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

NORTHERN CALIFORNIA

Listings as of October 28, 2021
Lee Ribolin, Broker 800-727-4272 / lee@go2bbi.com
CLICK HERE TO VIEW OUR RECENT SOLD LISTINGS (SOUTHERN, CA)

CPA PRACTICE#113918WALNUT CREEK
$1,400,000 GROSS. Taxes 89% ($1,284 AVG), Acctg 9% ($13,889 AVG); Misc 2%. Terms, Guarantee & Transition Assistance.
Sold

CPA PRACTICE#199718SAN MATEO COUNTY
$997,814 GROSS. Taxes 100% ($2,501 AVG). Terms, Guarantee & Transition Assistance.
Sold

CPA PRACTICE#172019SANTA ROSA AREA
$702,400 GROSS. Taxes 83% ($833 AVG), Write-up/Acctg 16% ($4,995/Yr. AVG); Other: Consulting 1%. Uses Lacerte & QB. Lease available in Seller-owned bldg. or practice may be relocated. Terms, Guarantee & Transition Assistance.
Sold

CPA PRACTICE#176718SACRAMENTO COUNTY
$657,280 GROSS. Taxes 73% ($804 AVG); Acctg. 22% ($2,584/Yr. AVG); Consulting/Misc. 6%. Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#148918SAN JOSE
$593,300 GROSS. Taxes 59% ($699 AVG); Bookkeeping 37% ($4,657/Yr. AVG); Other: Misc/Consulting 4%. Estab. 30 years. Lacerte user. 20% of clients mail in docs. 98% of tax clients pay at pickup. Seller is available part time. Terms, Guarantee & Transition Assistance.
Sold

CPA PRACTICE#150319PALO ALTO AREA
$523,880 GROSS. Taxes 81% ($784 AVG); Write-up/Bkkpg 11% (9 clients: $6,223/Yr. AVG); Other 8% (Consulting, P/R Tax, Compil.). Lease expires 9/30/2020. Terms, Guarantee and Transitional Assistance.
Sold

TAX & BOOKKEEPING#151020RANCHO CORDOVA /FAIR OAKS AREA
$510,096 GROSS. Taxes 47% ($415 AVG); Bookkpg 61% ($2,955 AVG); Misc/Consulting 2%. High Net: 70%. Good lease terms. office near Hwy 50. Consistent Gross of $510K-$512K/Yr. Good year-round mo. cash flow. Experienced staff. Terms, Guarantee, Transitional Support.
Sold

CPA PRACTICE#150218SAN MATEO COUNTY
$502,873 GROSS. Taxes 38% ($997 AVG), Acctg 52% ($5,787/Yr. AVG), P/R & Consulting 10%. Terms, Guarantee & Transition Assistance.
Sold

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.
Sold

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.
Sold

CPA PRACTICE#141420CONTRA COSTA COUNTY
$414,643 GROSS. Taxes: 57%% ($511 AVG); Non-profit Audits, Consulting, Tax Rep., Other: 43% ($2,801 AVG). Recently deceased Seller; quick sale needed. Client services have been well-managed. High Net of 79%. 100% of practice OR Tax portion or Audit portion is available separately. Practice to be relocated. Terms, Guarantee, Transitional assistance.
Sold

CPA PRACTICE#138519DAVIS AREA
$385,000 GROSS. Taxes 79% ($506 AVG), Write-up 1% ($2K AVG); Misc 20% (Planning/YE/PR). 2 sellers retiring, 1 prefers to work P-T for new owner. Lease or relocate practice. Good year-round cashflow. Terms/Guarantee/Transitional Assistance.
Sold

CPA PRACTICE#137519SAN MATEO
$375,085 GROSS. Taxes 100% ($1,316 AVG). High net 74%. Practice may be relocated. 70% of clients are mail-ins (no appt). Terms, Guarantee, Transition.
Sold

