#5296 - Southern Cali - CALIFORNIA

-Well-established real estate niche with a loyal, high-net-worth client base -Projected revenue of approximately $1.7M for 2025 -Personalized, high-touch service model with strong market presence -Steady year-over-year growth driven by referrals ABOUT THIS PRACTICE: This boutique CPA firm has built a strong reputation serving high-net-worth individuals and businesses with a well-established niche in real estate. The practice operates with a personalized service model focused on quality over volume, supporting steady year-over-year growth and a loyal, long-tenured client base. Revenue is projected at approximately $1.7M for 2025, reflecting consistent demand and a strong market position in one of Southern California's most desirable submarkets. The firm is well-positioned for a buyer seeking a refined, profitable practice with room for continued growth. IDEAL BUYER: The ideal buyer is a CPA who takes a hands-on approach to client relationships and is committed to delivering personalized tax and advisory services to high-net-worth clients. Experience in real estate and mergers and acquisitions is strongly preferred. A buyer with existing familiarity in the Southern California market would find a natural fit with the firm's established client base and referral network.