|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4147||CA||Westlake Village||$471,566||sale pending||Accounting & Tax Brokerage|
$525,000 - CPA Firm for Sale in Westlake Village. This firm has been in the same location for approximately 3 years but in the region for over 30 years and the Seller is looking to retire after a successful transition. This full practice sale includes approximately $471k in gross income which is derived from 435 Individuals with an average fee of $627 along with 83 Entities with an average fee of $1,648 and $62k of Bookkeeping and other income. About 85% of clients remit their documents electronically, via mail or drop off to the office while approx. 15% still like to come in for an appointment. Retaining a location in the area will aide in client retention. The clients will transition best to a personable CPA who has a strong background in tax. Firm uses Ultra-Tax for tax preparation &amp; Quickbooks for all bookkeeping. Much more information is available on the Practice Profile. Please complete the Buyer Profile and NDA on our website at atbcal.com/buyerprofile and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824.
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