Scottsdale CPA Tax Practice $550k

Scottsdale, AZ (Maricopa County)

Seller Financing Available
Scottsdale CPA Tax Practice $550k
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Asking Price: $600,000

Cash Flow: $250,000

Gross Revenue: $550,000

EBITDA: N/A

FF&E: N/A

Inventory: N/A

Established: N/A

Scottsdale CPA Tax Practice $550k

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Business Description

$550k+ Single Partner CPA Firm for sale

$550k+ Single Partner CPA Firm for sale, built on a Trusted Advisor approach.
Founder is seeking a liquidity event to transition into a consulting role. Buyer will be an individual with the ability to do or hire for the tax work. Excellent opportunity for an individual or mid-size tax prep firm.

Customer Base:
• Over half of billings are businesses (or related)
• 62% Tax Preparation and 22% Consulting
• 600+ engagements/returns
• Typical Relationship bills at $2-3k annually, is in their mid-50s, with corporate/trust/personal tax returns
Buyer Requirements:
• Must take a “Trusted Advisor” approach with the client base.
Transition:
• Seller will help transition the clients over the first 30-90 days and remain as an advisor for 1-2 years. Seller will work as a consultant and may be able to continue to refer business.
Valuation and Timing Expectations:
• Targeting discussions through mid-year and a 12/31/2019 close.
• Seller is open to multiple financing options or deal structures.
• Targeting $600k+ (1.1-1.2x TTM Billings)

Attached Documents


Detailed Information

Location:
Scottsdale, AZ
Employees:
5
Financing:
SBA or under certain conditions a portion seller financed
Reason for Selling:
Retirement
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Business Listed By:
Tyler

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