CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4715CACalifornia$1,378,816newPoe Group Advisors

*Purchase price pre-approved by lender*

Are you ready to take the reins of a highly respected financial firm known for its personalized guidance and excellence in tax management and accounting services? Look no further!

This well-established CPA firm, boasting over four decades of service, is now available for purchase. The firm’s two dedicated owners have cultivated a loyal, long-term client base, some spanning several decades, through their proactive and client-centric approach.
With a history dating back over 40 years, the firm consistently attracts referrals, a testament to its outstanding services and enjoys an impeccable reputation within the community as a trusted name in tax and advisory. The firm offers personalized financial guidance including tax, financial statements, compilations, tax planning and more. Serving a diverse client base, including many high-net-worth individuals and professionals seeking additional advisory services. The firm’s staff is not only capable and proficient, but they also offer a personable touch to client interactions. Don’t miss out on this exceptional opportunity to own a respected CPA firm with a track record of success

Firm Highlights:

*Profit growth strong with an average of 42%
*Excellent high-net worth clientele
*One CPA on staff and 2 others will be soon!
*One owner is wanting to stay on for several years as an employee

Ideal Buyer:
The ideal buyer for this practice should possess extensive experience and expertise as a CPA, particularly in the service areas offered by the practice. Furthermore, a strong foundation in general business knowledge, especially in the realm of real estate, is crucial, especially for buyers eager to tap into the practice’s growth potential. Success in this endeavor will require someone who excels in building relationships with clients and can actively foster portfolio expansion and revenue growth. A proactive and responsive approach will be key to thriving in this venture. This opportunity holds great promise for a variety of buyer scenarios, whether it’s a local buyer seeking to acquire a high-quality client portfolio, a professional transitioning from a Big 4 firm, or a firm seeking expansion into a burgeoning area brimming with opportunities.

For more details please contact the advertiser about this listing:

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