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 April 17, 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%. 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.

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#150023STOCKTON
$500,000 GROSS. Tax 54% ($452 Avg); Acctg/Bkkpg. 36% ($5,042//Yr Avg); Misc. 10%. 60% Net, very few in person appts & relocatable. Seller available to work P-T. Terms, Guarantee, Transitional 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#137523MERCED
$375,585 GROSS. Tax 76% ($1,013 Avg); Write-up/Bkkpg/Payroll 23% ($5.176/Yr. Avg); Consulting <1%. No in-person appts. for 48% of tax clients. Outstanding employees. Relocatable, but buyer preferred who will retain Seller\'s office at least 1st year. High growth oppty. Terms, Guarantee, Transition 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. TAX PRACTICE#120322CAMPBELL/ WEST SAN JOSE
$201,675 GROSS. 100% Tax ($568 Avg. fee). 67% Net. Easy addition to grow your practice. 3%+ annual growth. Great location (close to 880 & 280). Lease expires 10/31/24, but possible early termination. Terms, Guarantee, Transition Assistance & Seller available 1st tax season.

CPA PRACTICE#119023LOS BANOS
$190,000 GROSS. Tax 70% ($290 Avg); Acctg/Bkkpg. 30% ($2,389/Yr. Avg). :ease office from Seller or relocate to your office. Seller and employee available to work P-T for new owner, if needed. Terms, Guarantee, Transitional Assistance.

CPA PRACTICE#116422SAN RAMON
$175,000 GROSS. Tax 100% ($1,962 Avg. fee). Spin-off of 15% of practice. Net 93%. Excellent oppty. to expand your practice. Clients send tax info. electronically. 97% of clients have no appts. Relocatable. Terms, Guarantee, Transition Assistance.

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.

CPA PRACTICE#115023CENTRAL TUOLUMNE COUNTY
$150,312 GROSS. 100% Tax ($524 Avg). High Net 63%. Great opportunity (as Seller did 30+ years ago) to live and work in an area with a slower pace, a great area to raise a family, with many outdoor activities. No in-person appts. for 50% of clients. Seller offers Terms, Guarantee, Transitional Assistance.

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

CPA PRACTICE#106623WALNUT CREEK
$66,000 GROSS. 100% Tax ($1,478 Avg. fee). Spin-off of a book of tax clients (approx. 15% of practice). Net nearly 100% No assets or staff included. Relocate to Buyer’s office. No in-person appts. for 90% of clients. Terms, Guarantee, Transitional Assistance.

SOUTHERN CALIFORNIA

Listings as of April 17, 2024
Craig Van Laningham, Agent 800-274-4272 / craig@go2bbi.com
CLICK HERE TO VIEW OUR RECENT SOLD LISTINGS

CPA PRACTICE#238023SHERMAN OAKS
$3,450,460 GROSS. Tax 60% ($2,379 Avg.); Write-up 17% ($11,173/Yr. Avg.); Other 23% (Consulting, Bus. Mgmt., Misc). Premier practice established in 1960. Outstanding staff. No in-person appts. for 90% of tax clients. Tax clients Avg. Income/ Yr. $609K+. Terms, Guarantee, Transitional Assistance.

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#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#215223THOUSAND OAKS
$1,145,000 GROSS. Tax 50% ($3,470 Avg); Compliance Audits 25%; Other Audits 25% ($22,077 Avg). 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#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.

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#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
$560,000 GROSS. Tax 40% ($366 Avg); Write-up/Bookkpg. 60% ($2,671/Yr Avg). Net 47%. 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

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%. 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.

CPA TAX PRACTICE#218023AGOURA HILLS
$180,000 GROSS. Tax 100% ($607 Avg. fee). 74% Net. Relocatable to buyer’s office or lease Seller-owned condo ofc No in=person meetings for 74% of clients. 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.

CPA TAX PRACTICE#208823SAN DIEGO - KEARNY MESA AREA
$88,000 GROSS. Tax 98% ($677 Avg. fee); Consulting 2%. Quick sale needed due to health issues. Net 98%. Seller works from Executive Suite office (available or buyer may relocate). No meetings for 50% of clients. Terms, Guarantee, Transitional Assistance.
Sold

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