Regional Municipality of Waterloo Full-Service CPA Client List - Business for Sale
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CPA Client List and Book of Business in Waterloo, ON
CA
Added 2 months ago
Financial Services - CPA Firm
16 years in business
A CPA/CA/LPA is selling a 50% partner's book of business from a full-service CPA firm serving over 350 corporate and 1,250 personal tax clients in the Regional Municipality of Waterloo, Ontario.
Key Information
Asking
$1.7M
Revenue
$1.2M
Earnings
$478K
Multiple
3.5x
Key Highlights
- Business has been established for 16 years
- Client base includes 350+ active corporate clients and 1,250+ T1 clients
- 2026 billings are forecast to increase 20% over 2025 based on actuals for the 1st quarter and new clients on-boarded
- Seller is a 50% partner in a full-service CPA firm and is selling their book of business
- Seller is willing to transfer appropriate staff members to facilitate client migration
Contact Info
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