High Fee CPA Firm with owner Staying on 3-5 years - Business for Sale
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Southern California CPA Firm Serving High-Net-Worth Clients
CA, US
Added 8 months ago
Financial Services - CPA Firm
RemoteAbsentee / Semi-Absentee
This is a long-established CPA firm in Southern California providing tax and advisory services to a high-net-worth client base, with the owner committed to staying on for 3 to 5 years to support transition.
Key Information
Asking
$2.5M
Revenue
$1.6M
Earnings
–
Multiple
–
Key Highlights
- Business model is a concierge-level CPA firm focused on tax and advisory services
- Client base consists of loyal, high-net-worth individuals and multigenerational family and business relationships
- Owner is committed to staying on for 3 to 5 years post-sale for transition and continuity
- Firm is located in Southern California and supports remote-capable workflows
Contact Info
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