#5587 - Westlake Village - CALIFORNIA

Established Southern California CPA Firm | Acquisition Opportunity Thrive Financial Group is pleased to present an opportunity to acquire a well-established CPA practice located in Southern California. Founded in 1986, the firm generates approximately $1.4 million in annual revenue with $1 million in seller's discretionary earnings (SDE), including applicable add-backs. Revenue has grown consistently over the past three years, from $1.2 million in 2023 to $1.3 million in 2024 and $1.4 million in 2025. The practice serves a diverse client base of high-net-worth individuals and small to midsize businesses, with concentrations in real estate, entertainment, manufacturing, and professional services. The revenue mix consists primarily of individual and business tax preparation (approximately 46%), accounting and bookkeeping services (approximately 53%), and a small amount of audit work. The firm services approximately 550 individual tax clients, 223 business tax clients, and a recurring base of monthly, quarterly, and annual accounting clients. The practice operates with one owner and three employees, including a part-time CPA with 30 years of tenure and two full-time accounting and administrative professionals. The firm operates from an approximately 1,500-square-foot professional office. This opportunity may be particularly attractive to an established CPA firm or strategic acquirer seeking to expand its Southern California presence, acquire a longstanding client base, and capitalize on a highly profitable practice. Additional information is available to qualified buyers upon execution of a confidentiality agreement. Gross Revenue - $1,400,000 Sellers Discretionary Earnings (SDE) - $1,000,000 Asking Price - $4,000,0000