CPA PRACTICE#136419CAMPBELL/ SAN JOSE AREA
$364,075 GROSS. 81% Tax ($1,598 AVG); Write-up 15% ($6,875/Yr AVG); Other/Compliance 4%. 85% of tax clients send in tax info. and have no appt. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#134019MORAGA/LAFAYETTE/WALNUT CREEK AREA
$340,000 GROSS. Taxes 84% ($1,140 AVG), Accounting 4% ($3,333/Yr. AVG), Other 12% (Consulting, F/S Statements, Bus. Property Tax Returns, etc.). 64% Net. Lease available or practice may be relocated. Terms, Guarantee & Transition Assistance.
Sold

EA TAX PRACTICE#132418CENTRAL COAST WINE COUNTRY / SLO
$324,700 GROSS. Taxes 100% ($368 AVG). High Net: 63%. Terms, Guarantee and Transitional Assistance.
Sold

EA PRACTICE#130319PLEASANTON
$303,750 GROSS. Tax 85% ($375 AVG); Write-up 5% ($5K/Yr AVG); Misc/P/R 10%. High Net of 67%. Practice may be relocated when lease expires Nov. 2020. Terms, Guarantee &Transition Assistance.
Sold

E.A. TAX & BOOKKEEPING PRACTICE#130329FRESNO
$303,367 GROSS. Tax 48% ($439 AVG); Bookpg 18% ($1,518/Yr AVG); Consulting, CFO/Controller services 34%. Higher potential CFO revenue. Terms, Guarantee, Transition.
Sold

CPA PRACTICE#126818SONOMA COUNTY - SANTA ROSA AREA
$288,181 GROSS. Taxes 93% ($566 AVG); Bookkeeping (varies) 4% ($2,400 AVG); Other: IRS Audits/Consulting (3% AVG). Steady revenue growth. Seller has excellent staff; Seller prefers to work P-T for new owner (tax prep) and will continue to provide referrals from workshop presentations. 70% of clients send tax info (by mail/email, etc.) and have no appt. Prime location. Wants to sell by 5/31/19; open to price negotiation for a quick sale. Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#127418ROSEVILLE
$274,000 GROSS. Taxes 69% ($530 AVG), Acctg 14% ($2,276/Yr. AVG), Misc. 17%. Terms, Guarantee & Transition Assistance.
Sold

CPA PRACTICE#124718BERKELEY AREA
$246,900 GROSS. 100% Taxes ($497 AVG). High Net of 92%. Terms, Guarantee and Transitional Assistance.
Sold

CPA PRACTICE#125117SOUTHERN SANTA CLARA COUNTY
$245,000 GROSS. Taxes 84% ($2,121 avg); Review 8% ($20,680/yr avg); other 8%. Terms and Guarantee.
Sold

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.
Sold

EA TAX PRACTICE#123719SUNNYVALE AREA
$240,000 GROSS. 100% Tax ($872 AVG). Great opportunity for the right Buyer. Very high Net of 89%. 20% of tax clients send in tax info. and have no meeting. Practice to be relocated to Buyer\'s office. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#123318SAN FRANCISCO FINANCIAL DISTRICT
$233,700 GROSS. Taxes 100% ($1,205 AVG). Terms, Guarantee & Transition Assistance.
Sold

CPA PRACTICE#123319SAN JOSE AREA
$233,445 GROSS. Taxes 90% ($988 AVG); Write-up 10% (4 Qtrly Clients: $6,000/Yr. AVG). 51% Net Cash Flow. Terms, Guarantee, Transitional Support.
Sold

BOOKKEEPING PRACTICE#121218ALAMEDA COUNTY
$212,000 GROSS. Bookkeeping 100% ($3,926/Yr. AVG). Terms, Guarantee & Transition Assistance.
Sold

E.A. TAX & BOOKKEEPING#121020ARROYO GRANDE/ PISMO BEACH AREA
$210,280 GROSS. Taxes 77% ($431 AVG); Bookkpg 17% ($1,521 AVG); Other/Misc: 7% ($1,078 AVG). Great opportunity to expand/open your practice or have a 2nd location in the Central Coast region. 30 year practice with consistent revenue and year-round monthly income. Relocatable or lease available. Seller offers Terms, Guarantee & Transitional Support.
Sold

