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

SOUTHERN CALIFORNIA

Listings as of May 17, 2022
Craig Van Laningham, Agent 800-274-4272 / craig@go2bbi.com
CLICK HERE TO VIEW OUR RECENT SOLD LISTINGS (NORTHERN, CA)

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.
Sold

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

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.
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#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.
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#210221NORTH ORANGE COUNTY
$1,021,974 GROSS. Tax 54%; Write-up/ Bookkpg 42%; Consulting 4%. Great Net, 61%. Tax Clients Avg. Income: $375K-$600K. Outstanding opportunity to expand and includes excellent staff. Relocatable to your office. 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

E.A. PRACTICE#295821SAN BERNARDINO/ LOMA LINDA AREA (VIRTUAL)
$991,480 GROSS. Tax 57% ($384 AVG); Bkkp 38% ($1,595/Yr AVG); Consulting 5%. Consistent Mo. Income. 56% Net. Virtual: Seller & employees all work remote /from homes. Relocate to Buyer’s location. Seller available to work for new owner Part-time. Terms, Guarantee, Transition Assistance.
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#274021THOUSAND OAKS
$740,470 GROSS. Tax Services 86%, Acctg/Bkkpg 3%, Misc/Consulting 1%. Growth opprty. w/increased fees. Highly rated 38+ year practice, well-liked by clients, great location on main Blvd. Owner manages practice; staff does majority of the work. Consistent, year-round income $750K-$800K+. Terms, Guarantee, Transition Support.
Sold

CPA PRACTICE#270021SAN DIEGO
$730,000 GROSS. Tax 71% ($763 AVG); Acctg/ Bkkpg 23% ($4,158/Yr AVG); Consulting/Misc. 7%. Net 49%. Fantastic oppty. to start or grow your practice. Great Mission Valley location. 100% of tax clients had no in ofc. meetings. For highest retention, Seller wants to work for new owner for 1st year, as needed thereafter. Terms, Guarantee, Intros. & Transition Support.
Sold

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.
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 TAX#234721SAN DIEGO-SCRIPPS RANCH AREA
$382,000 GROSS. 100% Tax ($813 AVG). 2021 Gross grew 10%. Consistent mo. income year-round. Ideal location with very reasonable rent, but may be relocated. Seller available to work for new owner 1st tax season and offers Terms, Guarantee & Transition Assistance.
Sold

E.A. TAX & BOOKKPG PRACTICE#234521GREATER RANCHO CUCAMONGA AREA
$350,000 GROSS. Tax 74% ($371 AVG); Bookkpg. 17% ($1,563/Yr. AVG); Other: (Audit, Consulting, Payroll) 9%. Net 56%. Very low A/R and good year-round Mo. income. Seller available/prefers to work for new owner to insure high retention rate. Terms, Guarantee, Transition 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#233321SAN FERNANDO VALLEY
$333,150 GROSS. Tax Prep: 525%($494 AVG); Write-up/Bkkpg: 48% ($5,978 AVG). High Net of 88%. Option to lease space from Seller or relocate to your office. Seller available to work P-T for new owner to insure high retention. Steady year-round cash flow. Terms, Guarantee, Transitional 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

CPA VIRTUAL PRACTICE#226021SANTA CLARITA / SAN FERNANDO VALLEY
$260,000 GROSS. 74% Tax ($668 AVG); Write-up/Bkkpg 8% ($3,174 AVG for 7 clients); Misc. 18%(Consulting, IRS Audits, P/R and Sales Tax Rtns, 1 Review, etc). High Net 82%. Seller moved to Las Vegas & operates practice remotely. 99% of clients send tax info. (mail-ins, fax, etc.). Uses Lacerte & QB. Terms, Guarantee, Transition 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#220521ROLLING HILLS ESTATES/ SO. TORRANCE AREA
$216,500 GROSS. Tax 95% ($567 AVG); Write-up/Bkkpg. 5% ($1,582/Yr. AVG). Seller to retire due to health issues. Practice is relocatable within reason. Excellent opportunity to start or grow your practice. Uses Lacerte & QB. Good year-round income. Terms, Guarantee, Transition 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

