CALIFORNIA

Nationwide CPA Firm Opportunity:
This established CPA firm represents an exceptional acquisition opportunity with gross revenue of $11.5M and $4M in EBITDA. Having grown strategically through acquisitions, the firm boasts a robust infrastructure, scalable operations, and a history of strong performance.

Key Highlights:

Proven Track Record: Over 30 years in business under previous ownership, with a reputation for excellence and long-standing client relationships.
Geographic Reach: Six physical office locations support a national footprint, though 95% of employees operate remotely, enabling seamless service delivery.

Experienced Team: A seasoned management team oversees firm operations remotely, with U.S.-based advisors traveling only 20% of the year to strengthen client and team connections.

Management Transition Support: The current management team is willing to stay on for a year to support new acquisitions and integrations. However, the buyer should have a quality management team prepared to take over after the first year to ensure long-term success.
Established Offshore Resources: Integrated offshore capabilities ensure operational efficiency and cost-effective service delivery.
Diverse Client Base: The firm serves over 3,500 business and individual clients across the country, primarily providing tax strategy and preparation services combined with monthly accounting and CFO advisory services (minimal assurance work).

Operational Excellence:
This firm’s remote-first model, complemented by strategically located offices and offshore resources, provides scalability while maintaining high-quality service standards. The U.S.-based team is positioned as trusted advisors, delivering value beyond compliance to support clients’ growth and financial success.

Strategic Growth Potential:
With a proven ability to grow through acquisitions, the firm offers significant opportunities for expansion, including additional mergers, deepening service offerings, or enhancing operational efficiencies to further improve profitability.

Important Notes:
- SBA Financing Not Accepted: Buyers relying on SBA financing will not be considered.
- Experienced Buyers Only: First-time buyers are welcome to inquire only if they are part of Private Equity or Family Office groups.
- Proof of Funding & NDA Required: Prospective buyers must provide proof of funding and sign a Non-Disclosure Agreement (NDA) before any introductions or additional details are shared.

This is a rare chance to acquire a highly profitable, modern CPA firm with a robust infrastructure and a scalable foundation primed for continued growth. Serious inquiries only.