CPA PRACTICE#120918SACRAMENTO
$209,603 GROSS. 100% Tax ($1,286 AVG). Net 68%. Terms, Guarantee & Transitional Assistance.
Sold

TAX PRACTICE#119920BERKELEY
$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.
Sold

CPA PRACTICE#118718PACIFICA AREA
$187,241 GROSS. Taxes 68% ($536 AVG); Write-up 25% ($3,513/Yr AVG); Other 7%. High net 77%. Terms, Guarantee & Transitional Assistance.
Sold

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.
Sold

CPA PRACTICE#116818NAPA AREA
$182,597 GROSS. (Approx. 75% of practice for sale). Seller to retain 25%, prefers to work with new owner as a partner. Taxes 80% ($863 AVG); Write-up/Acctg. 18% ($3,909 AVG). Other 3%. High Net of 75%. Practice may be relocated within reason, but seller has a superior building with lease available. Terms, Guarantee, Transitional and ongoing support
Sold

FINANCIAL SERVICES & TAX PRACTICE#117218VACAVILLE AREA
$172,000 GROSS. Financial services 81% ($3,403 AVG) and Taxes 19% ($1,131 AVG). Terms, Guarantee & Transition Assistance.
Sold

CTEC TAX & BKKPG PRACTICE#114219FREMONT AREA
$142,370 GROSS. 95% Tax ($200 Avg. fee); Bookkpg <1% ( 1 client: $1,000/Yr Avg fee); Payroll 5% ($2,187/Yr Avg). Terms, Guarantee & Transitional Support.
Sold

BOOKKEEPING PRACTICE#112018FAIR OAKS
$120,000 GROSS. Bookkeeping 100% ($2,667/Yr AVG). Terms, Guarantee & Transition Assistance.
Sold

EA PRACTICE#111418GRASS VALLEY
$114,383 GROSS. Taxes 100% ($328 AVG). Terms, Guarantee & Transition Assistance.
Sold

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.
Sold

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.
Sold

CPA PRACTICE#111218BELMONT AREA
$112,000 GROSS. Taxes 100% ($552 AVG). Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#110228OAKLAND
$110,375 GROSS. 100% Tax ($849 AVG). Terms, Guarantee & Transitional Assistance.
Sold

CPA TAX PRACTICE#111019VACAVILLE
$110,000 GROSS. Taxes 100% ($534 AVG). High net of 72%. Terms, guarantee and transitional assistance.
Sold

CPA PRACTICE#110718PLEASANTON
$107,590 GROSS. Taxes 79%+ ($606 AVG); Write-up / All FS 16%+ ($3,548/Yr. AVG; Other 4%. Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#110418SAN MATEO
$104,000 GROSS. Taxes 88% ($2,716 AVG) and Accounting 12% ($12,000 AVG). Terms, Guarantee & Transition Assistance.
Sold

BOOKKEEPING PRACTICE#110218MARIN COUNTY - PETALUMA AREA
$102,765 GROSS. Bookkeeping 100% ($11,418 AVG). Terms, Guarantee & Transition Assistance.
Sold

CPA PRACTICE#110018TRI-VALLEY AREA
$100,500 GROSS. Taxes 100% ($728 AVG). 77% Net Cash Flow. Terms, Guarantee and Transitional Assistance.
Sold

EA TAX PRACTICE#111519FAIRFIELD/ SUISUN CITY / VACAVILLE AREA
$100,000 GROSS. Taxes 100% ($411 AVG). High net of 76%. Seller works from home, so practice to be relocated to Buyer\'s location. Terms, Guarantee and Transitional Assistance.
Sold

CPA PRACTICE#107818FAIR OAKS / RANCHO CORDOVA AREA
$94,980 GROSS. Taxes 80% ($325 AVG); Write-Up 6% ($5,520 AVG); Ext\'s & Consulting 14%. 65% Net. Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#109318FRESNO
$93,775 GROSS. Taxes 100% ($199 AVG). High Net of 90%. Practice to be relocated to Buyer’s location. Terms, Guarantee & Transitional Assistance.
Sold