CPA PRACTICE#219521SAN DIEGO
$195,000 GROSS. Tax & Acctg. service revenues are combined for spin-off of 123 total clients ($1,585 Avg Fee). To be relocated to Buyer\'s office. No staff included. High Net 83%; high income clients ($300K Avg. AGI). Year-round income and low A/R. Add to or start your practice, this will go fast! Terms, Guarantee, Transition Assistance.
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#216821SAN DIEGO
$168,000 GROSS. Spin-off of about 27%, tax clients only. High Avg. Fee: $1,739. Net to buyer 99%; No staff included. Tax clients income: $300K. 85% of tax clients have no meetings (drop-offs, mail-ins). Terms, Guarantee, Transition Assistance.
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#216221SAN DIEGO-DEL MAR/ ENCINITAS AREA
$162,138 GROSS. Tax 100% ($1,277 AVG). Includes $4K Bkkpg for 2 Annual clients. 70% drop-offs/mail-ins with no appt. 84% Net. No employees to retain. Seller mostly works from home; practice is relocatable. This will go fast! Uses Lacerte & QB. Terms, Guarantee & Transition 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

TAX & BOOKKPG#213021HUNTINGTON BEACH
$135,252 GROSS. Tax 86% ($618 AVG); Bookkpg. 12% ($1,063/Yr. AVG); Consulting 2%. High Net: 92%. 80% of tax clients have no meeting in person w/Seller. Addl. $15K Est. revenue projected for 2021 (from Extensions & Bookkpg). Need to relocate to Buyer\'s office. Terms, Guarantee, Transition 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#217321SOUTH O.C. -LAGUNA NIGUEL AREA
$129,600 GROSS. Tax 70% ($754 AVG); Write-up/Bookkpg. 14% ($3,760 AVG); Other (P/R, 1099\'s) 16% ($3,750 AVG). Retain Mo-Mo lease for Virtual ofc OR may be relocated to Buyer\'s ofc. High net 66%. Sale due to health issues. 70% drop-offs/mail-ins (no Appt w/Seller). Terms, Guarantee, Transition Assistance.
Sold

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

CPA PRACTICE#212521SOUTHERN CALIFORNIA -L.A. /WEST SIDE
$125,000 GROSS. Tax 97% ($447 AVG); Other (Consulting/ Payroll) 3%. Net 74% (nearly 100% Net for a Buyer with an existing practice). Seller works from home or a temp. ofc. 67% of tax clients have no meeting in ofc. Terms, Guarantee, Transition Assistance.
Sold

CPA TAX PRACTICE#212221SAN DIEGO
$122,820 GROSS. Tax 99% ($610 AVG); 1 Bkkpg Client (1%, $900/Yr. AVG). Relocate to your office. 61% Net (higher for buyer who doesn\'t need the Seller\'s P-T staff). 95% of clients don\'t meet w/Seller. Terms, Guarantee, Transition 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 PRACTICE#210021LONG BEACH (VIRTUAL)
$100,000 GROSS. Tax Avg. Fee: $1,042. Spin-off of Tax clients -approximately 15% of practice. Virtual services for many Expat clients (no in office appts). High Net 98%. Client AGI: $200K. Uses Lacerte & ATX. Terms, Guarantee, Transition 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#208421NORTHRIDGE
$91,900 GROSS. TAX 100% ($363 AVG). Sale is for a spin-off of a book of tax clients. High Net 96%. 75% of tax clients are mail-ins/ drop-offs (no meeting w/Seller). Great addition to your practice or oppty. to start a practice. Terms, Guarantee, Transition 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

E.A. TAX PRACTICE#207021TORRANCE
$70,000 GROSS. 100% Tax ($273 AVG). Tax Clients’ AGI: $150K. 100% of clients don’t meet w/Seller. Great opprty. to expand or start a practice. Practice to be relocated to Buyer’s location. Terms, Guarantee, Transition Support.
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

E.A. TAX PRACTICE#206421SAN DIEGO - KEARNY MESA AREA
$64,604 GROSS. 100% Tax ($497 AVG). Spin-off of a book of tax clients; high % are drop-offs, email/ mail-in with no appt. w/Seller. 96% Net. Relocate to your office or rent office space from Seller ($400/Mo). Great opportunity to start or expand your practice! 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

CPA TAX PRACTICE#203221VIRTUAL/ NEAR LAX
$32,560 GROSS. 100% Tax ($278 Avg. fee). Nearly 100% Net, unless postage /telephone. Seller emails and uses unlimited cellphone. Easy, quick way to grow your practice. Terms, Guarantee, Transition 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