An established CPA firm in Connecticut that has been serving clients for many years, with strong, long-standing client relationships. The firm generated roughly $383,000 in billings in 2025, with Seller’s Discretionary Earnings (SDE) over 80%. This turnkey opportunity features consistent recurring revenue, a loyal, diverse client base, and a desirable lifestyle location.
The firm currently utilizes UltraTax and Lacerte tax software. The largest client accounts for roughly 6% of total revenue, reflecting a well-diversified client base.
#5555 - NEW HAVEN COUNTY - CONNECTICUT
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5555 | CT | NEW HAVEN COUNTY | $383,000 | new | Broker (Undisclosed) |