E.A. TAX & BOOKKEEPING#107420MERCED AREA
$74,560 GROSS. 83% Tax ($330 AVG.); 12% Acctg/Bookkpg ($2,319/Yr. AVG.); Payroll 5% ($894 AVG.). High net of 74%. Great opportunity to expand your practice or for someone to operate their own practice. Easy transition: Seller available for client introductions, has very loyal clients, and practice is relocatable to your office. Terms, Guarantee, Transition Assistance.
Sold

EA TAX PRACTICE#107318SILICON VALLEY
$73,755 GROSS. 96% Tax ($1,610 AVG); 1 Annual Write-up client: 4% ($2,900/Yr AVG).Terms, Guarantee & Transitional Assistance.
Sold

EA TAX PRACTICE#106519SANTA ROSA
$65,700 GROSS. 100% Tax ($362 AVG). Month-to-Month rent with option to rent Seller’s office or practice may be relocated within reason. 40% of clients send tax info prior to appt. Terms, Guarantee and Transitional Assistance.
Sold

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.
Sold

EA PRACTICE#105518VACAVILLE
$62,000 GROSS. Taxes 100% ($549 AVG). Terms, Guarantee & Transition Assistance.
Sold

CPA PRACTICE#106018SANTA CLARA COUNTY - SILICON VALLEY AREA
$60,885 GROSS. Taxes 100% ($1,561 AVG). Terms, Guarantee & Transitional Assistance.
Sold

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.
Sold

CTEC TAX & BOOKKEEPING PRACTICE#104918LAFAYETTE / ORINDA / WALNUT CREEK AREA
$42,761 GROSS. Taxes 30% ($315 AVG); Bookkeeping 70% ($1,298 AVG). 61% Net. Shared office available or practice may be relocated. Terms, Guarantee and Transitional Assistance.
Sold

CTEC TAX PRACTICE#103519MARIN COUNTY/MILL VALLEY
$35,000 GROSS. 100% Tax ($700 AVG). Sale is for a book of tax clients (spin-off of approx. 20% of practice). No staff or other expenses to acquire. 50% of clients send in their tax info. and have no tax appt. w/Seller. Collections is within 30 days or sooner. Terms, Guarantee and Transitional Assistance.
Sold

SOUTHERN CALIFORNIA

Listings as of October 28, 2021
Craig Van Laningham, Agent 800-274-4272 / craig@go2bbi.com
CLICK HERE TO VIEW OUR RECENT SOLD LISTINGS (NORTHERN, CA)

CPA PRACTICE#217018WEST LOS ANGELES
$1,700,000 GROSS. Taxes 74% (Tax $2,835 Avg.). Write-up 10% ($10,809/Yr. Avg.). Misc. 12%. Terms, Guarantee & Transition Assistance.
Sold

TAX & ACCTG PRACTICE#214418LA VERNE
$1,400,000 GROSS. Taxes 52% ($450 AVG); Acctg. 48% ($2,258/yr); Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#227418NORTH ORANGE COUNTY
$1,274,200 GROSS. Taxes 52% ($2,545 AVG); Write-up 13% ($11,657 AVG); Comps/Reviews 20%; Other15%. Terms, Guarantee and Transitional Assistance.
Sold

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.
Sold

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.
Sold

CPA PRACTICE#210318WEST LOS ANGELES
$1,031,000 GROSS. Taxes 88% (Tax $1.063 Avg.). Write-up 7% ($3,091/Yr. Avg.). Misc. 5%. Terms, Guarantee & Transition Assistance.
Sold

CPA PRACTICE#210019SAN DIEGO
$1,001,693 GROSS. 100% Tax ($2,127 AVG). 66% Net. 8-12% Revenue growth per year. 90% mail-in tax docs. (no appt). Terms, Guarantee, Transitional Support.
Sold

