#5295 - Palm Beach County - FLORIDA

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
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Ragan & Associates, PA

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