Listing Number: 24876-952976
Description
This well-established CPA firm has a stellar reputation, a prime location, and a loyal, industry-diverse client base. Services include personal and business tax, consulting, compilations, reviews, and payroll. The experienced staff (tenure of 4–20 years) are client-facing and highly regarded for their quality service. The firm operates with efficient workflows, well-defined roles, and a strong local reputation. The owner has been selective in taking on new clients, leading to steady revenue growth, with 2025 revenue projected at $860,000. Significant expansion opportunities exist with additional staffing.
Key Highlights:
• Prime office location with professional, well-designed space
• Exceptional staff with deep industry experience (4–20 years tenure)
• Strong referral base and long-term client relationships (many over 25 years)
• Low attrition in a thriving economic region
• Efficient systems and workflows in place for seamless operations
• Growth potential by expanding staff and client capacity
• Stable revenue with consistent year-over-year increases
Listing Details
- Price: $ 965,000
- Down Payment: $965,000
- Sellers Discretionary Earnings: $ 300,000
- Total Sales: $ 800,000
- Location: Baldwin County, Alabama
- Inventory: $ 0
- FF&E: $ 0
- Employees:
- Reason for Selling: Retirement
- Category: Accounting