CPA PRACTICE#297819SAN GABRIEL VALLEY - COVINA AREA
$978,716 GROSS. Taxes 43% ($360 AVG); Write-up/Bkkpg 37% ($4,558/Yr AVG); Payroll 20% ($2,440/Yr Avg). Excellent staff; good year-round cash flow. Seller available to work P-T. Terms, Guarantee & Transitional Assistance. 1 OFFER
Sold

CPA PRACTICE#291218ORANGE COUNTY NEWPORT/ IRVINE
$950,000 GROSS. Taxes 41% (Tax $1,462 Avg.). 59% Consulting, Reviews & Reporting.Terms, Guarantee & Transition Assistance.
Sold

CPA PRACTICE#210419TORRANCE AREA
$931,900 GROSS. Taxes 80% ($1,356 AVG); Write-up (Bkkpg/Payroll) 20% ($3,000/Yr AVG). Excellent cash flow, superior staff and great location. Mo-Mo rent (lease option) or practice may be relocated. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#266619SAN MARINO/ PASADENA AREA
$666,633 GROSS. Taxes 28% ($655 AVG); Write-up 55% ($3,912/Yr AVG); Consulting, P/R, Sales Tax, etc. 18% ($1,298 AVG). Net 64%. Great Mo. cash flow. 90% drop-offs/mail-ins (no Tax appt).Mo-Mo rent or relocate practice. Need Bilingual Buyer (English & Mandarin). Terms, Guarantee, Transitional Support.
Sold

CPA PRACTICE#256418SOUTH ORANGE COUNTY
$564,000 GROSS. Taxes 63% ($654 AVG); Write-up/Misc. 37% ($1,688/Yr. AVG). Terms, Guarantee, Transition Assistance.
Sold

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.
Sold

CPA PRACTICE#252519SOUTH ORANGE COUNTY
$500,000 GROSS. Taxes 61% ($501 AVG); Write-up/Bookkpg 38% ($4,022/Yr AVG); Other 1%. High net of 80%, steady growth, good Mo. cash flow. Seller works from home, so practice to be relocated. Terms, Guarantee & Transition Support.
Sold

CPA PRACTICE#248520NORTHRIDGE/GRANADA HILLS AREA
$485,750 GROSS. Taxes 42% ($642 AVG); Write-up/Bkkpg 56% ($3,873 AVG); Misc. 2%. Mo-Mo Lease and Seller & staff mostly work from home, so practice is relocatable. Seller available to work PT. 66% of clients don\'t meet w/Seller (drop-offs/email tax info). Oppty for growth. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#245919NEWPORT BEACH
$459,000 GROSS. Tax 89% ($865 AVG); Write-up/Bkkpg 7% ($3,000/Yr AVG); Consulting 4%. Consistent annual revenue, year-round cash-flow and low A/R. 40% of tax clients have no appt. Relocatable (lease expires Nov. 2019). Terms, Guarantee & Transitional Support. 3 Offers Received.
Sold

CPA PRACTICE#248119VAN NUYS / SHERMAN OAKS AREA
$443,319 GROSS. Tax 72% ($1,817 AVG); Write-up 28% ($6,962/Yr AVG). 55% Net. 88% of tax clients drop-off / mail-in their tax info (no meetings). Terms, Guarantee & Transitional Support. 3 Offers Received
Sold

CPA PRACTICE#242220CHULA VISTA
$422,389 GROSS. Taxes 65% ($516 AVG); Bookkpg 25% ($5,381/Yr. AVG); Consulting 10%. Steady annual revenue growth and year-round income. Great opportunity! Seller works from home; practice to be relocated. Terms, Guarantee, Transitional Support.
Sold

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.
Sold

E.A. TAX & BOOKKEEPING#239320CORONA
$393,310 GROSS. Taxes 67% ($725 AVG); Bookkeeping 33%. Excellent opportunity with 12%-14% annual growth from fast food businesses, construction & medical. High net 69%. Experienced, high quality staff. Practice is relocatable within reason. \"Virtual\" practice. 100% of clients mail/ email/ drop off tax info. and have no in office meeting. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#238518WESTSIDE L.A.
$385,530 GROSS. Taxes 68% ($1,146 AVG); Write-up 31% ($4,824/Yr. AVG); Other 1%. Excellent staff available. Practice may be relocated. Seller is available to work part-time 1st tax season and offers Terms, Guarantee and Transitional Assistance.
Sold

