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Firms for Sale

Thriving Palm Springs CPA Firm Available

Thriving Palm Springs CPA Firm Available

Annual Revenue: $775K

Firm Description: Own a flourishing CPA practice in the attractive market of Palm Springs, California, known for its beautiful weather, thriving tourism, and a plethora of small businesses. This well-established firm, boasting a stellar reputation, is an ideal investment for accountants seeking a lucrative business with a diverse clientele, substantial revenue, and very promising growth prospects.

Business Details:

  • Asking Price: $930,000
  • Financing: Owner is willing to provide financing for the right buyer
  • Total Annual Revenue (last 12 months): $775,000
  • Year Joined Padgett: 2012
  • Services: Tax (61% of Revenue), Accounting (17% of Revenue), Payroll (17% of Revenue), Advisory (5% of Revenue). Mix of business and individual clients.
  • Staff: Two full-time Senior Accountants planning to remain after purchase.
  • Remote Operations: 70% of client base seen remotely. All staff are in-person.
  • Transition Support: Owner is willing to provide support during tax season for up to 5 years.
  • Office:Office space is owned by seller. Available for purchase or lease if desired.
  • Timeline: Seller is ready to move quickly; inquire soon
  • Software and Technology: Utilizes UltraTax, ACS, QuickBooks, Quicken, and ADP for seamless operations.

Additional Information:

All firms in the Padgett network have access to our comprehensive support offerings including practice management, tax, technology, and marketing. Firms remain independent. Firm has highly effective digital presence for lead generation with SEO-optimized website, national Google Business Profile, national Google Ads campaign participation, and regularly updated Facebook page. Owner has access to trainings, one-on-one coaching, and year-round tax support.

If you are interested in learning more about available listings, please contact Director of Franchise Sales, Chris Thomason.

Schedule a Meeting with Chris

We encourage you to contact us with any questions.

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