider selling these clients to the new owner. German speaking buyer required (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.
CPA TAX#244420RANCHO BERNARDO/ SAN DIEGO
$218,000 GROSS. 100% Tax ($602 AVG). Sale is for a book of clients (approx. 38% of practice). 91% Net. Seller takes 118 days off per yr. Share office/split rent or relocate to your office. Option by end of 2021 to buy addl. 38%. Terms, Guarantee, Transition Assistance
CPA PRACTICE#211820INLAND EMPIRE - RIALTO/SAN BERN./LOMA LINDA AREA
$118,000 GROSS. Tax 75% ($443 AVG); Write-up/Bkkpg 22% ($2,000/Yr AVG); Trustee Svc 3%. No lease, practice is relocatable. Growth potential, add consulting, financial svcs, more bookkpg. 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