CPA PRACTICE#235019MONTEREY PARK/ ALHAMBRA
$350,000 GROSS. 100% Tax ($2,188 AVG). Client Avg. Income/Yr: $300K-$2MM. Lease expires in 2020. Experienced bilingual CPA (English/Mandarin/Cantonese) buyer required. Terms, Guarantee and Transition Assistance.
Sold

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.
Sold

CPA PRACTICE#232219LAKE FOREST
$315,000 GROSS. Taxes 46% ($607 AVG); Write-up/Bkkpg. 54% ($7,291/Yr. AVG). Excellent staff. Good year-round cash flow. Seller available to support the new owner and will provide a Guarantee & transitional assistance.
Sold

CPA PRACTICE#230218WEST VALLEY
$302,000 GROSS. Taxes 92% ($1,048 AVG); Write-up/Misc. 8% ($2,115/Yr. AVG). Terms, Guarantee, Transition.
Sold

EA PRACTICE#227518SAN GABRIEL VALLEY
$275,000 GROSS. Seller offers Terms, Guarantee & Transitional Assistance.
Sold

CPA#227120SAN DIEGO
$271,916 GROSS. Taxes 93% ($2,309 AVG): Payroll, 7 Clients ($1,245 AVG). Premium 30 year practice near \"Hotel Circle\" with high Individual & Corp. Avg. Fees. High Net: 59%. 50% of clients have no in office meeting. Relocatable (lease expires Oct. 2020). Seller wants to work part-time for new owner to insure highest client retention. Terms, Guarantee, Transitional Support.
Sold

CPA PRACTICE#226118ESCONDIDO
$270,000 GROSS. (2018 Est.). Taxes & Tax Planning 74%+ ($419 AVG); Write-up 26%+ ($1,909/Yr AVG). Terms, Guarantee & Transitional Assistance.
Sold

EA PRACTICE#223418SANTEE
$234,173 GROSS. Taxes 55% ( $386 AVG); Write-up 23% ($2,731/Yr AVG); Other 21% . Terms, Guarantee & Transitional Assistance.
Sold

CTEC TAX & ACCTG. PRACTICE#223118TUSTIN
$231,000 GROSS. Taxes 72% ($492 AVG); Write-up/Acctg. 21% ($1,772 AVG); Other/Payroll 7%. Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#223319SANTA CLARITA AREA
$228,078 GROSS. Taxes 46% ($2,167 AVG); Write-up 16% ($4,571 AVG); Other 38% ($10,938 AVG for Consulting, F/S). Virtual Practice: Seller works from home, so practice to be relocated. Terms, Guarantee and Transitional Assistance.
Sold

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.
Sold

EA PRACTICE#222519HUNTINGTON BEACH AREA
$221,808 GROSS. Taxes 73% ($412 AVG); Bookkeeping 11% ($2,533/Yr AVG); Other 16% (F/S, Tax Planning, Bus. Propty Stmts, Misc). High Net of 70%. Terms, Guarantee and Transitional Assistance.
Sold

CPA PRACTICE#225920CALABASAS AREA
$214,098 GROSS. Taxes 72% ($665 AVG); Acctg.14% (10 clients, $3,660/Yr AVG), Other (F/S, Consulting) 14%. Consistent year-round income. Lease available or relocate to your office. Seller takes most Fridays off during off season. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#221119SAN DIEGO
$211,374 GROSS. Taxes 95% ($1,040 AVG); Other 5%. Clients Avg. Annual Income $225K. 35% drop-off/ email tax info. and have no appt. Good year-round cash flow. Seller works from home, so practice to be relocated to Buyer\'s location. Terms, Guarantee and Transitional Assistance.
Sold

