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Ref Location Annual Gross $ Status Private sale/Name of broker
2773 Orange County $1,850,000 Available Private Sale

We are a Wealth Management firm comprised of a separate CPA firm and RIA. We desire to spin off our CPA division to someone interested in operating a thriving CPA business.

The ideal situation is for someone to own and operate the CPA practice, stay in the same office space, retain the current business name for at least 2 years, and work closely with our RIA and wealth management clients. This is a very symbiotic situation that can be a big win-win for all parties.

The current owners will stay on board and want to primarily dedicate their time to the wealth management side of the operations. But will also be available to help and transition the CPA side. For the person interested in the CPA practice, this is a very solid and fantastic opportunity to own a practice with a very unique and innovative approach to professional services.

CPA Services: Tax, Compilations, Quickbooks, General Accounting, M&A
Technology: Lacerte, Laserfiche, Practice CS

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