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

NORTHERN CALIFORNIA

Listings as of April 20, 2024
Lee Ribolin, Broker 800-727-4272 / lee@go2bbi.com
CLICK HERE TO VIEW OUR RECENT SOLD LISTINGS (SOUTHERN, CA)

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#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.
Sold

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 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.
Sold

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.
Sold

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

CPA PRACTICE#195821MID SF PENINSULA
$882,345 GROSS. Tax 51% ($1,073 AVG); Write-up/Acctg 19% ($6,276 AVG); Other: Consulting, Planning, Valuation, etc. 29%. Excellent opportunity to add to your existing practice or start up for yourself. Consistent revenue growth of 2%-5%/Yr. Operated as a remote practice the past 2 tax seasons. High Net Worth clients supported by outstanding staff. Uses Lacerte & QB. Excellent office location. Room to grow. Plenty of private parking. Sellers are available to stay on. Terms, Guarantee, Transitional Assistance.
Sold

CPA PRACTICE#188021SAN FRANCISCO
$880,000 GROSS. Tax 98% ($1,320 AVG); Misc. 2%. Consistent year-round Mo. income. Outstanding opportunity to expand or to establish your presence in the SF Bay area. Lease from Seller or relocatable within a fairly great distance. Excellent staff. 90% of tax clients have no meeting w/Seller at ofc. Terms, Guarantee, Transition Assistance.
Sold

CPA PRACTICE#169721DAVIS
$794,304 GROSS. Tax 74% ($1,118 AVG); Write-up/Bkkpg 13% ($4,658/Yr AVG), Other 15%. High Net: 88%. 10%+ higher 2021 Revenue & Avg. Fees due to increase in fees. Good yr-round mo. income. Bkkpg. clients pay in advance. Relocatable. Seller moved out of state; almost \"virtual\" practice; few in ofc. appts. Terms, Guarantee, Transition.
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#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.
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#160122LOS GATOS
$601,375 GROSS. Spin-off of a book of tax clients. $3,341 Avg. fee. To be relocated to Buyer’s office. No assets or staff included, so nearly 100% Net. No in person appts. for 85% of clients. Tax client’s Avg. Income: $585K. 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#153522MONTEREY AREA
$562,251 GROSS. Tax 70% ($966 Avg); Write-up/Bookkpg. 16%; Other >14%. Seller very recently passed away. Family is seeking a qualified buyer for a quick sale. Net 72% No appts. for 50-60% of tax clients. Employees available. Terms, Guarantee, Transitional 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

CPA TAX PRACTICE#152221SONOMA
$522,040 GROSS. Tax 98% ($1,203 AVG); Compilations 2%. Sale of about 88% of $580K Gross. No appts. in ofc. for 77% of clients (2020-21). High AGI: $259K. Seller prefers to work for new owner during tax season next few years. Lease available or relocate to your office. Terms, Guarantee, Transition 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#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.
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#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.
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

E.A. TAX PRACTICE#127522- VIRTUAL
$275,000 GROSS. Tax 97% ($467 Avg.); Bkkpg. 3% (1 client, $7,200/Yr.). Virtual practice: Seller moved out of state, so no in person appts. Net 66%, but higher for buyer with an existing practice. Great opportunity to expand your practice. 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 TAX PRACTICE#125721OAKLAND/ LAKE MERRITT
$257,955 GROSS. 100% Tax ($1,123 AVG). Relocatable. 65% Net (possibly less if 2 employees to retire need to be replaced by Buyer). 1040 Clients Avg. Income $257K. 75% don\'t meet w/Seller (Drop-offs/ mail-ins). 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

CPA TAX PRACTICE#120001OAKLAND
$200,345 GROSS. ($1,757 Avg, Fee). Spin-off of 45% of tax clients. AGI: $250K. High Net - few of Seller’s expenses apply since practice to be relocated. No in ofc. appts. for 99% of tax clients. Lacerte user. Terms, Guarantee, Transition.
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