CPA PRACTICE#220821SAN GABRIEL VALLEY: PASADENA/ARCADIA AREA
$210,000 GROSS. Tax 84% ($744 AVG), Write-up/Bkkpg 13% (2 clients, $13,420/Yr AVG); Consulting 3%. Net 79%. Relocate or possible option to retain Seller\'s office. 60% of tax clients have no meeting at Seller\'s ofc. REQUIRED: Cantonese or Mandarin speaking Buyer. Call or email soon -this will go fast! Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#220819IRVINE
$208,761 GROSS. Taxes 63% ($673 AVG); Write-up/Bkkpg 31% ($2,904/Yr AVG); Other Bkkpg 7% . Relocatable. Terms, Guarantee, Transition Assistance.
Sold

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.
Sold

CPA & EA PRACTICE#220020SANTA MONICA / WEST L.A.
$200,000 GROSS. Taxes 100%. ($550 AVG). All 1040\'s. Sellers overwhelmed & selling a small portion of their book for upcoming tax season. Terms, Guarantee and Transitional Support. Waiting for Addl. Details From Seller.
Sold

CTEC TAX PRACTICE#218719SAN GABRIEL VALLEY & SANTA CLARITA AREAS
$187,570 GROSS. 100% Tax ($225 AVG). High Net of 72%. Family practice, 3 sellers work from their homes. Practice to be relocated. 60% of clients send tax info. (mail, drop-off, etc.) and have no appt. Terms, guarantee and transitional assistance.
Sold

CPA PRACTICE#222118SO. ORANGE COUNTY /SADDLEBACK VALLEY - LAGUNA HILLS AREA
$181,300 GROSS. Taxes 100% ($425 AVG). Great Net: 69%. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#218019SAN DIEGO - MISSION VALLEY
$180,705 GROSS. Taxes 91% ($647 AVG); 2 Comps/Reviews 9% ($8,500 AVG). Terms, Guarantee, and Transitional Assistance.
Sold

CPA PRACTICE#217518SOUTH ORANGE COUNTY
$175,000 GROSS. Taxes 87% (Combined Avg: $1,357). Write-up 13% ($3,286 Avg). Terms, Guarantee & Transition Assistance.
Sold

CPA PRACTICE#216820NORTH O.C. - BREA AREA
$168,775 GROSS. Taxes 78% ($598 AVG.); Write-up/Bookkpg 12% ($1,079 /Yr AVG); Consulting, Sales Tax,1099\'s, P/R 10%. 99% Net. No lease or major assets to acquire as Seller works from home and has no staff. Needs quick sale due to Seller\'s serious health issues. Terms, Guarantee, Transitional Support.
Sold

CPA PRACTICE#216319TORRANCE AREA
$163,405 GROSS. 100% Taxes ($683 AVG). 3 Write-up/Acctg. clients (fees included with Tax fees). Very profitable with Net of 66%. Reasonable rent of $1,450/Mo. or practice may be relocated. Seller offers Terms, Guarantee & Transition Support.
Sold

TAX PRACTICE#216220HUNTINGTON BEACH AREA
$162,730 GROSS. 100% Tax ($348 AVG). Excellent opportunity to expand your practice or own a practice. No lease to acquire. Mo-Mo Rent; practice is relocatable. Experienced, knowledgeable Ofc. Mgr. (15 years) prefers to remain with the practice. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#215718CLAREMONT AREA
$159,005 GROSS. Taxes 79% ($765 AVG); Write-up 12% ($4,695/Yr AVG); Other 9% (IRS Audits, MAS Consulting). Terms, Guarantee & Transitional Assistance.
Sold

EA PRACTICE#215818GLENDALE
$158,233 GROSS. 89% Taxes ($509 AVG); 11% Write-up/Acctg ($1,367 AVG). Good terms and includes Guarantee & Transitional Assistance.
Sold

EA TAX PRACTICE#215019CHATSWORTH
$150,000 GROSS. 100% TAX ($368 AVG). High net of 66%. Practice is relocatable. Terms, Guarantee and Transitional Assistance.
Sold

