North Palm Beach County CPA for Sale, $725K in Revenue
• Prime location in affluent North Palm Beach County
• Turnkey operation with experienced staff and loyal client base
• Low volume of returns and high realization rates
• Scalable platform for growth or strategic bolt-on
• Flexible transition with owner and team support
Service Mix:
o 40% Business Tax
o 27% Individual Tax
o 26% Accounting
o 7% Consulting
Client Profile:
o High-quality, low-volume engagements
o Competitive fees with value-based billing
o Strong recurring revenue across all segments
Team Structure:
o 3 long-tenured staff handle all prep
o 3 part-time CPAs available to stay post-sale
o Owner open to part-time role or phased exit
Financials:
o Consistent revenue stream
o Owner compensation: 30%
o Month-to-month lease offers relocation flexibility
Great for regional firm seeking a high-margin Florida foothold or private equity-backed platform pursuing strategic expansion, or entrepreneurial CPA ready to step into a profitable, well-run practice
#5295 - Palm Beach County - FLORIDA
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5295 | FL | Palm Beach County | $725,000 | new | Ragan & Associates, PA |