CPA PRACTICE#116121NO. SAN MATEO COUNTY
$180,000 GROSS. Tax 99% ($883 AVG); P/R 1%. High Net: 78%. Relocate to your office. 68% of clients have no appt. Seller very motivated to sell soon & available Part-Time. Terms, Guarantee, Transitional Assistance.
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

TAX & PAYROLL PRACTICE#117123BERKELEY
$171,860 GROSS. TAX 64% ($460 Avg.); Payroll/ 1 Bkkpg client 36% ($2,183/Yr. Avg). Net 95%; low expenses. Seller works from home, practice to be relocated. No appts. for 98% of clients. Terms, Guarantee, Transitional Assistance.
Sold

E.A. PRACTICE#116021CASTRO VALLEY/ HAYWARD AREA
$156,000 GROSS. Tax 88% ($452 AVG); Bkkpg. 11% ($4,412/Yr. AVG); Payroll 1%. High Net 78%. Uses Lacerte & QB. Practice to be relocated to your ofc. 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

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.
Sold

E.A. TAX PRACTICE#111522OAKLAND -NEAR LAKE MERRITT
$115,280 GROSS. 100% Tax ($766 Avg). 62% Net (higher for buyer with existing practice). Relocate to your ofc. or Seller\'s ofc. may be available. No in person appts. 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#109621EAST BAY - DUBLIN AREA
$96,800 GROSS. 100% Tax ($707 AVG). Spin-off of a book of tax clients (approx. 62% of practice). Seller now works from home, so need to relocate to your office. High Net: 97%. Client AGI: $200K; 100% have no meeting w/Seller. Terms, Guarantee, Transition 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

CPA TAX PRACTICE#109222SAN MATEO COUNTY- HALF MOON BAY AREA
$92,417 GROSS. 100% Tax ( 1040/1041\'s only. $797/Avg.). Deceased seller; CPA friend has been managing the practice. Seller worked from home office, so nearly 100% Net. No in-person appts. for 90% of clients. Terms, Guarantee, Transitional Support.
Sold

VIRTUAL TAX PRACTICE#108022INT’L. CLIENTS
$80,000 GROSS. (2022 Est). Tax 100% ( $642 Avg.). 84% Net (100% Net for buyer w/existing practice. Seller works from home; no client appts. Majority of clients are located int’l. 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

E.A. TAX PRACTICE#107322ALBANY/ EL CERRITO AREA
$73,000 GROSS. Tax 100% ($768 Avg). 94% Net. Great oppty. to start or expand your practice. Relocatable to Buyer\'s office up to 15 miles approx. Very low A/R. Many clients have requested remote/ virtual service and would be open to no in-person appt. Terms, Guarantee, Transition Assistance.
Sold

CPA TAX#106721EL CERRITO/BERKELEY AREA
$67,445 GROSS. 100% Tax ($642 AVG). Very low overhead since Seller works from home. High Net of 77%. Uses Lacerte & QB. Great opportunity to start your practice- or add on to your practice. Tax clients AGI: $178K. Majority have no in office appt. Terms, Guarantee, Transition 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

CPA TAX PRACTICE#105923FREMONT
$59,000 GROSS. 100% Tax ($536 Avg. fee). Easy addition to grow your practice. No in-person appts. for 50% of clients. Seller works from home; practice to be relocated to Buyer’s ofc. High net for Buyer. Terms, Guarantee, Transition Support.
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

CPA TAX#104321PLEASANTON
$43,220 GROSS. All tax ($363 AVG). Spin-off of about 12% of practice to reduced workload. Ideal way to start or grow your practice. No in office appts. the past 2 years. Uses Lacerte. Terms, Guarantee, Transition 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

CPA TAX PRACTICE#104023FRESNO
$40,500 GROSS. 100% Tax ($250 Avg). Spin-off: approx. 65% of practice. Seller works from home, so practice to be relocated to buyer\'s office. Net almost 100% for a buyer with an existing practice. Terms, Guarantee, 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

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