CPA PRACTICE#215018SAN DIEGO -Clairemont Mesa East Area
$150,000 GROSS. Taxes 82% ($463 AVG), Misc. 18% ($922/Yr. AVG). Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#214719TUSTIN/ IRVINE AREA
$147,530 GROSS. Taxes 71% ($568 AVG); Write-up/Bkkpg 21% ($4,507 AVG/Yr); Other /Planning/Mgmt 7% ($990 AVG). Seller and only employee are retiring. Lease expires Dec. 2019. Practice can be relocated within reason. Great opportunity to start or expand your practice. Terms, Guarantee and Transitional Assistance.
Sold

CPA TAX PRACTICE#214020ORANGE
$140,550 GROSS. Taxes 100% - Simple returns. Month to month lease $1,720 or may be relocated. Terms & Guarantee, Transitional Support.
Sold

EA TAX#214018THOUSAND OAKS AREA
$140,000 GROSS. Taxes 99% ($262 AVG); Consulting 1% ($200 AVG). Terms, Guarantee & Transitional Assistance.
Sold

E.A. TAX PRACTICE#213819GLENDALE
$138,007 GROSS. Taxes 99% ($651 AVG). Relocatable. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#213020IRVINE
$130,804 GROSS. Taxes 96% ($801 AVG); 2 Write-up/Bkkpg clients ($2,500/Yr AVG). Relocatable after lease expires 10/31/20. Great opportunity to start or grow your practice! Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#212518CANOGA PARK
$125,319 GROSS. Taxes 100% ($488 AVG). Seller recently deceased. Terms, Guarantee and Transitional Assistance.
Sold

CPA TAX#212520IRVINE
$105,000 GROSS. Taxes 98% ($521 AVG); Other 2%. Perfect opportunity to grow or start a practice. Sale is for a book of clients only. Practice to be relocated within a reasonable distance. No staff or F&E to acquire. No in-office appts. for 50% of clients. Terms, Guarantee & Transitional Assistance.
Sold

CPA TAX PRACTICE#228219BEVERLY HILLS
$100,000 GROSS. Sale of book of tax clients only. $588 Avg. Fee. Minimal expenses, to be relocated to the Buyer\'s location. 40% of clients mail or send their tax info. and have no appt w/Seller. Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#207620SO. BAY/ REDONDO BEACH AREA
$76,150 GROSS. Taxes 81% ($797 AVG); Write-up/Bkkpg 15% (4 clients, $2,850/Yr AVG); Payroll 4% (2 clients, $1,700/Yr AVG). Sale is for a book of clients only; Seller to semi-retire, reduce workload. Relocate to your of-fice. 85% of clients don’t meet w/Seller (mail, email, drop off tax info). Terms, Guarantee, Transition Sup-port.
Sold

EA PRACTICE#207318LAGUNA HILLS AREA
$72,025 GROSS. Taxes 81% ($613 AVG); Write-up/Bkkpg 19% (3 Clients: $4,600/Yr. AVG). Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#206918WESTMINISTER/ GARDEN GROVE AREA
$69,000 GROSS. Taxes 100% ($300 AVG). Practice must be moved! Terms & Large Guarantee.
Sold

CPA TAX PRACTICE#206721NO. SAN FERNANDO VALLEY
$67,280 GROSS. Tax 100% ($748 AVG). Seeking a sale this year due to Seller\'s loss of vision. Almost 100% Net (Seller works from home & P-T staff are leaving. Low A/R- Billing collections upon delivery or at 30 days. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#204818ORANGE COUNTY & SAN DIEGO CLIENTS
$48,080 GROSS. 100% Tax ($467 AVG). 74% Net. Terms, Guarantee & Transitional Assistance.
Sold

CPA PRACTICE#204518NORTH O.C. - GARDEN GROVE AREA
$45,000 GROSS. 100% Tax ($818 AVG). High Net of 79%. Terms, Guarantee and Transitional Assistance.
Sold

EA TAX PRACTICE#204218FOUNTAIN VALLEY AREA
$42,550 GROSS. Taxes 98% ($404 AVG); 1 Audit 2% ($900). High Net of 79%. Practice is relocatable within a reasonable distance. Terms, Guarantee and 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